Master the legal and practical aspects of crafting compliant investment policies for trusts, ensuring your clients' assets are managed ethically and effectively.
This course delves into the intricate world of investment policies within trusts, providing a comprehensive understanding of legal guidelines and compliance requirements. You'll gain invaluable insights into the Uniform Prudent Investor Act (UPIA), the Uniform Trust Code (UTC), and their practical implications for managing trust assets effectively.
Explore the significance of trust-level investment policy statements (IPSs), their key components, and their crucial role in outlining investment objectives, risk tolerance, asset allocation, and monitoring strategies. Understand the nuances of managing non-productive assets, such as primary residences, and how to navigate their complexities within the framework of an IPS.
This course will equip you with the knowledge and skills to:
Whether you're a trust administrator, attorney, investment advisor, or simply interested in managing your own trusts, this course provides essential knowledge and practical guidance for navigating this complex field.
Empowering Legal Professionals, One Hour at a Time
CLE for Me provides innovative, accessible, and engaging Continuing Legal Education designed to meet the needs of today’s busy legal professionals. With a focus on practical insights, emerging trends, and compliance requirements, we deliver courses that are as impactful as they are convenient. Our expert-led programs empower attorneys to stay informed, enhance their skills, and excel in their practice—all at their own pace.
Licensed New York Attorney
Licensed in New York and currently based in Illinois. She is in her fifth year as a corporate attorney and has experience working in law firms and in-house settings. Her focus includes corporate law, including entity formation, equity issuance, and a focus on equity and debt financings as well as merger and acquisition transactions. She also has experience in commercial agreements and privacy and data security law.
