Can you invest trust assets in a fund that seeks both financial and nonfinancial goals without violating your fiduciary duties? That’s the question we set out to answer in our first long-form research piece in 10 years.
The piece will be featured in the upcoming ABA publication Real Property, Trust & Estate Law Journal, Vol. 57, No. 3, Fall/Winter 2022.
Submit below for access
An error has occurred.
Please try again later.
- Jennifer Goode
- VP/Director—Wealth Strategies
- Travis Allen
- Senior Investment Strategist, National Managing Director—Wealth and Investment Strategies Group