Skip navigation
Kirk GettyImages-523125956.jpg

The Modern Art of Delegation

Avoiding pitfalls in assigning investment management functions as a trustee.
Resources

Many practitioners don’t realize the Uniform Prudent Investor Act (UPIA) provides two standards for managing and investing trust property.1 The standard most referenced is the general standard. It lays out a litany of requirements:

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]

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