Principal, Anodos Advisors
Josh Yager is a recognized expert on the management and oversight of trust assets. He lectures and writes extensively on the policies, procedures, and practices for the prudent administration of trusts. He has been invited to speak to various Bar associations, CPA chapters, estate planning councils, Professional Fiduciary Association forums and AICPA national events. Josh has testified on prudent governance practices before in the California Courts, the Texas Pension Review Board and the Alaska Retirement Management Board. Josh has led governance consulting engagements for the boards of public pension funds responsible for assets in excess of $30b, foundation and endowment boards with assets in excess of $250m and for individual trustees with modestly funded trusts.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
131 Ratings
MB
Apr 29th, 2021
This webinar was very interesting and informative. I didn't realize the scope of what this topic would cover. I definitely have a better understanding of what could go into deciding a reasonable amount to charge someone to be a trustee.
CZ
Jul 24th, 2021
It was very informative. He directed us to steps on each particular topic. He covered why, what, and how. I was very pleased with the information and can use this in the near future.
JD
Apr 30th, 2021
This presentation gave factors to help determine how much a trustee should be paid. The ideas presented here were clear and informative.
RS
May 11th, 2021
Presenter did an excellent job. Clear voice with great examples. Need more like him.
MEM
Jul 23rd, 2021
Great presentation, very relevant and interesting
1 Credit
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Specialized Knowledge
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