Research Catalog

Investing and managing trusts under the new prudent investor rule : a guide for trustees, investment advisors, and lawyers

Title
Investing and managing trusts under the new prudent investor rule : a guide for trustees, investment advisors, and lawyers / John Train and Thomas A. Melfe.
Author
Train, John.
Publication
Boston : Harvard Business School Press, [1999], ©1999.

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Details

Additional Authors
Melfe, Thomas A.
Description
xx, 282 pages : illustrations, forms; 25 cm
Summary
  • "Many current and future trustees are unfamiliar with the far-reaching provisions of the new Prudent Investor Rule, which should soon govern trust investing in all fifty states. Investing and Managing Trusts under the New Prudent Investor Rule explains the investment and administrative obligations - as well as the new liberties - imposed by this stringent Rule."--BOOK JACKET.
  • "This practical, straightforward guide - the first comprehensive discussion of the new Prudent Investor Rule for private trustees - comes complete with useful sample forms, management guidelines, checklists, and a glossary. It is an essential reference for all professional and family trustees as well as their legal and financial advisors."--BOOK JACKET.
Subjects
Note
  • Includes index.
Contents
Ch. 1. Trusts and Trustees -- Ch. 2. Prudence in Perspective -- Ch. 3. Managing a Trust Under the New Rule -- Ch. 4. Investing Under the New Rule -- Ch. 5. For Investment Managers -- Ch. 6. For Lawyers -- Ch. 7. For Trustees and Directors of Tax-Exempt Entities -- App. 1. Specimen Trust -- App. 2. Specimen Trust Digest -- App. 3. The New Prudent Investor Rule -- App. 4. Uniform Prudent Investor Act -- App. 5. Uniform Management of Institutional Funds Act -- App. 6. States That Have Passed the Uniform Prudent Investor Act and the Uniform Management of Institutional Funds Act -- App. 7. Specimen Request for Proposal -- App. 8. Specimen Preliminary Management Questionnaire -- App. 9. Specimen Extensive Management Questionnaire -- App. 10. Specimen Investment Management Agreement -- App. 11. Specimen Statement of Investment Objectives -- App. 12. Checklist for Monitoring an Investment Account -- App. 13. Form ADV, Uniform Application for Investment Adviser Registration.
ISBN
0875848613 (alk. paper)
LCCN
99018403
OCLC
ocm40762770
Owning Institutions
Columbia University Libraries