Estate and Succession Planning
Dean Mead’s Estate and Succession Planning Department is one of the largest and most respected groups of estate planning attorneys in Florida. We are frequently…
How to Manage Liability Under the Prudent Investor Rule
Dean Mead’s Trust & Estate Litigation Practice Group hosted a breakfast briefing on September 20, 2011 on the topic of “How to Manage Liability Under the Prudent Investor Rule”.
Topic Description: The Florida Prudent Investor Act was enacted in 1993 to establish the duties owed by a fiduciary in managing investment assets. Given the historic market collapse in recent years and the uncertainty in today’s markets, a fiduciary must be vigilant in complying with the Act to avoid liability for mismanagement of assets. This presentation focused on managing a fiduciary’s liability under the Florida Prudent Investor Act.
Please review the attached presentation outline that was provided at this program.
