Trustee

  • 5 Posts
  • 1 Sections
  • 1 Types
August 18, 2024 6 min read Dictionary
Blind Trust
Trusts Financial Planning Blind Trust Investment Conflict of Interest Trustee Trustor
A clever financial entity designed to avoid conflicts of interest while keeping you blissfully unaware of your investments
Read more about Blind Trust.
August 18, 2024 6 min read Dictionary
Living Trust
Estate Planning Trusts Asset Protection Probate Grantor Trustee Beneficiaries
An estate planning tool that allows individuals to manage assets during their lifetime and dictate their distribution after death.
Read more about Living Trust.
August 18, 2024 7 min read Dictionary
Trust Fund
Financial Planning Estate Planning Trust Fund Estate Planning Grantor Beneficiary Trustee
A financial instrument established to hold and manage assets on behalf of another, offering protections and benefits while ensuring that the grantor's wishes are fulfilled.
Read more about Trust Fund.
August 18, 2024 6 min read Dictionary
Trustee
Finance Law Trustee Fiduciary Financial Management Asset Management Trust Fund
A financial fiduciary with the responsibility to manage assets for the benefit of others—hopefully without throwing a party with your money!
Read more about Trustee.
August 18, 2024 5 min read Dictionary
Uniform Prudent Investor Act (UPIA)
Law Finance Investment Trustee Fiduciary Finance Guidelines
A modern guideline for trustees on prudent investing and financial discretion.
Read more about Uniform Prudent Investor Act (UPIA).

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