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Anodos trusteewhat

SO, YOU'RE A CPA AND A TRUSTEE. NOW WHAT?

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 5, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelIntermediate
Course Description

So, you’re a CPA and a Trustee. You said "Yes" when your client asked "Will you serve as my successor trustee?" We don’t need to belabor why you said yes or whether you regret saying yes or if your partners are happy about your decision. What's done is done. Now, the settlor is dead and you are the trustee. And for that you will receive treasures in heaven… and consternation here on earth, because the beneficiaries whom you serve don’t yet trust or know you.

This course will help trustees save time, reduce their personal risk, and fulfill their duties of care. A governance process will be presented which meets each of a trustee’s duties of care under the Prudent Investor Act:

Learning Objectives

  • Duty to have a plan.

  • Duty to balance risk and return.

  • Duty to diversify.

  • Duty to pay only reasonable fees.

  • Duty to prudently delegate.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Josh Yager is a recognized content expert on the issues of fiduciary duties relating to the management and oversight of trust assets. He lectures extensively on the policies and procedures for conducting investment manager audits to CPAs, attorneys, and professional fiduciaries throughout the country. Josh is Managing Partner at Anodos Advisors and a licensed attorney. Prior to founding Anodos in 2005, Josh worked for fifteen years as an investment advisor with Mercer Advisors. Josh likes to read books about dead presidents.

About Our Presenter

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Anodos helps trustees (ERISA, Individual, and Endowment) save time, reduce their personal risk, and fulfill their fiduciary duties. We do this by helping the trustee conduct audits of the money managers to whom investment duties have been delegated. We help our clients answer the question "Are the investment managers and consultants as good as they claim to be?" Fiduciaries have an affirmative duty to provide ongoing and independent oversight of the money managers. What makes us unique is that we do not manage money or sell insurance. Doing fiduciary audits, benchmarking studies, and performance attribution is all we do.