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A basic problem in this situation is that
Personal Trusts
Financial instruments in which assets are held by a trustee for the benefit of the trust's beneficiaries according to the terms of the trust agreement.
Risk Averse
A description of an investor's or institution's preference to avoid risk, opting instead for the most stable and predictable outcomes.
Investment Horizon
The total length of time that an investor expects to hold a portfolio or a specific investment before selling it.
Liquidation Date
The predetermined date on which an investment or venture is terminated, and all assets are liquidated.
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