Tag Archives: Asset concentration

Too Many Eggs in the Trustee’s Basket

I recently worked on a piece of trust litigation where the deceased Grantor of a Trust restricted the ability of the Trustee to sell a leveraged asset that comprised > 95% of the Trust’s assets.  Regardless of the Grantor’s intentions, … Continue reading

Posted in Duties of Trustee, Estate Planning, fiduciary, Investments, Prudent Investor Rule, Trust, Trust Administration | Tagged , , , , , | Leave a comment