The Law of Trustee Investments, Second Edition

Table of Contents:

• Introduction
• Types of Investments
• Economic Theory of Investments
• Income Taxation of Investments
• Trustee Duties Generally
• The Duty to Diversify
• Duties of Loyalty and Impartiality
• Power to Delegate and Duty to Monitor
• Investment Directions in the Trust Instrument
• Determining Breach and Damages
• Extending the Reach of the Prudent Investor Act
• Effects of Principal and Income Acts on Investing
• Trust Drafting Suggestions
• Developing the Investment Plan
  Appendix