Fiduciary duties under the Prudent Investor Act (California Probate Code §16047 -§16052) or How to avoid being a knucklehead.
EPTCLB Program and Luncheon:
Josh Yager, "Fiduciary duties under the Prudent Investor Act (California Probate Code §16047 -§16052) or How to avoid being a knucklehead. "
Many fiduciaries ask, “Am I doing all that I can to minimize my personal risk as I serve as a trustee, conservator or guardian?” Trusted Advisors are ideally positioned to help their clients develop and administer a process which documents compliance with fiduciary duties under the Prudent Investor Act (Section §16047 -§16052).
The Grand Event Center 4101 E Willow St 90815
Josh Yager Bio
Between 1992 and 2004 I was an investment advisors responsible for over $300m of investment capital. I got to a point that I couldn’t remember all of my clients names and I wasn’t having fun any more so I quit to start my “dream job”. I established Anodos in 2005. Anodos is a consulting firm that acts as a Chief Compliance Officer for individual trustees and fiduciaries. I am a licensed attorney, a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC).
CalBar, Estate Planning Section
Estate Planning Counsel, Santa Barbara
Professional Fiduciary Association of California (PFAC), Affiliate Member
Financial Planning Association (FPA)
BDO Alliance Member
Admitted to California State Bar
Certified Financial Planner (CFP®)
Chartered Financial Consultant (ChFC)
Westmont College, Santa Barbara, CA