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Many financial advisors ask, “How can I add value for my clients who serves as trustees of long-term trusts?” Join Josh Yager, a licensed attorney and CFP, as he shares how he helps trustees save time, reduce their personal risk, and fulfill their fiduciary duties of care that include:

  • Fiduciary Governance Best Practices
  • Duty to prudently administer the trust.
  • Duty to establish return objectives.
  • Duty to establish risk expectations.
  • Duty to Diversify the trust assets.
  • Duty to pay only fair fees.
  • Duty to prudently select and delegate investment functions.
  • Duty to independently monitor.

Learning Objectives:

  • Review fiduciary duties of care under Uniform Prudent Investor Act.
  • Identify the elements of a Fiduciary Governance process.
  • Outline the work product to be included in a trustee’s compliance library for each duty of care.

*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

 

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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A CFP ID number will be required in order to receive CE credit for this webinar.