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Education Planning Solutions for Minors

Education Planning Solutions for Minors

SELF-PACED ONLINE COURSE: ABA ELEARNING

Price: $175 members; $225 non-members
Member Online Enrollment | Non-Member Online Enrollment
This course is also available at discounted prices under an annual license. Call or email for details.

Created: July 2014

Education Planning Solutions for Minorspositions the advantages and disadvantages and tax implications of the 529 Plan and Coverdell accounts. It covers the benefits and drawbacks, including the tax implications of custodial accounts. This course also describes the fundamentals of 2503(c) trusts and crummey trusts, including the advantages, disadvantages, and the tax implications of the trusts. 

Objectives:

  • Discuss the use of qualified state tuition plans
  • Explain how a Coverdell Education Savings Account can be used for college savings
  • Discuss the role of custodial accounts
  • Describe the use of 2503(c) trusts
  • Explain how Crummey Trusts can be used in estate planning 

Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs. 
 

The Nebraska Bankers Association is a Local ABA Training Provider.

For More Information Contact:


Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008