Uniform Prudent Investor Act — (UPIA), which was adopted in 1992 by the American Law Institute s Third Restatement of the Law of Trusts ( Restatement of Trust 3d ), reflects a modern portfolio theory and total return approach to the exercise of fiduciary investment discretion … Wikipedia
Uniform Prudent Investor Act - UPIA — An updated trust investment law that reflects the changes that have occurred in investment practice since the late 1960s, specifically with regard to modern portfolio theory. The Uniform Prudent Investor Act (UPIA) made five fundamental changes… … Investment dictionary
Uniform Prudent Investor Act — A uniform statute that sets out guidelines for trustees to follow when investing trust assets. Category: Wills, Trusts & Estates → Living Trusts & Avoiding Probate Nolo’s Plain English Law Dictionary. Gerald N. Hill, Kathleen Thompson Hill. 2009 … Law dictionary
Dodd–Frank Wall Street Reform and Consumer Protection Act — Full title An Act to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end too big to fail , to protect the American taxpayer by ending bailouts, to protect consumers… … Wikipedia
United States trust law — Introduction Most law regulating the creation and administration of trusts in the United States is now statutory at the state level. In August 2004, the National Conference of Commissioners on Uniform State Laws created the first attempt to… … Wikipedia
List of Uniform Acts (United States) — In the United States, a Uniform Act or Uniform Law is a proposed state law drafted by the National Conference of Commissioners on Uniform State Laws (NCCUSL). TOC Drafting of uniform acts In the United States, a Uniform Act or Uniform Law is a… … Wikipedia
John H. Langbein — (born 1941) is the Sterling Professor of Law and Legal History at Yale Law School. He is an internationally known expert in the fields of trusts and estates, comparative law, and Anglo American legal history. Professor Langbein earned his A.B. in … Wikipedia
W. Scott Simon — is an American financial writer. His works include Index Mutual Funds: Profiting from an Investment Revolution (1998) and The Prudent Investor Act: A Guide to Understanding (2003). He also writes a monthly column for Morningstar … Wikipedia
Austin Wakeman Scott — (1886 1981) wrote a ten volume treatise covering many topics of personal trusts such as the formation and termination of express trusts, resulting and constructive trusts, and the conflicts of interest encountered in the administration of trusts … Wikipedia
material — Important; more or less necessary; having influence or effect; going to the merits; having to do with matter, as distinguished from form. Representation relating to matter which is so substantial and important as to influence party to whom made… … Black's law dictionary