Planners are often called upon to invest assets held in trust, but there are many different types. How do you decide which assets are most suitable for a particular type of trust?

The following is an explanation of key features of common trusts, with some suggestions as to investment approaches that might make sense.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access