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About the Course

Current fiduciary investment and risk management strategies for managing assets in a conservatorship estate, a trust or a probate estate. Includes procedures of locating, properly titling, and appraising assets. Choosing the correct investment advisor, establishing an investment strategy, permissible investment vehicles and rules, and investigating beneficiary needs and situations are discussed.

  • MGT X427.61 | Overview of Fiduciary ManagementEnroll

Sep 22 - Oct 27, 2026

262CPF003
Est. Tuition:
$500.00
Learning Format:
Online Course with Live Sessions
Duration:
6 weeks
Enroll

Estimated Tuition

$500.00

Location

Online Webcast

Instructor

  • Mark. H. McGuire, J.D.

Schedule

Online: Sep. 22 - Oct. 27 Tue. 6:00 p.m. - 9:00 p.m., Sep. 22 - Oct. 27

Textbook

Mandatory:
Title: Basic Wills, Trusts, and Estates for Paralegals, 9th Edition
Author: Jeffrey A. Helewitz
ISBN: Connected eBook: 9798889064022

Additional information