Fiduciary Selection (1.0 General Participatory Credit, Estate Planning Applies)

Published by San Diego County Bar Association


Summary

Handouts for this program can be downloaded by clicking on the "Other Resources" tab in the video player.

Join us for a presentation addressing the pros and cons of selecting family members vs. licensed professional fiduciaries vs. corporate fiduciaries.

Estate Planning, Trust, & Probate Law California Legal Specialization Credit: 0.5 in Administration of Decedent's Estates and 0.5 in Estate Planning Participatory Credit applies

Presenters
Dawn Hall Cunneen, Esq.

Originally Published

July 20, 2017


Program Titles and Supporting Materials

This program contains the following components:

  • Fiduciary Selection - Video
  • Fiduciary Selection - Paper

How To Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like.


Technical Requirements

You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.


Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.


Click on jurisdiction for specific details
CA


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