The Prudent Investor Rule in a Guardianship Context: Balancing Safety, Income, and Court Restrictions

The Prudent Investor Rule in a Guardianship Context: Balancing Safety, Income, and Court Restrictions

Tuesday, June 9, 1:00 - 2:00 PM

Benjamin F. Malsch, MSSC, Senior Trust Officer, Midland Trust

Tentative for 1 general CLE credit

Explore how the Prudent Investor Rule applies within a guardianship framework, where financial decisions must balance safety, income generation, and strict court oversight. This webinar will break down fiduciary responsibilities, investment constraints, and practical strategies to help guardians and advisors manage assets prudently while remaining compliant with legal requirements.

Ben Malsch, MSSC, administers guardianships, special needs trusts, and estate settlements, collaborating closely with attorneys and families to provide prompt, empathetic service. Ben serves as Senior Trust Officer at Midland Trust Company and has more than 30 years of experience administering guardianships and trusts for his clients with empathy and respect. He specializes in administering guardianships for minors and adults with disabilities, special needs trusts, and estate settlement. Ben assists attorneys and families in designing meaningful long-term financial management strategies unique to each client’s circumstances.