Conference Materials

2023

Investing for Irrevocable Trust Assets: Key Considerations

Tuesday, May 2, 2023 10:30 AM - 11:30 AM

Speaker

Lisa Tesarik

Session Description

When it comes to irrevocable trusts, have you wondered what to consider before delegating investment authority, investing in private placements or diversifying assets? While the Uniform Prudent Investors Act broadened the investment parameters for trusts, it also made for a more complex backdrop. This session will cover the various nuances of investing irrevocable trust assets and best practices for addressing these questions are more.

Session Material

Session Material