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08/09/2010
Information on important changes in the tax landscape, including insights on investing and planning in the new environment.
08/03/2010
As the economy and markets tap the brakes, smart investors should tap the accelerator. We believe the current adjustment and resultant market volatility are creating an unusually attractive entry point for investors.
07/09/2010
Watch highlights of a lively and dynamic discussion on the urgent issue of water scarcity and what it means to us and future generations.
Recorded on July 9, 2010 at the Aspen Ideas Festival in Aspen, Colorado.
05/01/2010 - by U.S. Trust
Many existing trusts may be too rigid to adapt to a rapidly changing world, and many new trusts are being created with potentially outdated assumptions. But trusts need not go the way of the dinosaurs. Old trusts can be brought back to life, and new trusts can be designed with flexibility for the future.
05/21/2010 - by Christopher M. Hyzy
Timely insights from U.S. Trust investment experts
03/01/2010 - by Mitchell Drossman
Tax implications on your investments. When focusing on investments, it's easy to overlook a fundamental concept: It's not what you earn that matters; it's what you keep.
08/27/2010 - by U.S. Trust
When it comes to investing, U.S. Trust focuses on your needs and best interests as we follow the fiduciary standard of care. This is more than just a standard of investing; it permeates everything we do for you, from planning to execution.
Audio
Estate Tax Repeal: Now you see it now you don't
02/01/2010 - by Mitchell Drossman
Experts from U.S. Trust's Wealth Planning Strategies group discuss the estate tax repeal, the most likely courses of action for Congress and what this means to your estate plan.
Audio Podcast 
04/15/2010 - by Mitchell Drossman
On March 23, 2010, President Obama signed into law the Patient Protection and Affordable Care Act, and on March 30, 2010, he signed a companion bill, the Health Care and Education Tax Credits Reconciliation Act of 2010. While the Health Care Act is broad and comprehensive, this Tax Alert focuses on selective provisions that may affect high-income taxpayers
01/01/2010 - by Ian Prior
A flood of red ink makes tax hikes targeting the wealthy a shoo-in. Savvy investments and tax strategies may help ease the pain.
08/06/2010 - by U.S. Trust
Financing a special and unique asset - In-depth knowledge of the marine industry and financing designed around your needs.
10/01/2009 - by Ian Prior
What does your next generation need to know? As families transfer greater assets across generations, financial education has never been more
important.
02/01/2010 - by Mitchell Drossman
Roth IRA conversions, and the potential benefits for you and your heirs.
03/01/2010 - by Dennis Moon
A portfolio can include a wide range of non-financial or specialty assets such as timberland, farm and ranch land, oil and gas, real estate and many more. Should you consider these assets?
03/01/2010 - by U.S. Trust
How borrowing for the purchase of investment real estate can be a strategic wealth management tool.
03/01/2010 - by U.S. Trust
Acquiring an aircraft can simplify travel, minimize personal wear and tear, and maximize convenience and privacy. But it's also a complex
process with many factors to consider.
11/01/2009 - by John Arena
Accessing the equity in your art collection.
11/01/2009 - by Evan Reed
Art is more liquid than you might expect. Is yours a potential source of collateral to fund other purchases and investments?
03/01/2010 - by Christopher M. Hyzy
Times of significant change can be times of meaningful opportunity. Now is the time to actively examine and help position portfolios for
recovery.
03/01/2010 - by Christopher M. Hyzy
With the economy shifting from "repair and recovery" to self-sustaining growth, 2010 should be a watershed year, say our panelists. But will
investor confidence return?
01/01/2010 - by Tim McGee
The past is not necessarily prologue when it comes to the last decade's poor stock market performance. In fact, we expect stocks to post
improved returns in coming years, and many still-traumatized and risk-averse investors have yet to position their portfolios accordingly.
02/01/2010 - by Joe Curtin
Balancing business and investment risks to achieve true diversification and make your money "useful."
01/01/2010 - by Ian Prior
Oil prices are edging higher. What about royalty streams? Many mineral rights owners are in the dark.
10/01/2009 - by Chris Heilmann
09/01/2009 - by Mitchell Drossman
10/01/2009 - by U.S. Trust
10/01/2009 - by Sean Gillia
09/01/2009 - by U.S. Trust
02/01/2008 - by U.S. Trust
03/01/2010 - by Tom Manning
03/01/2010 - by Christopher M. Hyzy
03/01/2010 - by Joseph Quinlan
03/01/2010 - by Amy Myers Jaffe
03/01/2010 - by Tim McGee
11/01/2009 - by Evan Reed
08/01/2009 - by U.S. Trust