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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.

Aug 07 - Sep 11, 2025

251CPF005
Est. Tuition:
$500.00
Learning Format:
Webcast
Duration:
6 weeks
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Estimated Tuition

$500.00

Location

Online Webcast

Instructor

  • Mark. H. McGuire, J.D.

Schedule

Thu. 6:00p.m. – 9:00p.m. PT, Aug. 7 – Sep. 11, 2025 Online – (6 Live Sessions)

Textbook

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

Additional information

Not eligible for promo discount (1-2 unit).