The Law of Trustee Investments, Second Edition

Table of Contents:

1. Introduction
2. Types of Investments
3. Economic Theory of Investments
4. Income Taxation of Investments
5. Trustee Duties Generally
6. The Duty to Diversify
7. Duties of Loyalty and Impartiality
8. Power to Delegate and Duty to Monitor
9. Investment Directions in the Trust Instrument
10. Determining Breach and Damages
11. Extending the Reach of the Prudent Investor Act
12. Effects of Principal and Income Acts on Investing
13. Trust Drafting Suggestions
14. Developing the Investment Plan

Appendix