Travels Along the Efficient Frontier…Toward a New Duty of Loyalty

Date

2011

Journal Title

Journal ISSN

Volume Title

Publisher

Texas Tech Estate Planning & Community Property Journal

Abstract

Takes a fresh look at the historical backdrop that gave rise to prudent investing and the impact it has had on trust investment and administration. Additionally, discusses the implications of the “new” duty of loyalty and how the parities of today’s fiduciary relationships can and should respond to this new landscape.

Description

Rights

Rights Availability

Keywords

Duty of loyalty, Fiduciary, Trust administration, Trust investment, Prudent investing

Citation

Gregory T. Holtz, Travels Along the Efficient Frontier…Toward a New Duty of Loyalty, 4 Est. Plan. & Cmty. Prop. L. J. 79 (2011).