Trusts: Stepped Up Basis

11-15-2005, 04:54 PM

Roger Kint Roger Kint is offline

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Join Date: Oct 2005

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Trusts: Stepped Up Basis

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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