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.
Log in
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
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.
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
All
Standard
Non-Member
$65.00
CLA Member
$45.00
Customers Who Bought This Item Also Bought
(CLEtoGo (Podcasts)) The Trusts and Estates Ethics Guide Webinar for Planners Is Here!
(CLEtoGo (Podcasts)) Subtrust Allocation for Litigation Attorneys
(OnDemand) Intersection of Estate Planning and Crypto Assets
(CLEtoGo (Podcasts)) Ethical Concerns for Trust and Estate Practitioners
(CLEtoGo (Podcasts)) A Practical Explanation of Estate Tax Return Preparation
(CLEtoGo (Podcasts)) “No more fractional discounts”: California’s Adoption of the Uniform Partition of Heirs Property Act
(OnDemand) Inside The Black Box of Estate Administration and Executors’ Elections
(CLEtoGo (Podcasts)) Locking Down on Recent Developments
(CLEtoGo (Podcasts)) Attorney’s Fees and Fee Shifting in Probate Proceedings
(CLEtoGo (Podcasts)) The End of Life for Insurance in the Estate Plan—Death Benefit, Surrender, Lapse or Settlement?
(OnDemand) Overview Of Elder Financial Abuse
(OnDemand) Ethical Concerns for Trust and Estate Practitioners
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.
Adding Registration, Please wait...
