Skip navigation

Hope

For at least two years, fiduciaries have been chewing on three major issues that threaten to choke them: the courts' misinterpretation of the Uniform Prudent Investor Act's (UPIA's) requirement for portfolio diversification, the Internal Revenue Service's interpretation of the deductibility of investment advisory fees (IAFs) and, for corporate fiduciaries, the compliance requirements of the U.S. Patriot
Resources

For at least two years, fiduciaries have been chewing on three major issues that threaten to choke them: the courts' misinterpretation of the Uniform Prudent Investor Act's (UPIA's) requirement for portfolio diversification, the Internal Revenue Service's interpretation of the deductibility of investment advisory fees (IAFs) and, for corporate fiduciaries, the compliance requirements of the U.S. Patriot Act.

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]

TAGS: Archive
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish