Course Number: SBAE 4704 (1.50 CEUs/15 Hours)
Fiduciaries serve by court appointment as conservators or guardians and may serve by contract as trustees, representative payees, or as agents under powers of attorney. The course gives an overview of various positions of trust, legal definitions, and duties. Special attention is given to changing legal status and liabilities of fiduciary practitioners.
Please note: Students are welcome to register for these courses through the first Wednesday following the start date of each course, provided that the course has not reached full capacity.
If you missed the registration window or have any questions, please contact EIP Student Services at eipconnect@fullerton.edu.
Note: Click on the schedule number (i.e. E125-11103) to view more course information.
| Schedule # | Days | Date | Time | Location | Fee | Register |
|---|---|---|---|---|---|---|
| E245-11122 | 06/10/24-07/14/24 | Online | Online-Variable | $500.00 | Register Now | |
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Instructor: J. Etienne, Professional Fiduciary
Unit(s): 1.50
Course part of:
Fiduciary Trustees Certificate | CSUF
Notes:
If section is Closed, contact EIP Student Services at 657-278-2611 to be placed on a waitlist. Please be advised that a username and password will be required to access online and computer lab classes. If you have never logged into the CSUF Portal, you must log in with your CWID and temporary PIN# at http://my.fullerton.edu to update your profile prior to the first day of class. This process will allow you to create a CSUF user name and password, which are required to take online classes or use computer labs. Please select "Policies" from the Current Students drop-down list, and click on "Computer Access" for more information. If you have questions, please contact EIP Student Services at eipconnect@fullerton.edu or 657-278-2611. |
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Required: Handbook for Conservators, 2016 Edition (latest edition). This can be downloaded at http://www.courts.ca.gov/documents/handbook.pdf. Recommended: "McGovern California Probate Code Annotated" (latest edition). The annotated version is preferred because of the footnotes. You can also obtain a hard copy of the code without annotations through Thomson Reuters: https://store.legal.thomsonreuters.com/law-products/Statutes/California-Probate-Code-2020-ed-California-Desktop-Codes/p/106539126?trkcode=recspdprca&trktype=internal&FindMethod=recs You may also search by topic or code number at: http://leginfo.legislature.ca.gov/ or http://leginfo.legislature.ca.gov/faces/codesTextSearch.xhtml
