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.