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June 2, 2023
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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Authors
Lecturer, Chairman Emeritus, Fiduciary Trust Company
Faculty
Crashonda Andrew, senior vice president of global philanthropy at United Way, discussed fundraising strategy, donor engagement, and the evolving role of philanthropy during a Nonprofit Management Lunch and Learn session.
Faculty
Despite political hostility, the United States remains fundamentally shaped and strengthened by immigrants.
Faculty
An event hosted by the M.S. in Human Capital Management program demoed AI uses in learning management.
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