In their Surrogate's Practice and Proceedings column, Charles F. Gibbs, a partner at Holland & Knight, and Colleen F. Carew, a court attorney-referee with the Surrogate's Court, Westchester County, discuss a recent symposium on how trustees should invest going forward, including topics such as passive investing, equities vs. bonds, avoiding the erosion of trust principal, and keeping an eye on costs.
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Taking Stock of the Prudent Investor Act 2011
New York Law Journal
February 29, 2012
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