If the proposed trustee believes that he or she knows better than what the grantor wished and that understanding differs from the plain language of the trust, then that person should not act as ...

But back to the Uniform Prudent Investor Act. This act, adopted in Colorado in 1995, sought to modernize legal rules governing how trustees of trusts are allowed to invest trust assets.

As succession laws continue to evolve, the role of nominees in financial assets remains a point of confusion. With a clearer, ...

It took more than two years, but Brookfield trustees have finished the work of allocating more than $870,000 in American Rescue Plan Act funds.