ESTATE PLANNING COUNCIL OF EASTERN NEW YORK, INC.

WEBINAR: 529 Planning: Happy 25th Birthday  

College savings accounts under Section 529 have grown up over the past 25 years, with numerous changes to the law.  They are wildly popular and very accessible to our clients.  But the tax laws are complicated, many questions remain unanswered and there are still no final regulations in sight.  Learn what’s now permitted under Section 529 and how to avoid some of the pitfalls.

Susan T. Bart is a partner in the Private Clients, Trusts & Estates Group of the Chicago office of Schiff Hardin LLP.  She is a Fellow of The American College of Trust and Estate Counsel (ACTEC) and Chair of ACTEC’s Estate and Gift Tax Committee.  Susan is recognized in Band 1, Chambers Private Wealth Law.