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IMPLEMENTING TOTAL RETURN TRUSTS - Leimberg.com

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IMPLEMENTING TOTAL RETURN TRUSTSPAUL S. LEE, , Copyright 2003 by Paul S. Director, Wealth Management Group, Bernstein Investment Research & Management, based in New York,New York. I would like to sincerely thank the following individuals whose assistance, research and hard workon this project cannot be overstated: Patrick S. Boyle, CFA, CFP, Analyst in the Wealth Management Group,Alice C. Davenport, , Senior Legal Analyst in the Wealth Management Group, Daniel J. Loewy, Director ofResearch in the Wealth Management Group, Robert A.

4 I. INTRODUCTION With the steady decline in interest rates and stock dividend yields over the last 20 years, fiduciaries that can only distribute fiduciary accounting income to current beneficiaries

  Trust, Implementing, Total, Return, Implementing total return trusts, Fiduciaire

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