Investing and Managing Trusts Under the New Prudent Investor Rule
Investing and Managing Trusts Under the New Prudent Investor Rule
Regular price
Checking stock...
Regular price
Checking stock...
Zusammenfassung
In the next decade, the senior generation will pass on some ten trillion dollars to its heirs, often in the form of trusts. This immense transfer of wealth will place a heavy burden on trustees and executors. This book explains the financial obligations imposed on trustees by this stringent rule.
The feel-good place to buy books
- Free delivery in the UK
- Supporting authors with AuthorSHARE
- 100% recyclable packaging
- B Corp - kinder to people and planet
- Buy-back with World of Books - Sell Your Books
Investing and Managing Trusts Under the New Prudent Investor Rule by Train John
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.
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.
| SKU | Nicht verfügbar |
| ISBN 13 | 9780875848617 |
| ISBN 10 | 0875848613 |
| Titel | Investing and Managing Trusts Under the New Prudent Investor Rule |
| Autor | Train John |
| Buchzustand | Nicht verfügbar |
| Bindungsart | Hardback |
| Verlag | Harvard Business Review Press |
| Erscheinungsjahr | 1999-08-23 |
| Seitenanzahl | 282 |
| Hinweis auf dem Einband | Die Abbildung des Buches dient nur Illustrationszwecken, die tatsächliche Bindung, das Cover und die Auflage können sich davon unterscheiden. |
| Hinweis | Nicht verfügbar |