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Author: Jeffrey L. Bloomfield

What Is a Conduit Trust? and Why It Could Break or Protect Your Estate Plan

April 15, 2025 Estate Planning

A conduit trust was once a powerful tool for passing retirement assets with control and tax deferral — but the SECURE Act changed everything. Today, naming the wrong trust could force a massive IRA payout in just 10 years, creating tax headaches and undermining your estate plan. This article breaks down the difference between conduit and accumulation trusts, reveals who should (and shouldn’t) use them, and explains how to protect your legacy in a post-SECURE world.

Mastering Estate Planning Before the TCJA Sunsets: Strategies for Successful Families in 2026

April 8, 2025 Estate Planning

As we approach the pivotal year of 2026, high-net-worth couples must navigate the complexities of estate planning with heightened urgency, given the imminent sunset of the Tax Cuts and Jobs Act (TCJA). This legislative change will profoundly reshape the landscape of estate and gift taxes, potentially doubling the tax liability […]

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