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FREE EVENT - NYC BAR "Understanding Section 529 Plans"

  • 25 May 2016
  • 6:00 PM - 7:00 PM
  • 42 West 44th StreetNew York, NY10036


"Understanding Section 529 Plans"

Understanding Section 529 PlansWednesday, May 25, 2016 | 6 - 7 PM

Program Fee: Free

Sponsoring Association Committee: Education and the Law, Christine Raniga, Chair


This course covers a wide variety of topics related to IRS Section 529 college savings plans, including:

·        An overview of the college savings challenge

·        Review of Internal Revenue Code Section 529 Plans

·        Federal income tax treatment of 529 plans

·        Federal estate and gift tax treatment of 529 plans

·        Rollovers and transfers

This course highlights how families can use 529s to plan for the education of their children and grandchildren.


Patricia Roberts, Corporate Affiliates Chair, College Savings Plans Network

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