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What are the key factors that a trustee should consider when investing and managing trust assets?

November 30, 2015
  1. General economic conditions
  2. Possible effects of inflation or deflation
  3. Tax consequences of investment decisions
  4. Expected total return (income and capital gains)
  5. Beneficiary needs for liquidity, income and capital preservation or appreciation
  6. Assets that have a special relationship or value to the trust or its beneficiaries

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