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 04 - Dec 06, 2022

222CPF004
Est. Tuition:
$350-400
Learning Format:
Online Course with Live Sessions
Duration:
10 weeks
Enroll

Estimated Tuition

$350 Early Bird Discount
$400 after Sep 25, 2022

Location

Online Webcast

Instructor

  • Mark. H. McGuire, J.D.

Schedule

Online Oct. 4 - Dec. 6 Tue,. 6 p.m. - 8:00 p.m.,Oct. 4, 11, 18, 25, Nov. 1, 8, 15, 22, 29,& Dec. 6 (10 live sessions)

Textbook

Mandatory:
Textbook: The Trustee�s Legal Companion A Step-by-Step Guide to Administering a Living Trust (5th Ed.)
Author: Liza Hanks & Carol E. Zolla
ISBN: ISBN: 978-1413325973

Additional information