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Texas Archival Resources Online

TABLE OF CONTENTS


Collection Summary

Historical Background

Contents of the Collection

Restrictions

Index Terms

Related Material

Administrative Information

Description of Series

Uniform Prudent Investor Act 1991-1998

University of Texas, Tarlton Law Library

A Guide to the Uniform Prudent Investor Act, 1991-1998



Collection Summary

CreatorUniform Law Commission
TitleUniform Prudent Investor Act
AbstractThe collection consists of materials related to drafting the Uniform Prudent Investor Act (UPIA). The papers were donated by Edward I. Cutler, Bion M. Gregory, Robert Haydock, Jr., Fred H. Miller, Matthew S. Rae, Jr., Robert A. Stein and Richard V. Wellman.
Size1.2 linear feet (3 boxes).
RepositorySpecial Collections, Tarlton Law Library, The University of Texas at Austin,
727 E. Dean Keeton St., Austin, TX 78705-3224, (512) 471-7071

Historical Background

Uniform Prudent Investor Act (UPIA), promulgated in 1994, modifies the law governing the actions of trustees, reversing common law rules that restrict the investment powers of trustees. The new act requires a trustee to invest as a prudent investor would, using reasonable care, skill and caution in light of the objectives and risk tolerance of the individual trust. Diversification of assets is an obligation. Trustees can delegate investment responsibilities to experts. Within the scope of these powers and duties, trustees can choose to invest in any kind of asset that meets the objective of the specific trust.*

*Source: Uniform Law Commission web site.

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Contents of the Collection

The collection contains correspondence, meeting materials, publications, drafts, notes, and enactment and research materials related to the Uniform Prudent Investor Act.

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Restrictions

Access Restrictions

Duplication restrictions on copyrighted material in research files. Please contact the Department of Special Collections for more information.

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Index Terms

Major Subjects
National Conference of Commissioners on Uniform State Laws.
Uniform Law Commission.
Uniform state laws.
Cutler, Edward I.
Gregory, Bion M.
Haydock, Jr., Robert.
Miller, Fred H.
Rae, Jr., Matthew S.
Stein, Robert A.
Wellman, Richard V.

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Related Materials

Additional material on the Uniform Prudent Investor Act may be found at the Uniform Law Commission web site.

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Administrative Information

Cite As

Uniform Prudent Investor Act, Uniform Law Commission Archives, Tarlton Law Library, The University of Texas at Austin.

Acquisition Information

On loan from the Uniform Law Commission, 2012.

Processing Information

Processing completed September 2015 by Kate Roden.

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Detailed Description of the Collection

Uniform Prudent Investor Act 1991-1998

boxfolder
11Correspondence, 1991-1992
Creator: Wellman, Richard V.
2Correspondence, 1992-1996
Creator: Gregory, Bion M.
3Correspondence, 1993-1995
Creator: Wellman, Richard V.
4Correspondence, 1993-1996
Creator: Cutler, Edward I.
5Correspondence, 1991-1998
Creator: Stein, Robert A.
6UPIA Drafting Committee Roster
Creator: Gregory, Bion M.
7UPIA Drafting Press Releases, 1992
Creator: Miller, Fred H.
8Estate Planning Committee Meeting, 1992
Creator: Stein, Robert A.
9Policy Issues Memo, 1993
Creator: Cutler, Edward I.
10UPIA ULC News
Creator: Rae, Jr., Matthew S.
11Press Release
Creator: Stein, Robert A.
12Drafts, 1992
Creator: Wellman, Richard V.
13Drafts, 1992-1993
Creator: Miller, Fred H.
14Drafts, 1993
Creator: Gregory, Bion M.
15Drafts, 1993
Creator: Haydock, Jr., Robert
boxfolder
21Drafts, 1993-1994
Creator: Gregory, Bion M.
2Drafts, 1993-1994
Creator: Cutler, Edward I.
3Drafts, 1993-1994
Creator: Stein, Robert A.
4Drafts, 1993-1994
Creator: Wellman, Richard V.
5Drafts, 1994
Creator: Miller, Fred H.
6Drafts, partial
Creator: Wellman, Richard V.
7Drafts, 1994
Creator: Rae, Jr., Matthew S.
8Handwritten Notes
Creator: Rae, Jr., Matthew S.
9Handwritten Notes
Creator: Wellman, Richard V.
10State Enactment Materials, 1992
Creator: Stein, Robert A.
11State Enactment Materials, 1991
Creator: Miller, Fred H.
12State Enactment Materials, 1992
Creator: Miller, Fred H.
13State Enactment Materials, 1994-1996
Creator: Gregory, Bion M.
boxfolder
31State Enactment Materials
Creator: Wellman, Richard V.
2International Enactment Materials, 1995-1996
Creator: Gregory, Bion M.
3Research Materials
Creator: Cutler, Edward I.
4Research Materials
Creator: Miller, Fred H.
5Research Materials
Creator: Rae, Jr., Matthew S.
6Research Materials
Creator: Wellman, Richard V.

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