A Trustee’s duty to monitor the risk within the trust portfolio

By Josh Yager | June 9, 2019 |

Duty to Establish Risk Expectations:  Section 2(b) of the Uniform Prudent Investor Act directs that “A trustee’s investment and management decisions respecting individual assets must be evaluated not in isolation but in the context of the trust portfolio as a whole and as a part of an overall investment strategy having risk [expectations] reasonably suited to the…

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