529 Plan Basics for Estate Planning

Home
»
Trusts & Estates
»
Product Details

You must select a location to proceed.

Yes

There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.

Adding Registration, Please wait...

You must be logged in to perform this action.

Cancel

529 Plan Basics for Estate Planning

Trust and Estates Section

Credit(s):

1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits

Course Number:

TE_03-30-22

Original Program Date:

March 30, 2022

Duration:

1 hour 4 minutes

Access:

Available for 3 months after Registration

Passport:

This product is Passport Eligible

Facebook

E-Mail

Description
Sessions
Credits
Faculty
Materials
Reviews
Dates and Locations

Category: Trusts & Estates, Closed Captioned Courses

Category: Trusts & Estates, Closed Captioned Courses (show less)

Bryan Kirk and David Oh, Trust Counsels of Fiduciary Trust International of California, discuss 529 plans from a tax planning and estate planning point of view. They will review the basic rules of 529 plans and discuss what clients should consider when setting up such plans. They will also examine the tax and financial differences between 529 plans and other gifting options. In addition, they will also provide a practical road map of how to set up a plan, how to set up ownership and beneficiaries and other practical how-to’s.

Customers Who Bought This Item Also Bought

(OnDemand)
Inside The Black Box of Estate Administration and Executors’ Elections

(OnDemand)
Will King Still be King after Haggerty: Is the procedure for revocation of a trust available for modification?

(OnDemand)
Ethical Concerns for Trust and Estate Practitioners

(OnDemand)
Alzheimer’s Disease and Other Dementias – What Do Planners and Litigators Need to Know?

(OnDemand)
A Practical Explanation of Estate Tax Return Preparation

(OnDemand)
Property Taxes: Pitfalls, Practical Solutions, & Advising Clients on Pros & Cons of Proposition 19

(OnDemand)
2020 California Tax Bar and California Tax Policy Conference: : Secrets of Successful Families: Transferring Values with Wealth for a Lasting Legacy

(OnDemand)
Contested Non-probate Transfers – When the Estate Plan Trumps

(OnDemand)
Got Capacity? Selecting and Applying Mental Capacity Standards

(OnDemand)
Preparing Effective Advance Health Care Directives

(CLEtoGo (Podcasts))
529 Plan Basics for Estate Planning

(OnDemand)
The End of Life for Insurance in the Estate Plan—Death Benefit, Surrender, Lapse or Settlement?