Course Registration

The Important Role of CPAs and Attorneys in the Administration of Irrevocable Trusts or "How to Avoid Being a Knucklehead"

6/21/20179:00am PDT1 hour
WHEN REGISTERING PLEASE USE THE EXACT NAME YOU WANT TO APPEAR ON YOUR CPE/MCLE COMPLETION CERTIFICATE.

Trustees can reduce their personal risk by creating a Compliance Library which demonstrates they have fulfilled each of their duties of care under the Prudent Investor Act. Developing this library evidences the trustee has acted prudently and in good faith, which is a prerequisite to qualifying for the exculpation clause of the state statute. This library consists of a set of documents that specifically address each of the trustee's statutorily defined obligations.

Participants will:
a) Understand the 5 central duties of care of a trustee;
b) Learn a process for the development and maintenance of a fiduciary library;
c) Hear “best practices” for fiduciary governance procedures; and
d) Learn how to reduce a trustee’s personal liability.

Participants will earn 1.0 CPE/MCLE credit
Field of Study: Specialized Knowledge
In order to be awarded the full credits, you must respond to at least three out of the four polling questions asked during the program.

Additional Information
Prerequisites: None
Who Should Attend: CPAs, Attorneys, Fiduciaries
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based

Refunds and Cancellations:
The course is provided free of charge. Cancellations can be made at any time. For more information regarding complaints, and/or the program policies please contact our offices at jyager@anodosadvisors.com.

Have a question?

Not sure if this is the right course for you? Feel free to contact us anytime.

(805) 899-1245
info@anodosadvisors.com