Risk Mitigation for The Successor Trustee
This presentation by Josh Yager, Esq., CFP of Anodos Law outlines the importance of preparing an estate before a parent's death to reduce burden and risk for the family. It introduces the EstateAudit, a structured process including document review, a detailed balance sheet, an estate tax pro forma, a “treasure map” of key assets and information, a settlement checklist, and a settlement risk assessment. It emphasizes common emotional and logistical barriers to getting organized, including fear of mortality and unresolved family conflict..
Josh Yager, Esq., CFP®, is a California attorney and Managing Partner of Anodos Law. With decades of experience, he is a recognized expert in fiduciary matters, frequent expert witness and statewide lecturer on trustee
governance. Josh and his team help trustees and executors settle estates faster, at lower cost, and with less risk. He has been a member of the Bar since 2005 (#237692) and a CFP® since 1995 (#56308).
