About the Course

Breaks down the anatomy of a trust instrument, introduces trust terminology, and covers the California laws governing trust administration and procedures. Explore different types of revocable and irrevocable trusts, the purposes they serve, and how to administer and manage private and court-supervised trusts. Learn how to identify and avoid conflicts of interest, and what to do should you find yourself in a conflict. Ethical considerations are discussed.

Oct 05 - Dec 14, 2023

232CPF004
Est. Tuition:
$400.00
Learning Format:
Online Course with Live Sessions
Duration:
11 weeks
Enroll

Estimated Tuition

$400.00

Location

Online Webcast

Instructor

  • Mark. H. McGuire, J.D.

Schedule

Online: Oct. 5 - Dec. 14 Thu., 6 p.m. - 8:00 p.m. , Oct. 5, 12, 19, 26, Nov. 2, 9, 16, 30, Dec. 7, 14 (10 live on-line sessions) No meeting Nov. 23

Textbook

Mandatory:
Title: Wills, Trusts, and Estates for Paralegals
Author: Diana L. Anderson
ISBN: 978-1454833024

Additional information

No meeting Nov. 23 Textbook Source: www.vitalsource.com