Practical analysis for investment professionals
Uniform Prudent Investor Act
Issues Confronting Fiduciaries Today: Solving a “Three-Variable Problem”
These days, the role of a fiduciary is fraught with challenges and potential pitfalls, ranging from investing in challenging market conditions to ensuring all beneficiaries are treated fairly.
How Not to Bungle a Trust: A Checklist for Investment Trustees
Lawsuits involving estates and trusts are on the rise. Here are 10 tips for trustees to bear in mind to avoid litigation.