Featured Trust and Tax Perspectives
February 2010
Perspective on Trust and Estate Planning
The only certainty about transfer tax laws is the unprecedented level of uncertainty that now exists. More >
February 2010
Wealth Transfer Options
Best interest rates in the current market environment. More >
January 2010
Important Information about 2010 Roth IRA Conversions
Learn how these new rules might impact your retirement plan structure and tax liability reporting. More >
January 2010
Year-End Tax Document Mailing Schedule
View the timeline for delivering your 2009 tax information. More >
November 2009
Pending Estate Tax Changes
Learn how to lock in today's advantageous $3.5 million generation skipping trust tax exemption. More >
November 2009
Investment Outlook Client Conference Call Summary
Fiduciary Trust hosted a conference call for clients on November 17. Our team of experts discussed investment perspectives and tax opportunities to consider in the coming months. More >
October 2009
Trust & Estates: What Estate Tax Reform?
Gail Cohen discusses estate tax reform scenarios and immediate steps advisors should take to safeguard their clients from potential losses. More >
June 2009
Fortune Magazine: How to Avoid the Death Tax
Gail Cohen discusses estate planning and steps families can take to reduce estate taxes. More >
April 2009
Trust & Estates Magazine: QPRTs Can Be a Good Deal Now
It seems counterintuitive, but qualified personal residence trusts (QPRTs) can make a lot of sense now. More >
November 2008
Dynasty Trusts Under Delaware Law
A Dynasty Trust can be a powerful tool in achieving significant transfer tax savings across generations. More >
September 2008
Challenges and Strategies for Owners of Real Estate In Multiple Jurisdictions
Important factors to consider with regards to ownership of real property outside your home estate. More >
December 2007
Non-Tax Benefits of Trusts
Gain insights on the many important non-tax benefits of owning a trust. More >
December 2007
Power of Attorney: An Important Estate Planning Document
Should you sign a power of attorney? Learn the advantages and disadvantages. More >
October 2007
Trust Glossary
Gain an understanding of the most common types of trusts currently used in estate planning and their key features. More >
September 2007
Charitable Strategies for Trust Beneficiaries
Explore the benefits of making distributions of appreciated property for philanthropically-minded beneficiaries. More >
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