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