70 pages matching appropriate in this book
Results 1-3 of 70
What people are saying - Write a review
We haven't found any reviews in the usual places.
Foreword rx CHAPTER 7 THE ADMINISTRATION OF THE TRUST TOPIC 5 INVESTMENT OF TRUST FUNDS Introduction
General Standard of Prudent Investment
42 other sections not shown
administration ALR2d ALR3d amount applicable appropriate authority Bank beneficiaries benefit bequeaths Blackacre bonds breach of trust charitable trust ciaries circumstances co-trustee Comments commits a breach Company court decisions delegation Digest System Key discretion diversification duty of impartiality duty of loyalty duty to diversify entitled ERISA executor exercise fiduciary duty hold Illustration improper investment interest investment program investment strategy involved judgment loss ment Modern Portfolio Theory mortgage mutual funds ordinarily particular trust pooled investment proceeds profit proper prudent investor rule Prudent Man Rule purposes real estate reasonable Reporter's Notes require result risk Section securities sell trust property settlor shares skill specific standard statute surcharge System Key Numbers tion total return Treasury securities trust assets trust estate trust funds trust instrument trust investments trust law trust portfolio trust provision trust terms trustee cannot properly trustee's duty types venture capital vestment violation