Restatement of the Law, Trusts (prudent Investor Rule), Volume 1 |
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Page 12
... trust investment by purchasing property owned by the trustee individual- ly . As to the associated general duty to earmark investments made as trustee , see § 179 . The strict duty of loyalty in the trust law ordinarily prohibits the ...
... trust investment by purchasing property owned by the trustee individual- ly . As to the associated general duty to earmark investments made as trustee , see § 179 . The strict duty of loyalty in the trust law ordinarily prohibits the ...
Page 118
... trust , to review the contents of the trust estate and to make and implement decisions concerning the retention and disposition of original investments in order to conform to the requirements of §§ 227 and 228 . a . Duty to restructure ...
... trust , to review the contents of the trust estate and to make and implement decisions concerning the retention and disposition of original investments in order to conform to the requirements of §§ 227 and 228 . a . Duty to restructure ...
Page 164
... trust . f . Trustee has choice of any proper trust investments . If the trustee has general authority to invest funds in securities that are proper investments for the trust and neglects to make any investment , unless the beneficiaries ...
... trust . f . Trustee has choice of any proper trust investments . If the trustee has general authority to invest funds in securities that are proper investments for the trust and neglects to make any investment , unless the beneficiaries ...
Contents
THE ADMINISTRATION OF THE TRUST TOPIC 5 INVESTMENT OF TRUST FUNDS Introduction | 3 |
General Standard of Prudent Investment | 8 |
Common trust funds mutual funds and other vehicles | 48 |
Copyright | |
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Common terms and phrases
administration ALR2d ALR3d amount applicable appropriate authority Bank benefit bequeaths Blackacre bonds breach of trust charitable trust ciaries circumstances co-trustee Comment e Comments Company court decisions delegation Digest System Key discretion diversification duty of impartiality duty of loyalty duty to diversify 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 otherwise particular trust pooled investment proceeds profit proper prudent investor rule Prudent Man Rule purposes real estate reasonable Reporter's Notes require result retention 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