Being a Fiduciary in the Age of Uncertainty

The interplay among tax laws, investment performance and a beneficiary's wellbeing shapes a fiduciary's responsibilities. When a trustee distributes assets from a trust to meet a beneficiary's needs, the question of how to satisfy that distribution requires a deep understanding of the appropriate federal and state income and transfer tax laws, as well as the economic environment. While these crucial

The interplay among tax laws, investment performance and a beneficiary's wellbeing shapes a fiduciary's responsibilities. When a trustee distributes assets from a trust to meet a beneficiary's needs, the question of how to satisfy that distribution requires a deep understanding of the appropriate federal and state income and transfer tax laws, as well as the economic environment. While these crucial factors, which dictate a fiduciary's responsibility, have always been hard

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