Investment Publications

A Risk Primer for Investment Fiduciaries (with special attention to the management of endowment funds)

Patrick J. Collins, Ph.D., CLU, CFA, California Trusts and Estates Quarterly (Fall, 2002), pp. 4-24.

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Black Swans and Albino Crows

Patrick J. Collins Ph.D., CLU, CFA, ALI-CLE Course of Study Materials: Representing Estate and Trust Beneficiaries and Fiduciaries, (Chicago, 2014) pp. 524-534.

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Diversification: Recent Legal and Academic Perspectives

Patrick J. Collins, Ph.D., CLU, CFA, California Trusts and Estates Quarterly (Summer, 2003).

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Financial Consequences of Distribution Elections From Total Return Trusts – Part 1

Patrick J. Collins Ph.D., CLU, CFA, Sam L. Savage Ph.D., Josh Stampfli, MS ESSOR, Real Property, Probate and Trust Journal (Summer, 2000) pp. 243-304.

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