National Association of Estate Planners and Councils

NAEPC Webinar: 529 Planning: Happy 25th Birthday

Presented by National Association of Estate Planners & Councils

Wednesday, May 12, 2021

3:00pm - 4:00pm ET

Speaker: Susan T. Bart, JD

College savings accounts under Section 529 have grown up over the past 25 years, with numerous changes to the law.  They are wildly popular and very accessible to our clients.  But the tax laws are complicated, many questions remain unanswered and there are still no final regulations in sight.  Learn what’s now permitted under Section 529 and how to avoid some of the pitfalls.

Susan T. Bart is a partner in the Private Clients, Trusts & Estates Group of the Chicago office of Schiff Hardin LLP.  She is a Fellow of The American College of Trust and Estate Counsel (ACTEC) and Chair of ACTEC’s Estate and Gift Tax Committee.  Susan is recognized in Band 1, Chambers Private Wealth Law.  

REGISTER HERE for the individual program. To purchase the 2021 webinar series, please click HERE.

See all upcoming and previous webinars

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education.  Programs are COMPLIMENTARY

Webinars are offered within the Tradewing online community, which is separate from the NAEPC website.  Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.

Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.

Continuing Education Credit

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact webinars@naepc.org prior to attending if you have any questions with regard to the availability of credit. 

Sponsorship

Webinar sponsorship is available, along with other opportunities to support the association.  Email sponsorship@naepc.org to be added to the distribution list for opportunities.