Keywords: trusts and trustees, Trustee Act, total return investing, charities, charitable uses, trusts and foundations, wills, estates & life planning, portfolio theory, income, capital, Howe v. Lord Dartmouth, conflict of laws, Trustee Act Modernization Committee
The following backgrounder is available in Adobe Acrobat (PDF) format.
Return to the Total Return Investing by Trustees project page.
This website and its publications are not legal advice. Need legal assistance? Visit our Resources page.