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The Secure Act: Demise of the Conduit Trust

The Secure Act: Demise of the Conduit Trust

by Attorney Allen Ratcliffe March 11, 2020 Estate Planning, IRS Rules, Trust Agreements

Let's explore if your estate and retirement plans requires adjustments.

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Estate Planning Following the 2017 Tax Act; The “New Normal” Part I

by Attorney Allen Ratcliffe October 25, 2019 Estate Planning, Trust Agreements

 

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