Trust Investments

Using a case study, Edward A. Moses (Bank of America Professor of Finance at the Crummer Graduate School of Business, Rollins College, Winter Park, Florida), J. Clay Singleton (Professor of Finance at the Crummer Graduate School of Business, Rollins College, Winter Park, Florida), and Stewart Andrew Marshall III (shareholder in the Orlando, Florida, office of Akerman Senterfitt) analyze The Appropriate Withdrawal Rate: Comparing a Total Return Trust to a Principal and Income Trust, 31 ACTEC J. 118 (2005).