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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: 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.


Standards and Practices in Professional Fiduciary Management

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