Can you invest trust assets in a fund that seeks both financial and nonfinancial goals without violating your fiduciary duties? That’s the question we set out to answer in our first long-form research piece in 10 years.
The piece will be featured in the upcoming ABA publication Real Property, Trust & Estate Law Journal, Vol. 57, No. 3, Fall/Winter 2022.
Authors
- Jennifer B. Goode
- Director—Institute for Trust and Estate Planning
- Travis Allen
- Managing Director