Investment Strategies for Different Types of Trusts, with Administrative and Fiduciary Considerations
This presentation will delve into the analysis a trustee should undertake to understand and contemplate the potential issues that can be associated with such characteristics and provisions when designing and implementing an investment plan for a trust.
Trusts come in many forms and have various characteristics and distribution provisions. This presentation will delve into the analysis a trustee should undertake to understand and contemplate the potential issues that can be associated with such characteristics and provisions when designing and implementing an investment plan for a trust.
It will also discuss the various ongoing reviews a trustee should conduct with respect to a trust’s investments, including marketable securities and illiquid investments (such insurance policies), in order to maintain an appropriate investment approach for the trust.