Planning for educational expenses is a major priority for many families, with a growing interest in creating long-lasting financial support that spans multiple generations. Join estate planning attorneys Alan Gassman and Brandon Ketron to learn how the strategic use of Dynasty Trusts combined with 529 College Savings Plans can help clients achieve these ambitious goals. Attendees will learn how Dynasty Trusts can preserve wealth over generations, safeguarding assets from estate taxes, creditors, and unforeseen life events. Additionally, advisors will gain insights into structuring 529 plans for maximum tax efficiency and flexibility, including how to change beneficiaries to support multiple family members' educational needs over time.
In particular, the webinar will focus on the "Dynasty 529 Plan" approach, which enables clients to leverage 529 plans in a way that funds educational costs for generations to come. Advisors will learn about federal and state tax benefits, contribution limits, and the implications of changing accounts.