Risk Mitigation for the Successor Trustee
Unlock the Secrets to Successor Trustee Success
Gain immediate access to our educational video, hosted by Josh Yager, where he will explore the seven key risk mitigation strategies that can dramatically reduce the risks associated with trust administration. Our expert speaker will provide you with the knowledge and tools needed to confidently fulfill your role as a successor trustee, ensuring that you can manage your duties effectively and efficiently.
Key Topics Covered:
- Understanding the legal and fiduciary responsibilities of a successor trustee
- Strategies for managing trust assets and liabilities
- Best practices for communication and reporting to beneficiaries
- Techniques for minimizing personal liability
- And much more!
Why Watch?
This exclusive video is not only CPE approved for CPAs but is an essential resource for anyone who is currently serving as a successor trustee or anticipates taking on this role in the future. By watching this video, you will gain valuable insights and practical advice from industry experts, equipping you with the confidence and skills to handle your responsibilities with ease.
If you have questions or need help with your CPE credits, we’re here to assist you. Please reach out to Tracy Miller at tmiller@elitert.com for support.
Learn from Josh Yager
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. Josh’s articles have been published in the California Trust and Estate Quarterly and California CPA. Josh has testified as an expert witness in California Courts on the following matters: trustee standard of care, trustee compensation, Prudent Investor Act compliance and trust damages calculations.
Gain Instant Access Now!