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These materials describe the tax-advantaged techniques for funding higher education expenses. They focus principally on savings accounts under Section 529 of the Internal Revenue Code. Other tax-advantaged provisions for funding education expenses are also covered.

The discussion will be of particular interest to attorneys, accountants, and financial planners who advise clients concerning the techniques for providing higher education expenses for children and grandchildren. Because the amounts that can be set aside under Section 529 plans can be very substantial ($250,000 and more under certain circumstances), the use of such plans involves important estate and gift tax planning considerations.

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Coursebook Papers:

Estate, Gift, and GST Tax Issues: Contributions; Death of Beneficiary; Change of Beneficiary (0 pp) $29.00

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Contributors (0 pp) $29.00

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The Account Owner's Power To Make Distributions and/or Change Beneficiaries (0 pp) $29.00

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Investments (0 pp) $29.00

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Qualified Higher Education Expenses and Funding Limitations (0 pp) $29.00

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Creditors' Rights in 529 Plans (0 pp) $29.00

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Customizing Plan Documents To Accomplish Client Objectives (0 pp) $29.00

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Financial Aid and Related Considerations (0 pp) $29.00

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Analysis of State 529 Plans (0 pp) $29.00

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Abusive Situations (0 pp) $29.00

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Interrelationship of Section 529 with Gifts Under Section 2503(c), (e) (0 pp) $29.00

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Reporting (0 pp) $29.00

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Earnings (0 pp) $29.00

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