Dynasty Trusts and 529 Plans for Multiple Generations

This course is designed for financial professionals, estate planners, and individuals seeking to optimize wealth transfer and educational funding through dynasty trusts and 529 college savings plans. Led by top estate planning attorney Alan Gassman, this session provides an in-depth exploration of dynasty trust structures, tax-saving strategies, and innovative applications of 529 plans. Participants will gain valuable insights into leveraging these tools for multi-generational wealth preservation, asset protection, and educational funding.

Learning Objectives:

• Explain the foundational concepts of Dynasty Trusts and 529 Plans, including their purpose and key benefits in multi-generational wealth planning.
• Identify the tax advantages and estate planning strategies associated with Dynasty Trusts and 529 Plans, highlighting how they support long-term financial growth and preservation.
• Understand common and not-so-common planning strategies and uses for 529 plans.

Please bring your laptop or tablet to actively participate in the hands-on portion of this workshop.