NAAG provides a growing library of on-demand resources*, including courses, archived podcasts, and more, designed to deliver practical, high-quality training for the attorney general community.
Our on-demand courses include recordings of prior programs as well as purpose-built learning experiences covering a wide range of topics relevant to attorney general community and beyond. On-demand courses are available to both members and non-members, with certain offerings eligible for continuing legal education (CLE)** credit depending on the course and jurisdiction.
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This course provides a comprehensive overview of the legal frameworks governing investment decisions for estates, trusts, and charitable organizations. Participants will gain insights into the Uniform Prudent Investor Act (UPIA) and the Uniform Prudent Management of Institutional Funds Act (UPMIFA), focusing on their practical applications and implications for fiduciaries. The course will cover essential factors that fiduciaries must consider when making investment decisions, including risk management, time horizons, and the importance of adhering to donor intent. Additionally, attendees will learn how to apply modern portfolio theory to develop effective investment strategies that align with the unique needs of estates and charitable organizations. Through case studies and practical examples, this course aims to equip legal professionals with the knowledge necessary to navigate the complexities of fiduciary investment responsibilities.
- Understand the principles of the Uniform Prudent Investor Act (UPIA) and its application to fiduciaries.
- Identify the key factors and considerations under the Uniform Prudent Management of Institutional Funds Act (UPMIFA).
- Evaluate investment decisions in the context of estates, trusts, and charitable organizations.
- Analyze the impact of time horizons on investment strategies for estates and endowments.
- Apply modern portfolio theory to create effective investment strategies for fiduciaries.
This is a members-only resource. Please log in to register for or access this resource.
* Some of our resrouces, including on-demand courses, require you to log in or create an account to register and/or access the content.. If you do not already have an account, you will be prompted to create one.
** Before registering for any CLE-eligible course, participants should verify that their jurisdiction permits on-demand and/or self-study CLE, as requirements vary by state and territory.