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Education Planning: Taxes, Trusts, and Techniques

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Education Planning: Taxes, Trusts, and Techniques - Shurtz, Nancy E
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An invaluabl, in-depth resource for the estate and tax planning strategies and vehicles available for families saving for higher education. While focusingon all aspects of the popular 529 plans, the author also provides information on all other savings options, including 529 prepaid plans, Coverdell Educational Savings Accounts, qualified savings bonds, UGMAs/UTMAs, trusts, insurance, financial aid, grants, scholarships, and loans. It compares and contrasts techniques and applies them to different income groups. Includes ...

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Education Planning: Taxes, Trusts, and Techniques 2011, American Bar Association, Chicago, IL

ISBN-13: 9781604420708

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