Investment Strategies for Trusts

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Virgin Islands CLE
Accreditation Info

United Institute for Continuing Legal Education offers CLE courses accredited in many states throughout the country. Attorneys licensed in the Virgin Islands may earn 20 credit hours with us. To view our full accreditation details please .

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All Courses Available iOS/Android Web

About This Course

In order to invest a trust asset, a trustee must consider and balance a variety of factors to ensure they are acting in the best interest of beneficiaries. Compliance with legal principles regarding asset management, particularly in the absence of specific guidance in trust documents, is likewise crucial.

This CLE course will explain the best strategies for trustees to follow and use particular examples such as the Uniform Prudent Investor Act, adopted by many states, which requires trustees to abide by specific rules when they are investing trust assets.

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