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.
Taking Stock of the Prudent Investor Act 2011
New York Law Journal
February 29, 2012
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