Webinar Registration

Session 5 of CP MC:
Dynasty 529 Planning: Multigenerational Education Funding and Estate Strategy
Boost Your Client's College Planning, Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, October, 29
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ET
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150 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors
Alan Gassman
Alan Gassman, J.D., LL.M.
Estate Planning Expert Gassman Law P.A.
Presenter Bio

What You'll Learn

As tax laws and education costs continue to evolve, high-net-worth families are increasingly turning to 529 plans not just for college savings—but as powerful tools for wealth transfer and legacy planning. In this advanced session, estate planning attorney Alan Gassman, J.D. LL.…

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What You'll Learn
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Webinar Description

As tax laws and education costs continue to evolve, high-net-worth families are increasingly turning to 529 plans not just for college savings—but as powerful tools for wealth transfer and legacy planning. In this advanced session, estate planning attorney Alan Gassman, J.D. LL.M., will guide you through the tax, estate, and gifting implications of using 529s as a "Dynasty 529 Planning" strategy. i.e. a strategy that uses 529 plans as intergenerational vehicles to fund education and reduce estate tax exposure.

 

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.