Title
Looking for the Exits: A Fiduciary?s Sell Strategy Under the Prudent Investor Act
By
John Jeffrey Pankauski and Robert E. Conner
Description
40 PROBATE& PROPERTY � NOVEMBER/DECEMBER 2006 Looking forthe Exits A Fiduciary’s Sell Strategy Under the Prudent Investor Act By John Jeffrey Pankauski and Robert E. Conner The Boston College Center on Wealth and Philanthropy has estimated that 1 trillion to 36 trillion will pass from one generation to the next between 1998 and 2052. Much of this historic and unprecedented transfer of wealth will find its way into trusts and investment accounts to be managed on a discretionary basis...

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