According to the U.S. Census Bureau’s projections, the older adult population will double between 2010 and 2030. As the population of America ages, probate courts will necessarily see an increase in the types of cases that they process – guardianships, conservatorships, elder abuse protection petitions, and matters pertaining to estates.
This primer on probate consists of four self-study modules designed to be completed in about four to six hours. Each of the following modules has readings, checklists, quizzes, and other interactive features to engage the judge in the material. The four modules are:
- The Decedent’s Estate
- Trust Administration
- Guardianships and Conservatorships
- Fiduciaries and Accounting
During this course, you will learn to:
- Define terminology used in a multitude of probate proceedings.
- Describe the steps toward administering trusts, wills, fiduciary appointments, and other probate matters.
- Appoint and manage fiduciaries, guardians, and other persons with duties recognized by law with confidence.
- Decide on appropriate remedies for breach of fiduciary duty.
- Review fiduciary accountings with confidence.
This course qualifies for The National Judicial College Certificate in Judicial Development program General Jurisdiction Trial Skills and Special Court Trial Skills disciplines.
This course may be eligible for Continuing Legal and Judicial Education (CLE/CJE) credits under most state boards/bars/commissions. Please check with the state which you intend to file with regarding filing requirements for CLE/CJE consideration. CLE/CJE credit hour estimates* are 4-6 hours total credits. There are no ethics credits available. All CLE/CJE estimated credit hours are based upon a 60 minute hour. Completion of all modules, quizzes and evaluation is required to receive a certificate of completion.
*Estimated credits are subject to review by state boards/bars/commissions.
The course is provided at no cost to judges through generous funding from the American College of Trust and Estate Counsel Foundation and the State Justice Institute.