Pitfalls & Best Practices for Trustees Acting as Investors
Learn about the legal, fiduciary, and investment standards governing the investment of trust assets
- Product Number: 2250073P01
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CLE Credits, earn up to:
1 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
A trustee has the duty to make trust property productive, which requires the trustee to oversee the investment and management of the trust’s assets. This program provides an overview of the investment standards and fiduciary duties implicated by a trustee’s investment authority. The faculty review the fundamentals of modern portfolio theory, the Massachusetts Prudent Investor Act, and drafting considerations for trust language affecting a trustee’s investment obligations. Learn about best practices for selecting and working with an outside investment manager, the distinction between directed and delegated trusts, and how directed and delegated structures are implemented in different jurisdictions like Massachusetts and New Hampshire. Finally, this program addresses special fiduciary issues such as socially responsible investing, ESG (environmental, social, and governance) investing, and investing for charitable trusts.
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Agenda
Agenda & Materials
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9:30 - 9:35 am
Welcome and Introduction
on demand video Add to CartAimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
Kelly J. Guarino, Esq., Fiduciary Trust Company , Boston
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9:35 - 9:40 am
Fiduciary Duties Involved in Investing Trust Property
on demand video Add to CartKelly J. Guarino, Esq., Fiduciary Trust Company , Boston
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9:40 - 9:45 am
Trustees Acting as Investors: Investment Basics and Portfolio Theory
on demand video Add to CartKelly J. Guarino, Esq., Fiduciary Trust Company , Boston
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9:45 - 10:00 am
Trustees Acting as Investors: Prudent Investment Standards
on demand video Add to Cart- Massachusetts Prudent Investor Act
- Drafting considerations
Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
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10:00 - 10:05 am
Trustees Acting as Investors: Selecting and Working with an Outside Investment Manager
on demand video Add to CartKelly J. Guarino, Esq., Fiduciary Trust Company , Boston
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10:05 - 10:20 am
Trustees Acting as Investors: Directed and Delegated Trusts
on demand video Add to CartAimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
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10:20 - 10:25 am
Trustees Acting as Investors: Special Fiduciary Issues
on demand video Add to Cart- Principal & Income - Principal & Income Act Adjustment
- Socially responsible and ESG investing
- Charitable trusts
- Specialty Assets
Kelly J. Guarino, Esq., Fiduciary Trust Company , Boston
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10:25 - 10:30 am
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- Faculty