Table of Contents
The Law of Trustee Investments
By Christopher P Cline
The Law of Trustee Investments
By Christopher P Cline
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The book begins with an in-depth introduction to investment basics, examines such issues as the law of diversification and the prudent investor act standard, explores how to determine breach and damages, and explains the effects of principal and income acts on investing.
The book concludes by addressing the drafting of an investment plan by the trustee, a key topic because under the UPIA a fiduciary is judged not on his or her actual investment performance, but rather on the appropriateness of the investment plan. This chapter provides practical guidelines for newly-appointed trustees on how to develop such a plan, including specific comments directed to life insurance trusts, where a life insurance policy is usually the primary investment. Appendices offer sample trust investment language and an investment plan flow chart.
Product Details
Authors
Christopher P Cline
Sponsors
Section of Real Property, Trust and Estate Law
Publishers
ABA Book Publishing
ISBN
9781604423563
Page Count
130
Product Code
5430479
Trim Size
7 x 10 Paperback
Publication Date
4/9/2009 12:00:00 AM
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