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Investing and managing trusts under the new prudent investor rule

a guide for trustees, investment advisors, and lawyers
Pages
282
Published
1999
Language
English

Synopsis

This guide clarifies the new Prudent Investor Rule, which is set to govern trust investing across the United States. It details the investment and administrative duties, as well as the new freedoms, introduced by this significant regulation. Complete with sample forms, management guidelines, checklists, and a glossary, this reference is essential for professional and family trustees, along with their legal and financial advisors.

About the author

J
John Train

John Train is the author of The Money Masters, a look into the lives of some of the most influential figures in finance. He writes about business and investing.