Featured Trust and Tax Perspectives
April 2013
Wealth Transfer Options
Options to consider when transferring wealth in the current low interest rate environment. More >
March 2013
Dynasty Trusts Under Delaware Law
A Dynasty Trust can be a powerful tool in achieving significant transfer tax savings across generations. More >
February 2013
Owning Real Estate in Multiple Jurisdictions
Important estate tax and insurance implications of owning a secondary residence outside your home state. More >
February 2013
Selecting an Executor for Your Estate
Understanding an executor's role, and important factors to consider when choosing an executor for your estate. More >
January 2013
Perspective on Tax, Trust and Estate Planning
Piecing together the American Taxpayer Relief Act: a quick overview of the new tax law, some strategies to consider in light of this new legislation, and our investment insights. More >
January 2013
Perspective on Tax Planning
On January 2, 2013, President Barack Obama signed into law the "American Taxpayer Relief Act of 2012." What does this new act mean to high-income taxpayers? More >
July 2012
Single-Sex Married Couples Could Soon Realize Estate Tax Benefits
A Federal District Court in New York recently ruled that a same-sex, legally-married couple is entitled to the federal estate tax marital deduction. More >
March 2012
Making Rare Gifting Opportunities Work for You in 2012
Our strategies designed to take advantage of today's favorable gifting climate and some important planning ideas to prepare you for possible wealth transfer tax laws changes in 2013. More >
January 2011
IRS Cost Basis Reporting Requirements Reflected in Your Statements
Fiduciary Trust has updated and streamlined its cost basis reporting systems. Read now to learn about how this will affect your January statement. More >
January 2011
Fiduciary Trust 2010 Estimated Tax Document Mailing Schedule
With tax season underway, we encourage you to view the timeline for delivering your 2010 tax information. More >
January 2011
Highlights of the New Tax Law
Federal Estate and Generation Skipping Transfer taxes have been reinstated, however higher than expected exclusion amounts will help lessen the impact. More >
December 2010
Trust And Estates Online: Cost Basis Regulations: Blessing or Burden?
This Trust & Estates Wealth Watch article discusses the new cost basis regulations finalized on October 12, 2010. More >
December 2010
New Tax Laws: Strategies to Consider before Year-End 2010
How to take advantage of current tax laws before they expire. More >
December 2010
Unprecedented Wealth Transfer Opportunities Using 'GRATs'
Act now to take advantage of these historically low interest rates before a number of circulating bills in Congress limit a GRAT's tax benefits. More >
September 2010
New IRS Cost Basis Tax Reporting Requirements
We are required to begin reporting cost basis information to the IRS on 2011 year-end tax forms. We take this opportunity to update you with information avaiable. More >
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