February Lunch & Learn Webinar "529 Planning - Happy 25th Birthday"
The Robert G. Alexander Webinar Series
“529 Planning - Happy 25th Birthday ”
Topic Presented by: Susan T. Bart, JD
Grab your lunch and view the webinar!
Date: Thursday, February 23, 2023
Time: 11:45 a.m. – 1:00 p.m. (Webinar to begin promptly at 12 noon)
Location: Virtual Webinar using Zoom format**
Cost: No charge to current members of EPCSB; $25.00 for non-members
PLEASE CLICK ON THE LINK BELOW TO REGISTER
https://www.epcsanbernardino.org/events/event/23980
** NOTE TO REGISTRANTS: Zoom login information for this event, together with the presentation outline, will be sent by email from the EPCSB website on the evening of February 22nd. Certificates of Attendance will be available upon request at the conclusion of the event.
About the program:
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.
About the speaker:
Susan T. Bart is a partner in the Private Clients, Trusts & Estates Group of the Chicago office of ArentFox Schiff. She is a fellow, former regent and Illinois state chair of the American College of Trust and Estate Counsel (ACTEC). Susan has written extensively on trust and estate law topics with more than 30 published articles and 2 books. She has lectured to professional groups around the country including Heckling Institute on Estate Planning and American Institute of CPA's (AICPA). Susan is recognized in Band 1, Chambers Private Wealth Law.
