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Virtual Presentation: 529 Plans: The Facts About the Estate Planning Benefit
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Event Type: Adult Program
Date: 7/14/2020
Start Time: 12:30 PM
End Time: 2:00 PM
Description:
 Please join us for an upcoming webinar featuring a discussion on "The Facts about the Estate Planning Benefits of 529 Plans."
During the presentation, we'll share tips and insights around the unique role 529 Plans can play in your estate planning strategy, including:

Gifting opportunities, including "accelerated" or "forward-gifted" contributions
Impact of forward-gifting provision on Lifetime Unified Credit
Gifting opportunities after a liquidity event
529 ownership transfer
529 Plans and Trusts
Impact of 529 Plans on financial aid
Speakers will be:
Judi McAnaw, Financial Advisor, Edward Jones
Stephen Jobe, Director, 529 Plan Specialist, Legg Mason & Co., LLC

Location: Webinar
Presenter: Judi McAnaw, Stephen Jobe
Status: Closed

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