Investing and Managing Trusts Under the New Prudent Investor Rule: A Guide for Trustees, Investment Advisors, and Lawyers - Hardcover

Train, John; Melfe, Thomas A.

Hardcover

ISBN 10: 0875848613 ISBN 13: 9780875848617

Verlag: Harvard Business Review Press, 1999

Inhaltsangabe

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.

Über diesen Titel

Über die Autorin bzw. den Autor

John Train founded Train, Smith investment counsel in New York. He is a regular columnist for the Financial Times, and author of The Money Masters, The New Money Masters, and The Craft of Investing.

Details zur Ausgabe

• Verlag: Harvard Business Review Press
• Erscheinungsdatum: 1999
• ISBN 10: 0875848613
• ISBN 13: 9780875848617
• Einband: Tapa dura
• Sprache: Englisch
• Anzahl der Seiten: 282
• Kontakt zum Hersteller: Nicht verfügbar