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Can Your Trustee Clients be Taught Prudent Investing?

 
Understand how compliance with the uniform prudent investor act will protect your trustees from losses. Many estate planning, elder law, and probate attorneys are familiar with the legal application of the Uniform Prudent Invest Act (UPIA), but are not as familiar with the investment mandates required of those who accept fiduciary liability for management of estate assets. UPIA requires the fiduciary to exercise care, skill and caution in vetting and monitoring advisors. Done properly, that can transfer liability from themselves to the investment advisers. This topic shows attorneys and trustees how to comply with the investment mandates of UPIA and how to transition from grantor-managed accounts to fiduciary accounts to minimize liability. This content will also explain how to monitor portfolios for return, risk, and diversification as required by UPIA. This information is critical for attorneys whose planning will create fiduciary relationships and also for those who are acting as fiduciaries through the management of non-personal assets.

Faculty

Lee H. Anke

Lee H. Anke

Prudent Investors Network, Inc.

Agenda

Faculty

Lee H. Anke

Lee H. Anke

Prudent Investors Network, Inc.

  • CEO of Prudent Investors Network
  • SEC-registered investment advisor (RIA) specializing in servicing the needs of both public and private fiduciaries/trustees
  • Manages the firm’s premier product, the PIN Conservative Portfolio discipline, for Public Guardians, private professional fiduciaries, family fiduciaries and individuals
  • Serves as an expert witness
  • Frequent speaker and has written numerous publications
  • M.B.A. degree, University of Utah; Master's degree, University of California at Riverside; Bachelor's degree, Pomona College
  • Can be contacted at 800-455-1288

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