Annual Sponsors: Steve Fingerhut & Paige Fingerhut,CSULB OFfice of Planned Giving, and Manufacturers Bank

How much should a trustee be paid? An analysis of the California Rules of Court 7.776

Date: Thursday, October 1, 2020
Time: 12:00pm - 1:30pm
Location: Zoom
Speaker: Josh Yager

How much should a trustee be paid? An analysis of the California Rules of Court 7.776

***Friends and guests of the council: email admin@eptclb.org to pay a reduced $30 guest fee for meeting access***

How much should a trustee be paid? Few trustees or their professional advisors can provide a thoughtful or comprehensive response to this question. Not surprisingly, many beneficiaries and their professional advisors frequently object to whatever the answer may be. Disagreements about the trustee’s compensation are exacerbated during periods of heightened financial uncertainty. This presentation seeks to provide a road map for both trustee and the beneficiaries, of how to answer the ubiquitous question, “How much should a trustee be paid?”

 

Josh is a fantastic fellow.

 

Thank you to this month's speaker sponsor

Thank you to our annual sponsors

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