There are many reasons it’s exciting (and daunting) to be a fiduciary in times of seismic change. Shifting tax rules, complex investment vehicles, new fiduciary legislation, technological innovations and evolving donor and beneficiary expectations all combine to challenge a trustee’s way of doing things. How do fiduciaries evolve and fit new situations into rubrics of laws that have their bases in the Middle Ages? Here are some things we see on the horizon.
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