Josh Yager, Esq., CFP

Principal, Anodos Advisors
Santa Barbara, CA
  • 4.9
  • 62 reviews
  • 149 Professionals Trained
  • 2 Courses

About Speaker Josh Yager, Esq., CFP, ChFC, CLU, Esq., CFP®, ChFC®, CLU®

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.

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4.9

(62)
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CB

Excellent class.

CB

Excellent class.

RS

Presenter did an excellent job. Clear voice with great examples. Need more like him.

JD

This presentation gave factors to help determine how much a trustee should be paid. The ideas presented here were clear and informative.

JD

This presentation gave factors to help determine how much a trustee should be paid. The ideas presented here were clear and informative.

MB

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.

CM

I am a beneficiary and my aunt/trustee is trying to be paid a certain percentage of the assets. I was just looking for information to understand what is reasonable.

FREE

How much is too much to pay a trustee

  • May 11, 12:00 PM EDT
  • CPA Canada
  • CPA
  • CPA/PFS
  • TEP
  • CSA
Completed
  • 4.5 (62)
FREE

How much is too much to pay a trustee

  • Apr 29, 12:00 PM EDT
  • CPA Canada
  • CPA
  • CPA/PFS
  • TEP
  • CSA
Completed
  • 4.5 (62)