Understanding the Trustee’s Duty to Diversity

White Paper


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:

  1. Know the trustee’s statutory requirement regarding diversification.
  2. Understand what may be acceptable rationale for a trustee to leave trust assets undiversified.
  3. Know how to handle precatory instructions the settlor may have given.

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We help trustees save time, reduce risk, and fulfill their fiduciary duties. What makes us unique is that trustee governance support is all we do.