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529 Plans: Too Cool for School and Estate Planning?; 2023 Estate and Gift Tax Conference
Taxation Law Section
Credit(s):
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits
This session will focus on the basics of the tax qualification and operating rules of 529 Plans and explore advanced planning techniques. Learn how to select qualified tuitions plans under Section 529, how to maximize the benefits, leverage gifting and design a flexible plan as part of a thoughtful wealth transfer plan. This session will also discuss the differences between a 529 Plan and other gifting options.
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits
All
Standard
Non-Member
$65.00
CLA Member
$45.00
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We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
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