Trustee Considerations in Owning a 529 Plan

Published in Trust & Estates, May 2023

Trust-owned 529 plans can supercharge an estate plan by providing all of the benefits of trust planning plus income tax savings. In a recent article in Trusts & Estates, Gail Cohen, Estate Planning lecturer and Chair of Fiduciary Trust’s Board of Directors and General Trust Counsel, explains the key provisions that a trust agreement should contain to assure that the trustee has the power to make appropriate decisions. 

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