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. This session features estate planning attorney Alan Gassman sharing strategic use of Dynasty Trusts combined with 529 College Savings Plans can help clients preserve wealth over generations, safeguarding assets from estate taxes and support multiple family members' educational needs over time.
Additional Resources: Here is a link to an excellent article on Dynasty 529 plans that appeared in rethinking65.
Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.
