529 Plans: What Every Planner Needs to Know

by Alexander B. Fitch, Nancy E. Shurtz, Robert Robert Tirrell

While much of the transfer of wealth comes in the form of inheritance, today inter vivos expenditures for a good education may be even more important than intergenerational transfers at death. This accessible resource focuses on Section 529 plans, comparing and contrasting them with other education planning techniques. The authors identify the need to develop strategies for financing K-12, college, graduate, or professional education, detail the...

• Format: Paperback
• Language: English
• ISBN: 1641059540
• ISBN13: 9781641059541
• Release Date: May 2022
• Publisher: American Bar Association
• Length: 438 Pages
• Weight: 1.75 lbs.
• Dimensions: 1.0" x 6.8" x 9.9"