LA Estate Planning Cte: Investment Governance for Trustee - "What's My Job?" | G2100919 2019 | CalCPA Institute | 18 September 2019 | The Olympic Collection Banquet & Conference Center, 11301 W Olympic Blvd, Los Angeles, CA 90064, USA
Venue
The Olympic Collection Banquet & Conference Center
The Olympic Collection Banquet & Conference Center, 11301 W Olympic Blvd, Los Angeles, CA 90064, USA
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| Event Date |
Wed Sep 18 PDT (about 5 years ago)
In your timezone (EST): Wed Sep 18 2:30pm - Wed Sep 18 5:00pm |
| Location |
The Olympic Collection Banquet & Conference Center
11301 W Olympic Blvd, Los Angeles, CA 90064, USA |
| Region | Americas |
Details
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 demonstrates the trustee has acted prudently and in good faith which is a prerequisite to qualifying for the exculpation clause of the state statute.
Objectives:
• Recognize the key elements of a fiduciary governance process.
• Identify what documents to include in the trustee's compliance library.
• Determine how to create records of, "What you did, when you did it and why."
Major Subjects:
• Review fiduciary duties of care under California Probate Code.
• Identify a process for the development and maintenance of a fiduciary library.
• Share “best practices” for fiduciary governance procedures.
• Reduce trustee’s personal liability
Speakers
2019 Speaker
Josh Yager
Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC).
Sponsors & Partners
2019 Sponsors
• Maniaci Insurance Services
• Fiduciary Trust International