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 A: Sample trust investment language -- Appendix B: Investment plan flow chart.
Summary:
"A practical guide for trustees on how to fulfill their fiduciary duties to the trust beneficiaries in determining how to invest the trust assets"--Publisher's website
This resource is supported by the Institute of Museum and Library Services under the provisions of the Library Services and Technology Act as administered by State Library of Iowa.