Families are becoming more sophisticated about wealth management, incorporating modern trust documents into their estate-planning goals and looking for ways to maximize the flexibility of their trust investments. Typically, a trustee's duties and flexibility regarding investment responsibilities vary depending upon whether a state has adopted the Prudent Investor Act (PIA); whether a trust is directed or delegated; the individual state statutes; the trust instrument itself; and whether the
All access premium subscription
Please Log in if you are currently a Trusts & Estates subscriber.
If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.
Questions about your account or how to access content?
Contact: [email protected]