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PRODID:-//hacksw/handcal//NONSGML v1.0//EN
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METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20260520T141500Z
DTEND:20260520T160000Z
LOCATION:North Ranch Country Club
UID:2872320260520T141500ZRisk Mitigation for The Successor Trustee
DTSTAMP:20260420T025256Z
DESCRIPTION:\n \n \nThis 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..\n \n \n \nJosh 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\n 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).\n
SUMMARY:Risk Mitigation for The Successor Trustee - Conejo Valley Estate Planning Council 
PRIORITY:3
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TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
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