National Law Foundation
Estates, Gifts, Trusts & Tax Materials
Books, Audiotapes, Audio CDs, Videotapes, DVDs, and FORMS
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National Law Foundation Estates, Gifts, Trusts & Tax Materials Books, Audiotapes, Audio CDs, Videotapes, DVDs, and FORMS |
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Get Acrobat Reader free here.
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“Total Return” Trusts: Prudent Investing And The Impartiality Issues
The 72-page course book and 2.1-hour May 7, 2005 presentation by Edward C. Halbach, Jr., Esq. give you a useful and unique analysis from the reporter for the American Law Institute’s Restatement Third of the Law of Trusts project of “total return” trusts, one of the hottest and most confusing new concepts in trust drafting and planning. Mr. Halbach served as dean at Boalt Hall, University of California - Berkeley from 1966 to 1975. He is currently Walter Perry Johnson Professor of Law, Emeritus. Topics include: • Principles Of Prudence Under The “Prudent Investor Rule” • Duty With Respect To Diversification - compensated risk • Duty With Respect To Suitability Of Risk Levels and Return Targets • Duty With Respect To Delegation • Duty To Be Cost-Conscious - proprietary mutual funds such as bank common trust funds • Duty Of Impartiality • The Modernized Principal-Income Acts and Their Tax Treatments - “total return” - need for “adjustment” or “unitrust”
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