Home / Columns and Features / Estate planning for potential political, tax and economic changes: A guide for trustees (access required)

Estate planning for potential political, tax and economic changes: A guide for trustees (access required)

With the current COVID-19 pandemic and the upcoming Presidential election, we are living in very uncertain economic and political times. This uncertainty places additional burdens on trustees of trusts seeking to fulfill their fiduciary obligations to the trust beneficiaries. In this article, we focus on how trustees can protect against liability under New York’s Prudent Investor Act (the “Act”) in light ...

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