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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.

Recommended: MGT X427.61 - Overview of Fiduciary Management

Nov 03 - Dec 08, 2026

262CPF002
Est. Tuition:
$500.00
Learning Format:
Online Course with Live Sessions
Duration:
6 weeks
Enroll

Estimated Tuition

$500.00

Location

Online Webcast

Instructor

  • Robin Shea, B.S.

Schedule

Online: Nov. 3 - Dec. 8 Tue. 6:00 p.m. - 9:00 p.m., Nov 3 - Dec. 8 (6 live sessions)

Textbook

Mandatory:
Title: The Probate Referee Guide and the Probate Code - Available Online
ISBN:

Mandatory:
Title: Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust
ISBN: 978-1413333152

Additional information