'Uniform prudent investor act' presentation slideshows

Introduction to Trust Administration

Introduction to Trust Administration. Overview of Administration. 1. Trustee accepts No liability until accept. Overview of Administration. 2. Post bond Unless waived or not required under state law. Overview of Administration. 3. Obtain possession and/or control of trust property.

2.03k views • 163 slides

Chapter 20 Fiduciary Duties and Responsibilities

Chapter 20 Fiduciary Duties and Responsibilities.

918 views • 54 slides

Investments Standard of Care

Investments Standard of Care. Basic Idea. Trustee must invest following the appropriate standard of care. Personally liable for failure to do so. But, trustee is not an insurer; only liable if conduct breaches standard. Possible Standards of Care -- Generally.

395 views • 30 slides

Investments Standard of Care

Investments Standard of Care. Basic Idea. Trustee must invest following the appropriate standard of care. Personally liable for failure to do so. But, trustee is not an insurer; only liable if conduct breaches standard. Possible Standards of Care -- Generally.

470 views • 29 slides

Making Cent$ Out of Chapter Finances

364 views • 27 slides

354 views • 24 slides