Estate Planning with Education Trusts and 529 Plans

June 16, 2015

Join Wiggin and Dana Partner Michael Clear for a Strafford CLE webinar on Estate Planning with Education Trusts and 529 Plans. This informative webinar will discuss the benefits of education trusts, the alternative ways to create provisions for education saving planning, tax implications and the benefits of combining 529 Plans with education trusts.

The webinar will address the following issues:

  • When is a stand-alone education trust preferable to an education provision in a revocable trust?
  • What tax benefits do education trusts offer in an estate plan?
  • What are the advantages of combining education trusts with 529 College Plans in the overall estate plan?

Please click here for more information or to register.