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Education Funding Strategies in Estate Planning 2024

Product ID: CA3623R2
Presented By: State Bar of Wisconsin PINNACLE

This program is an excerpt from the 44th Annual Estate Planning Update. 

The old college try

The cost of higher education has been rising for decades, and the average cost to attend a four-year university has roughly doubled in the past 30 years.1 It’s no surprise that the majority of Americans now believe that tuition is the number one barrier to attending college.2 Given the significant costs of higher education, how can you help clients provide education funding for their children, grandchildren, or other young people in their lives to ensure their loved ones can afford to attend? 

College funding 101

Explore ways to help your clients save, plan, and finance higher education costs at Education Funding Strategies in Estate Planning. You’ll start with the data on college affordability and a look at available financial aid options. Then, delve into different methods of funding and the pros and cons of each, including:

  • Direct payment of tuition
  • 529 education savings plans 
  • Prepaid tuition plans
  • Education savings plans 
  • Educational savings accounts 
Read More ↓

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Webcast seminar
OnDemand seminar

Pricing

Member $99.00

Non-Member $149.00

Credits

1 CLE

Date and Time

Thursday, April 18, 202412:00 PM - 12:50 PM CT

Add to Calendar 4/18/2024 12:00:00 PM 4/18/2024 12:50:00 PM America/Chicago Education Funding Strategies in Estate Planning 2024

This program is an excerpt from the 44th Annual Estate Planning Update. 

The old college try

The cost of higher education has been rising for decades, and the average cost to attend a four-year university has roughly doubled in the past 30 years.1 It’s no surprise that the majority of Americans now believe that tuition is the number one barrier to attending college.2 Given the significant costs of higher education, how can you help clients provide education funding for their children, grandchildren, or other young people in their lives to ensure their loved ones can afford to attend? 

College funding 101

Explore ways to help your clients save, plan, and finance higher education costs at Education Funding Strategies in Estate Planning. You’ll start with the data on college affordability and a look at available financial aid options. Then, delve into different methods of funding and the pros and cons of each, including:

  • Direct payment of tuition
  • 529 education savings plans 
  • Prepaid tuition plans
  • Education savings plans 
  • Educational savings accounts 
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This program is an excerpt from the 44th Annual Estate Planning Update. 

The old college try

The cost of higher education has been rising for decades, and the average cost to attend a four-year university has roughly doubled in the past 30 years.1 It’s no surprise that the majority of Americans now believe that tuition is the number one barrier to attending college.2 Given the significant costs of higher education, how can you help clients provide education funding for their children, grandchildren, or other young people in their lives to ensure their loved ones can afford to attend? 

College funding 101

Explore ways to help your clients save, plan, and finance higher education costs at Education Funding Strategies in Estate Planning. You’ll start with the data on college affordability and a look at available financial aid options. Then, delve into different methods of funding and the pros and cons of each, including:

  • Direct payment of tuition
  • 529 education savings plans 
  • Prepaid tuition plans
  • Education savings plans 
  • Educational savings accounts 
Read More ↓

George S. Peek is a Shareholder in the Trusts & Estates Section of von Briesen & Roper, s.c. George assists clients in a broad range of estate planning and administration , preparation of estate planning documents, and representing clients in guardianship and conservatorship actions. He is also a frequent presenter in these areas. In addition, he has litigated several complex estate planning issues and inheritance disputes. 

  • Get a bird’s-eye view of the higher education funding landscape
  • Identify pros and cons of various college funding strategies
  • Review gift tax considerations in the context of funding higher education 
  • Explore SECURE Act 2.0 and 529 plan strategies for funding education trusts
  • Estate planning lawyers
  • Taxation lawyers
  • Anyone seeking strategies to pay for higher education 
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