Login
Home
Course List
Home
Course List
Login
Menu
Courses
Sort by
Name Ascending (A to Z)
Name Descending (Z to A)
Filter by
Trusts
legal
Distribution
Inheritance
Court Filings
Legal Ethics
Executor
Health Insurance
Estate Planning
healthcare
Investment
Marshaling
Banking
Trust admin
RE sales
Fees
Conservatorship
Court
Britney Spears
Ethics
SNT
guardian
care management
disability
I/DD
Digital Assets
Crypto Currency
Practice Management
best practices
Person
cultural competency
Caregiving
record keeping
timely support
liability insurance
Cultural Awareness
Estate
accounting
Trust
Estates
judicial
judge
conflict
practice
administrator
Legislative Update
Special Needs
Special Needs Trust
mediation
family conflict
Fee Request
Care
Environmental
Elder Abuse
Case Management
Planning
Real Estate
Probate
IRA
Financial
Prop 19
Entities
Investing Goals
Finance Certificate
prelicensing
fiduciary
education
Search
STANDARD
Fiduciary Neutrality: When to Join the Fight? The Ethics, Law and Practice of Neutrality
The panelists will provide an in-depth analysis of the statutes and case law defining the fiduciary’s ethical duty of neutrality depending on the circumstances.
Ethics
Details
STANDARD
Fiduciary Succession Planning- Fact or Fiction
Two Probate Litigators Look at Private Fiduciaries and Fiduciary Succession.
Details
ADVANCED
Finance Certificate Education Program
This program will offer the necessary education that will help you prepare for the Finance Certificate exam with the CGC. The courses listed in this program correspond with the list of core competencies from the CGC.
Details
ADVANCED
Financial Elder Abuse: What's Involved and Is It Worth the Time and Expense?
Financial elder abuse unfortunately is all too common. The professional fiduciary appointed by the court as conservator or trustee, in many cases, is in the best position to rectify the abuses suffered by an elderly person.
Person
Details
BEGINNER
Financial Standard of Care - With a Focus of Ethics
A comprehensive presentation setting forth the financial standard of care for the various fiduciary roles of trustee, conservator, power of attorney, and administrator of decedent's estate.
Ethics
Details
STANDARD
Forms That Function
When presented with drafts drawn by estate planning attorneys how do you review those drafts? How do you make suggestions about improvements? Provisions you want included and some you want to avoid.
Trusts
Details
BEGINNER
Generally Speaking About Conservatorships, Probates, Trusts, Powers of Attorney and Guardianships
This course describes the cast of characters involved in each of these matters and the interrelation between trusts, probates, powers of attorney, conservatorships, and guardianships.
prelicensing
Person
Details
STANDARD
Helping Your Client Benefit From Their Unneeded or Unaffordable Life Insurance Policy
According to the Insurance Studies Institute, more than 500,000 seniors lapse their life insurance policies annually, while only 1250 take advantage of a life insurance settlement.
Details
STANDARD
Here Today, Gone Tomorrow
Fiduciaries of all experience levels often have a less-than-clear understanding of when attorney-client privilege protects them and when it does not.
Person
Details
STANDARD
Hiring and Working with Caregivers: Risks, Liabilities and Solutions
This session will help people in the circle of care understand the employment risks they and their clients take when they bring someone into the home to care for the elderly or disabled. We will discuss....
02:55:48
Person
Caregiving
record keeping
care management
timely support
liability insurance
Details
STANDARD
Home Sweet Home
This presentation will explore the legal, ethical and practical issues surrounding the Conservator's right to remain at their personal residence.
Person
Details
BEGINNER
How to Avoid Environmental Liability
The presentation will discuss various environmental laws that a fiduciary needs to know about to avoid environmental liability related to property that may be in the fiduciaries portfolio or that is being considered to purchase/lease other property.
Practice Management
Details
BEGINNER
How to avoid your Britney Spears
01:00:00
Fees
Conservatorship
Court
Britney Spears
Details
STANDARD
How to Deal with a Difficult Person – A Judicial Perspective
“Judge David L Belz is currently assigned to the Probate Department in Orange County Superior Court. In his legal career he was a trial attorney in private practice for 32 years before his appointment to the Orange County Bench in 2009. He served 5...
01:00:00
Ethics
judicial
judge
conflict
Details
ADVANCED
How to Detect Lies, Fraud, and Identity Theft
Can You Tell When Someone is Lying? Let Body Language Expert Traci Brown Show You How!
01:00:00
Person
Details
STANDARD
How To Work With Attorneys In Contested Matters Part 1
In Part 1 of this two-part topic, the panel will address choosing, hiring, and managing your own attorney as a fiduciary in a contested matter.
Trusts
Details
BEGINNER
How to Work with Attorneys in Contested Matters Part 2
In Part 2 of this two-part topic, the panel will address working with all the other attorneys in contested matters (besides your own attorney).
Details
BEGINNER
Insurance Coverage: Dropping the Ball
Risk Transfer and Unrealized Expectations from Insurance Coverage for Trust Owned Real Estate.
Trusts
Details
STANDARD
Integrating Home Equity into Retirement Strategies via HECM Reverse Mortgages - Legal Tax & Financial Implications & Opportunities
This workshop is designed to provide a more advanced look at tools and strategies that advisors, fiduciaries, attorneys, and tax professionals may wish to incorporate into their planning for clients in, or approaching retirement age.
Estate
Details
ADVANCED
Interplay Between Business Entites and Fiduciary Trustees
The ins and outs a Fiduciary will encounter when administering assets that involve different business entities.
Estate
Details
« Previous
1
2
3
4
5
6
Next »
© Copyright 2024 |
Terms
|
Privacy
|
MC LMS, Inc.
| Designed by
Boldare