Trusts: Stepped Up Basis
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Trusts: Stepped Up Basis

 
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Roger Kint



Joined: 08 Oct 2005
Posts: 8
Posted: Tue Nov 15, 2005 9:54 pm    Post subject: Trusts: Stepped Up Basis Reply with quote
When assets in a trust are transfered over to the succeeding generation via inheritance, stocks cost basis are stepped up for ones that have appreciated. But will stocks that have lost money also be stepped up (in this case, down) ?

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