BEGINNER

Conflicts of Interest: What You (And Your Clients) Need To Know

  • Are you aware of the situations which create conflicts of interest? Can you clearly identify who is the client, and to whom you owe fiduciary duties, including the duty of confidentiality?
prelicensingPerson

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BEGINNER

Ethical Challenges Facing Fiduciaries

  • This lesson focuses on the ethical challenges facing fiduciaries in the estate and trust practice.
Ethics

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BEGINNER

Ethical Billing Practices

  • Learning ethical considerations is creating a schedule of fees, NGA Standards of Practice related to billing.
prelicensingTrusts

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BEGINNER

Protecting Yourself From Liability

  • Fiduciaries need to do everything possible to minimize risk.
prelicensingPractice Management

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BEGINNER

Introduction to Trusts and Trust Management

  • The presentation covers the three stage process of trust administration.
prelicensingTrusts

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BEGINNER

The Bare Necessities: Medicare, Medi-Cal, Social Security and VA

  • Many of your clients may need additional help beyond what their resources can provide. Many cases where fiduciaries are involved have significant or adequate resources.
prelicensingPerson

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BEGINNER

Managing Challenging Personalities: A Fiduciaries Practice Guide

  • Unpredictable, irrational, and impulsive behaviors from clients lead to significant practical challenges in fiduciary practice.
prelicensingPerson

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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.
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