Course Number: SBAE 4705 (1.5 CEUs/15 Hours)
A conservatorship typically begins with an assessment of the needs of an incapacitated person including health care, insurance coverage, living arrangements, and social circumstances. This course takes participants through the process of identifying and obtaining the services needed within the finances available from the courts or the estate of a conservatee. In addition to identifying the range of services and resources available to the conservator, the course also reviews health care decisions and the components of the advance health care directive. Class discussions emphasize the importance of good communication skills to maintain good relations with family members and various professionals encountered in the execution of conservator duties.
Please note: This program does not permit concurrent enrollment in other courses within the certificate.
Standards and Practices in Professional Fiduciary Management
Instructor: J. Lawson, Ph.D, MBA, MSN. Licensed Professional Fiduciary.
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 (657) 278-2611.
Required: Handbook for Conservators, 2016 Ed. This is available online at http://www.courts.ca.gov/documents/handbook.pdf. Recommended: "McGovern California Probate Code Annotated," (latest edition), ISBN number 9780314694478. 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://legalsolutions.thomsonreuters.com/law-products/Statutes/McGovern--Hirsch-California-Probate-Code-Annotated-2018-ed-California-Desktop-Codes/p/104290591 You may also search by topic or code at http://leginfo.legislature.ca.gov/ or http://leginfo.legislature.ca.gov/faces/codesTextSearch.xhtml