Publisher's Synopsis
John Train, the author of several bestselling financial guides, applies his dry wit to decipher the New Prudent Investor Rule with legal expert Thomas Melfe. The only straightforward resource to link investment insights with legal ramifications, this comprehensive book will guide investors and trustees as they seek to advise their clients knowledgeably and responsibly. Complete with sample forms, management guidelines, and checklists, this reference is a must-read for all trustees, both individual and corporate, as well as lawyers, estate planners, and investment advisors.