Iowa Code » Chapter 633A — IOWA TRUST CODE
Iowa Code

Iowa Code § 633A.4303 (2026)

Diversification

✓ current as of July 2026
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A trustee shall diversify the investments of the trust unless the trustee reasonably determines that the purposes of the trust are better served without diversifying. 99 Acts, ch 125, §63, 109 C2001, §633.4303 2005 Acts, ch 38, §54 CS2005, §633A.4303

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Notes of Decisions
Cited in 1 case (1 in the last 5 years), 2021–2021 · leading case: Mary Elizabeth Slezak v. Carl W. Matherly (Iowa Ct. App. 2021).
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Mary Elizabeth Slezak v. Carl W. Matherly (Iowa Ct. App. 2021). “§ 633A.4303. The specific asset Carl argues he was permitted to retain was stock in a family-owned business, Park Investment.”
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