A Hypothetical Dan’s advisor has adequate experience in managing funds and recently had made substantial gains for some of his clients by aggressive investing in young companies in the computer field. He recommends two such companies for Dan’s trust, Banana Technology and Gargle Worldwide, which he believes will be the next Apple and Google, respectively. Accordingly, he instructs the trustee to invest $900,000 in each company (representing over 30 percent equity in ...

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