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 ...
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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.
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Add this copy of Investing and Managing Trusts Under the New Prudent to cart. $1.99, very good condition, Sold by ThriftBooks-Atlanta rated 5.0 out of 5 stars, ships from Brownstown, MI, UNITED STATES, published 1999 by Harvard Business Review Press.
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Good. Hardcover This item shows wear from consistent use but remains in good readable condition. It may have marks on or in it, and may show other signs of previous use or shelf wear. May have minor creases or signs of wear on dust jacket. Packed with care, shipped promptly.
Add this copy of Investing and Managing Trusts Under the New Prudent to cart. $8.46, very good condition, Sold by Books of the World rated 5.0 out of 5 stars, ships from Arlington, VA, UNITED STATES, published 1999 by Harvard Business School Pres.
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Very Good+ in Very Good+ jacket. Boston: Harvard Business School Press, August 1999. First Edition / full nu mber line. Very Good+ book in a Very Good+ jacket. Interior pristine. Spine straight and tight. Foxing to edges. Jacket rubbed, spine lightly faded. N ot from a library. No remainder mark. Not clipped. 282 pages. Author: John Train; Thomas A. Melfe.
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