SBAE 6488 Accounting and Record Keeping for Positions of Trust
| | Class | Meeting Info | Location | Instructor | Unit | Fee | |
|
Closed
|
E105-11097
|
| DAY | TIME | DATE |
| | Online | 08/09/10 -09/13/10 |
Students must register by 8/2/10. The online fiduciary classes may require student participation in chat sessions at designated times to be determined by the instructors.
| Online-Variable | Eldredge | 1.5 | $435.00 |
|
Closed
|
E107-19148
|
| DAY | TIME | DATE |
| | Online | 10/04/10 -11/08/10 |
Students must register by 09/27/10. The online fiduciary classes may require student participation in chat sessions at designated times to be determined by the instructors.
| Online-Variable | Eldredge | 1.5 | $435.00 |
Class Information
A conservator or trustee has legal status. The conservator is responsible via court appointment to a protected person. Through a contract, a trustee is responsible to the beneficiaries of a trust. In both cases, fiduciaries must show and document prudent use and protection of the assets they are managing. Get an overview of the accounting and record keeping procedures that a fiduciary uses to document all transactions and protect the fiduciary. Class lectures and discussions review the accepted standards for tracking accounts, record keeping, and accounting procedures. Class discussions also provide suggestions on how to avoid situations or procedures that could be interpreted as conflicts of interest or otherwise unethical.
Standards and Practices in Professional Fiduciary Management, or permission of program manager by calling 657.278.7269.
Required - California Probate Code Annotated Edition (ISBN 9780314986276) or Desktop Edition of the Probate Code (ISBN 9780314982568) from www.west.thomson.com or by calling 1-800-328-9352. Online version available at http://www.leginfo.ca.gov/calaw.html. Recommended - Handling a Fiduciary Accounting may be purchased from www.ceb.com or by calling 1-800-232-3444.