Overview

While much of the transfer of wealth comes in the form of inheritance, today inter vivos expenditures for a good education may be even more important than intergenerational transfers at death. This accessible resource focuses on Section 529 plans, comparing and contrasting them with other education planning techniques. The authors identify the need to develop strategies for financing K-12, college, graduate, or professional education, detail the rules by which these goals may be accomplished, and explain how to integrate education planning into an individual's comprehensive paradigm for financial, tax, retirement, and estate planning. Although the book's primary focus is on 529 plans, this accessible resource also provides a thorough introduction to the other education savings vehicles that are available. In addition, the book addresses strategies for financing education when savings prove inadequate, including guidance on financial aid planning. Throughout the text, Planning Pointers address some of the critical planning issues that arise in the education planning context. Invaluable appendices contain various materials--glossary, acronyms, abbreviations, statutes, forms, and other resources--to assist the planner. A roadmap for creating effective strategies for education financing, this guide's clear information and practice tips make this a useful and accessible resource for a broad audience, including estate planners, general practitioners, tax lawyers, accountants, financial planners, trust officers, and financial aid administrators.

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9781641059541

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"Professor Nancy Shurtz is the Bernard Kliks Professor of Law at the University of Oregon School of Law where she specializes in taxation and estate planning. Prior to joining the faculty of Oregon, she taught at the University of Pennsylvania Wharton School of Business and practiced law in Washington, D.C., at Ginsburg, Feldman & Bress. She is a co-author to the treatise Corporate Tax, and she is currently writing books on estate planning with real estate and sustainable tax and business practices. She has five entries in the chapter on teaching federal income tax in Teaching the Law School Curriculum. Professor Shurtz has written many articles analyzing tax theory and tax policy, and most recently, analyzing how these topics relate to gender issues. She also has written several articles in the environmental tax field including ""State Taxation of Energy Resources: Are Consuming States Getting Burned?"" 36 Vanderbilt Law Review 55; ""Promoting Alcohol Fuels Production: Tax Expenditures? Direct Expenditures? No Expenditures?"" 36 Southwestern Law Journal 597; and ""The Windfall Profits Tax--Poor Tax Policy? Poor Energy Policy?"" 34 University of Miami Law Review 1115. Professor Shurtz is a national book review columnist for the prestigious Estate Planning magazine and a senior editor of the ABA Books and Media Committee of the Real Estate, Trust and Estate Law Section. She is a frequent speaker on issues relating to estate planning, environmental tax, critical tax, and women and the law. She has consulted with Mills College on the development of an all women's law school after writing ""Lighting the Lantern: Visions of a Virtual All Women's Law School"" in 16 Hastings Women's Law Review 63. Her volunteer work includes co-founding Asian Women and Children Village Centers, where she helped build an orphanage in India. She also was the founder and is president of Early Start, a non-profit organization that grants art and music scholarships to high school students. November 2009 Alexander B. Fitch, CRPC, AAMS, earned his B.S. from Oregon State and his M.B.A. from Seattle University. He currently works as an investment advisor representative. His areas of specialty are investment education, portfolio design, tax mitigation strategies, and retirement planning."

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