Justin C. Duft, JD, CFP®, CLU®, ChFC®, CLTC, MSFS, Vice President, Advanced Planning

Justin C. Duft is the vice president of advanced planning at Commonwealth. With the firm since 2007, Justin is responsible for the strategic direction of the department, as well as for consulting with advisors on issues involving trust, estate, tax, charitable, social security, business, insurance, and education planning. In addition to his JD from New England Law│Boston and several industry certifications, Justin holds FINRA Series 6, 7, 24, and 63 securities registrations.
Information about securities-registered professionals may be found at FINRA BROKERCHECK.

  • Becoming the Trusted Advisor

    What are the benefits of becoming the trusted advisor? From growing your business to developing a niche, learn how this status is good for you and your clients.

    Justin C. Duft, JD, CFP®, CLU®, ChFC®, CLTC, MSFS

    Justin C. Duft, JD, CFP®, CLU®, ChFC®, CLTC, MSFS

    09.15.21

  • Time for a Checkup: The Financial Plan Audit

    Have tax and regulatory changes affected your clients’ financial plans? Uncover the risks—and the opportunities—with our financial plan audit.

    Justin C. Duft, JD, CFP®, CLU®, ChFC®, CLTC, MSFS

    Justin C. Duft, JD, CFP®, CLU®, ChFC®, CLTC, MSFS

    12.30.20

  • Estate Planning with Intentionally Defective Grantor Trusts

    Learn the ins and outs of intentionally defective grantor trusts, along with the advantages they offer for clients and their beneficiaries.

    Justin C. Duft, JD, CFP®, CLU®, ChFC®, CLTC, MSFS

    Justin C. Duft, JD, CFP®, CLU®, ChFC®, CLTC, MSFS

    10.26.20

  • Trends in Estate Planning: How Safe Are Irrevocable Trust Assets?

    How safe are irrevocable trust assets? Who has access to the money in cases of divorce or unsettled debt? Clients are asking, and we've got the answers.

    Justin C. Duft, JD, CFP®, CLU®, ChFC®, CLTC, MSFS

    Justin C. Duft, JD, CFP®, CLU®, ChFC®, CLTC, MSFS

    03.14.18

  • Is AB Trust Planning Still Effective?

    With the introduction of the federal portability provision, is AB trust planning still effective? Learn the pros and cons of this traditional approach.

    Justin C. Duft, JD, CFP®, CLU®, ChFC®, CLTC, MSFS

    Justin C. Duft, JD, CFP®, CLU®, ChFC®, CLTC, MSFS

    04.19.17

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