CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Josh Yager

Josh Yager, Esq., CFP

Principal, Anodos Advisors
Santa Barbara,CA
  • 4.8
  • 199 reviews
  • 280 Professionals Trained
  • 4 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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4.8

(199)
78%
22%
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KS

Very interesting trust information

BK

Great webinar on trustee's duties!

JLS

Excellent presentation and great notes.

CZ

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.

CM

Well done Obviously knowledgeable speaker.

MEM

Great presentation, very relevant and interesting

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.

WK

none noted

MG

Another well-run CPE course from myCPE. The topics offered are interesting and relevant to the current financial and tax environment.

RK

Good presentation; thanks.

JK

Excellent presentation!!!!

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.

FA

Very good presentation

$10
How Much Is Too Much To Pay A Trustee
  • Josh Yager,
  • 1 Credit

How Much Is Too Much To Pay A Trustee

  • CPA (CA)
  • CPA (US)
  • CPA/PFS
  • TEP
  • CSA
Register
  • 4.5 (2)
$10
Trustee’s Duties Of Care Under The UPIA CPE COurse
  • Josh Yager,
  • 1 Credit

A Trustee’s Duties Of Care Under The UPIA

  • CPA (US)
  • TEP
Register
  • 4 (2)
FREE
How much is too much to pay a trustee

How much is too much to pay a trustee

  • Aug 30, 09:30 AM EDT
  • CPA (CA)
  • CPA (US)
  • CPA/PFS
  • TEP
  • CSA
Completed
  • 4.5 (130)
FREE
A Trustee’s Duties of Care Under the UPIA
FREE
How much is too much to pay a trustee

How much is too much to pay a trustee

  • Jul 23, 12:30 PM EDT
  • CPA (CA)
  • CPA (US)
  • CPA/PFS
  • TEP
  • CSA
Completed
  • 4.5 (130)
FREE
How much is too much to pay a trustee

How much is too much to pay a trustee

  • May 11, 12:00 PM EDT
  • CPA (CA)
  • CPA (US)
  • CPA/PFS
  • TEP
  • CSA
Completed
  • 4.5 (130)
FREE
A Trustee’s Duties of Care Under the UPIA
FREE
How much is too much to pay a trustee

How much is too much to pay a trustee

  • Apr 29, 12:00 PM EDT
  • CPA (CA)
  • CPA (US)
  • CPA/PFS
  • TEP
  • CSA
Completed
  • 4.5 (130)