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Conduit Trust

Stevens & Lee

Supreme Court of Pennsylvania Boosts Tax-exempt Bond Financing and Economic Development in the Commonwealth

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On Feb. 21, the Supreme Court of Pennsylvania issued its long-awaited tax-exempt bond financing decision, Ursinus College v. Prevailing Wage Appeals Board (No. 18 MAP 2023). Its opinion is a major victory for Pennsylvania...more

Genova Burns LLC

Part II: Naming an Accumulation Trust as the Beneficiary of an IRA

Genova Burns LLC on

Last month we discussed the benefits of naming a Conduit Trust as the beneficiary of an IRA. A Conduit Trust allows the IRA to remain tax deferred thereby stretching the Required Minimum Distributions over the lifetime of...more

Genova Burns LLC

The Tax Advantages of Naming a Conduit Trust as the Beneficiary of an IRA

Genova Burns LLC on

IRA’s can represent a large portion of an individual’s retirement assets. For this reason, care should be taken to ensure these assets receive the best tax treatment and are protected from creditors such as divorcing spouses....more

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