Understanding the Trustee’s Duty to Diversity

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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White Paper