Susan Bart
Trust and estate law practitioner and ACTEC Fellow who provides technical analysis and practical guidance on estate, tax, and wealth-planning implications of new account types such as IRC §530A Trump accounts.
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Feb 23, 2026 • 12min
Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations
Susan Bart, a trust and estate lawyer and ACTEC Fellow, breaks down the new IRC §530A Trump accounts. She explains rollout timing and the $1,000 seed for newborns. She outlines who may contribute and tight contribution caps. She compares investment rules, distribution limits, and how these accounts convert to IRAs at 18.
