Investing and Managing Trusts Under the New Prudent Investor Rule (A Guide for Trustees, Investment Advisors, and Lawyers)

ISBN: 9780875848617
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Overview

By 2010, baby boomers will pass ten trillion dollars to their children. This unprecedented transfer of wealth will boost the need for executors and trustees, many of whom will not know how to manage and invest the assets in their care as required by the New Prudent Investor Rule. Investing and Managing Trusts Under the New Prudent Investor Rule explains this demanding new rule in terms of finance and investing so that professionals and nonprofessionals alike can optimize their clients' wealth while protecting themselves from liability. This book is a must-have for all trustees, their advisors, and anyone called to serve as a fiduciary.

John Train, the author of several bestselling financial guides, applies his dry wit to decipher the New Prudent Investor Rule with legal expert Thomas Melfe. The only straightforward resource to link investment insights with legal ramifications, this comprehensive book will guide investors and trustees as they seek to advise their clients knowledgeably and responsibly. Complete with sample forms, management guidelines, and checklists, this reference is a must-read for all trustees, both individual and corporate, as well as lawyers, estate planners, and investment advisors.

This book title, Investing and Managing Trusts Under the New Prudent Investor Rule (A Guide for Trustees, Investment Advisors, and Lawyers), ISBN: 9780875848617, by John Train, Thomas A. Melfe, published by Harvard Business Review Press (August 23, 1999) is available in hardcover. Our minimum order quantity is 25 copies. All standard bulk book orders ship FREE in the continental USA and delivered in 4-10 business days.

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Product Details

Author:
John Train, Thomas A. Melfe
Format:
Hardcover
Pages:
282
Publisher:
Harvard Business Review Press (August 23, 1999)
Language:
English
ISBN-13:
9780875848617
ISBN-10:
0875848613
Weight:
26.8oz
Dimensions:
7.8" x 9.5"
Case Pack:
16
File:
TWO RIVERS-PERSEUS-Metadata_Only_Perseus_Distribution_Customer_Group_Metadata_20200304160623-20200609.xml
Folder:
TWO RIVERS
As low as:
$28.47
List Price:
$49.95
Publisher Identifier:
P-PER
Discount Code:
C

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