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Tips for Ensuring an Ethically Compliant Lateral Move
The Law of Trustee Investments, Second Edition
By Christopher P Cline
The Law of Trustee Investments, Second Edition
By Christopher P Cline
A practical guide for trustees on how to fulfill their fiduciary duties to the trust beneficiaries in determining how to invest the trust assets.
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Table of Contents:
- Introduction
- Types of Investments
- Economic Theory of Investments
- Income Taxation of Investments
- Trustee Duties Generally
- The Duty to Diversify
- Duties of Loyalty and Impartiality
- Power to Delegate and Duty to Monitor
- Investment Directions in the Trust Instrument
- Determining Breach and Damages
- Extending the Reach of the Prudent Investor Act
- Effects of Principal and Income Acts on Investing
- Trust Drafting Suggestions
- Developing the Investment Plan
Appendix
Product Details
Authors
Publishers
ABA Book Publishing
ISBN
9781639052790
Page Count
140
Product Code
5431136
Trim Size
7x10, soft cover
Publication Date
3/15/2023 12:00:00 AM
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