Understanding the Trustee’s Duty to Diversity
What if there’s good reason to not diversify?
A trustee has a duty to diversify the trust assets…unless it is prudent not to do so. In this white paper we will help you:
Know the trustee’s statutory requirement regarding diversification.
Understand what may be acceptable rationale for a trustee to leave trust assets undiversified.
Know how to handle precatory instructions the settlor may have given.