ACTEC – The American College of Trust and Estate Counsel

ACTEC – The American College of Trust and Estate Counsel

• actecfoundation.org/
• actecfoundation.org/podcasts/lawyers-as-trustee-risks-ethics/

• 2012 11 – ACTEC – The Uniform Prudent Investor Act and Trust-Owned Life Insurance: The Impossible Dream or a Match Made in Heaven – Bonus/Supplemental Material, Society of Financial Service Professionals – 93p
  • Four part series on the administration of life insurance as an asset of trust:
    1. p2-47Trustee Administration of Life Insurance
    2. p24- 48 – Standards of Prudence and Management of the Insurance Portfolio
    3. p49-62 – Evidencing Care, Skill and Caution in the Management of ILITS
    4. p63-93 – ILIT Asset Management: The Written Investment Policy Statement

• Life Insurance Policies and Estate Planning – by ACTEC Fellows Lawrence Brody and Jonathan W. Michael – [link]