CLE on Trust Funding and Asset Allocation

The National Business Institute is sponsoring a 90-minute national teleconference entitled Trust Funding and Asset Allocation on October 7, 2010. The program description is below:

Ensure financial sustainability of the trusts you create – get a crash course in related funding and allocation tactics. Experienced faculty will take you through the initial and ongoing decision-making regarding assets allocation and prudent investor rules to help you stay compliant. Register today!

• Comply with the prudent investor rules and prevent fiduciary liability.
• Walk through sample asset allocation case studies to analyze the implications of careless financing.
• Plan for level of care in the event of long- and short-term incapacity.