Topic
529 Plans
43 published works
Wills, Trusts & Estates Prof Blog
You Can Give Your Child More Tax-Free Money Than You Think
By Teddy Groce
America’s wealth divide is increasingly a generational one. From 1989 to 2022, households headed by people age 65 to 74 added $231,000 to their median net worth, while households headed…
To Your Better Future
What to Do with a 529 Plan for Your Child with Special Needs
By Pooja Arora, Attorney
Many parents open a 529 plan with the expectation that their child will one day attend college or pursue higher education. When a child later receives a disability diagnosis, it…
NJ Family Legal Blog
Trial Court Makes Mess With Sua Sponte Division of Unused 529 Funds
Trial court erred in ordering unused 529 funds to be divided equally between the parties when it was not even clear that they were marital assets that should or could…
Pennsylvania Family Law
The 529 Plan Conundrum
We are entering a strange new world where there are evolving questions about whether assets and rights are federally regulated or state managed. Some of this is traceable to Dobbs…
Pennsylvania Family Law
The 529 Plan Hangover; Disposing of Unused Funds.
Modern day divorce brings us assets in many forms and many of them are “pregnant” with tax consequence when they are divided. In almost all cases, couples who can’t agree…
Elder Law Issues
What to do with Leftover 529 Account Funds
By Jordan Young
Many people open “529 accounts” for their young family members. They open these accounts hoping that the child will use the money to pay for future education expenses. College savings…
Future Focused
529 Plans and Divorce
Highlighted by In re Marriage of Daon and Stewart With educational expenses on the rise, planning for your children’s education while they are still young is usually advisable. Many families…
Don't Mess With Taxes
Tax Turkey to Avoid #3: Missing your state’s 529 plan
Tax Turkey to Avoid #3: Missing your state's 529 plan tax break deadline Friday, November 25, 2022 Reviewed and updated Nov. 23, 2023 Tom and Tillie Turkey take care of…
Wills, Trusts & Estates Prof Blog
Article: Dynasty 529 Plans and Structural Inequality
Victoria J. Haneman recently published an article entitled, Dynasty 529 Plans and Structural Inequality, Wills, Trusts, & Estates Law ejournal (2022). Provided below is the abstract to the Article: The…
Wills, Trusts & Estates Prof Blog
Article: Dynasty 529 Plans and Structural Inequality
Victoria J. Haneman recently published an article entitled, Dynasty 529 Plans and Structural Inequality, Wills, Trusts, & Estates Law ejournal (2022). Provided below is the abstract to the Article: The tax…