Investing and Managing Trusts Under the New Prudent Investor Rule : A Guide for Trustees, Investment Advisors, and Lawyers
Book Details
Format
Hardback or Cased Book
ISBN-10
0875848613
ISBN-13
9780875848617
Publisher
Harvard Business Review Press
Imprint
Harvard Business Review Press
Country of Manufacture
US
Country of Publication
GB
Publication Date
Aug 23rd, 1999
Print length
282 Pages
Weight
759 grams
Product Classification:
Management accounting & bookkeepingInvestment & securities
Ksh 6,650.00
Re-Printing
0 in stock
Delivery Location
Delivery fee: Select location
Secure
Quality
Fast
In the next decade, the senior generation will pass on some ten trillion dollars to its heirs, often in the form of trusts. This immense transfer of wealth will place a heavy burden on trustees and executors. This book explains the financial obligations imposed on trustees by this stringent rule.
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.
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.
Get Investing and Managing Trusts Under the New Prudent Investor Rule by at the best price and quality guaranteed only at Werezi Africa's largest book ecommerce store. The book was published by Harvard Business Review Press and it has pages.
