Investment Strategies for Trusts

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New Jersey CLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a New Jersey Accredited CLE Provider. To view our full accreditation details please .

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All Courses Available iOS/Android Web

About This Course

In order to invest a trust asset, a trustee must consider and balance a variety of factors to ensure they are acting in the best interest of beneficiaries. Compliance with legal principles regarding asset management, particularly in the absence of specific guidance in trust documents, is likewise crucial.

This CLE course will explain the best strategies for trustees to follow and use particular examples such as the Uniform Prudent Investor Act, adopted by many states, which requires trustees to abide by specific rules when they are investing trust assets.

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