COURSE DESCRIPTION
One of the largest expenses most people will have in their lifetimes is for the education of their children and/or grandchildren. State-sponsored Section 529 plans are available in a variety of forms to help pay for educational expenses but they are not appropriate for all clients. This program will discuss the range of estate and trust planning options available for educational expenses including the various forms of Section 529 plans alternative trust plans issues with the ?Kiddie Tax? and how these plans fit into your clients? larger estate planning.