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Professional Development, University Extended Education, California State University, Fullerton

Course Information

A fiduciary who assumes the role of a trustee managing a trust has only the responsibility of acting on behalf of the beneficiary as defined and outlined within the trust document. This course identifies normal business practices that are used and required as to the management of assets during normal course and scope of the duties set forth by the trust for the trustee. In class discussions participants will review case studies that could be factors in decisions required of the trustee. Topics will also include a detailed review, but not a legal interpretation, of the law as it pertains to the duties of a trustee.

Please note: This program does not permit concurrent enrollment in other courses within the certificate.

Prerequisite

Standards and Practices in Professional Fiduciary Management

2 Course sections available Please note: Note: Click on the schedule number (i.e. E125-11103) to view more course information.
Schedule # Days Date Time Location Fee Register
E183-21279 02/26/18-04/01/18 Online Online-Variable $455.00
Notes:
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 UEE Student Services at (657) 278-2611.
E183-21280 04/02/18-05/06/18 Online Online-Variable $455.00
Notes:
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 UEE Student Services at (657) 278-2611.

Required
Recommended: 1. Recommended: "McGovern California Probate Code Annotated," ISBN number 9780314689931. The annotated version is preferred because of the footnotes. You can also obtain a hard copy of the code without annotations through Thomson Reuters: http://legalsolutions.thomsonreuters.com/law-products/c/McGovern--Hirsch-California-Probate-Code-Annotated-2017-ed-California-Desktop-Codes/p/103688755. You may also search by topic or code number at: : https://leginfo.legislature.ca.gov/faces/codesTOCSelected.xhtml?tocCode=PROB&tocTitle=+Probate+Code+-+PROB 2. Trusts Sixth Edition Hornbook Series Practitioner's Edition by George T. Bogart, West Publishing 3. Trust Administration Continuing Education of the Bar 4. Special Needs Trust - Planning and Drafting Continuing Education of the Bar 5. California Probate Procedures Lexis Press 6. California Practice Guide Rutter Group