Featured Trust & Tax Perspectives
December 2012
Fiduciary Trust Estimated Tax Document Mailing Schedule
With tax season underway, we encourage you to view the timeline for delivering your 2012 tax information. More >
October 2012
Perspective on Tax Planning
With tax increases scheduled to take effect on January 1, 2013, consider taking advantage of these key tax planning strategies before they expire. More >
February 2012
New Real Estate Investment Trust Notations on February Statements
Clients who held a REIT asset that made a distribution in 2011 will see new entries on their February statements. More >
January 2011
Fiduciary Trust 2011 Estimated Tax Document Mailing Schedule
With tax season underway, we encourage you to view the timeline for delivering your 2011 tax information. 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 >
September 2010
Proposed IRS Cost Basis Tax Reporting Regulations
As part of the Emergency Economic Stabilization Act of 2008, we are required to begin reporting cost basis information to the IRS on 2011 year-end tax forms. Although the IRS has not yet finalized its requirements, we take this opportunity to update you with information avaiable. More >
March 2010
Tax Information for Clients Invested in Widely Held Investment Trusts
Beginning this year, tax reporting obligations have increased due to new IRS requirements for Widely Held Fixed Investment Trusts. More >
January 2009
Trust & Estates Magazine: As the Hearse Pulls Away...
A guide to post-mortem estate planning decisions. More >
October 2008
Estate Planning: Doing Your Homework Before Meeting with Advisors
Defining your goals and setting a vision are key to an effective planning session. More >
October 2008
Charitable Giving
The right plan can provide significant tax and estate planning benefits and can maximize the amount gifted. More >
October 2008
Master Custodians Focus on Efficiency
Master custodians help track and report multi-manager portfolios so clients can effectively manage their wealth. More >
September 2008
Challenges and Strategies for Owning Real Estate in Multiple Jurisdictions
Certain planning techniques may help to minimize these tax consequences. More >
September 2008
Dynasty Trusts Under Delaware Law
Learn how to minimize the effect of transfer taxes, the best ways to fund the trust and appropriate investment management strategies. 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 >
Get in Touch with Us >
Media Contacts
Media Contacts
For media inquiries, please contact:
Becky Radosevich
Corporate Communications
212-632-3207
rradose@ftci.com
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To set up an appointment or to learn more about Fiduciary Trust, please contact Theodore P. Klingos in our New York headquarters at 212-632-3063 or t.klingos@ftci.com. You may also complete the information below and we will respond to you as soon as possible.
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Fiduciary Trust's new capabilities brochure provides you with a comprehesive overview of our breadth and depth of wealth management services, our investment management philosophy and approach, and our firm's history and heritage.
Please complete the form below, and we will be happy to mail you a copy.
