Estate Planning for Education Expenses Webinar

June 6, 2017 at 1:00pm2:00pm

Wiggin and Dana Partner, Michael Clear, will present a webinar on Estate Planning for Education Expenses. The rising cost of education is a concern for many clients, but it also presents unique opportunities in estate planning. This program will explore various estate planning strategies that clients should consider if paying for education-related expenses is a goal of their planning, including the use of 529 plans and more advanced trust-based planning. We will highlight:

  • A comparison of 529 accounts and trust-based planning
  • Drafting flexible trusts for education expenses
  • Trust-owned 529 accounts
  • Health Education Exclusion Trusts

Continuing Education Credit is available: 
AK, AZ, AR, CA, IL, FL, KS, ME, MO, MT, NJ, NY, OH, OK, PA, TX, VT

CFP, CPE

To register for this event click here.