Funding Education: 529 Plans & Other Creative Options -The Gift of Opportunity

Date: Thursday, February 5, 2015
Time: 3:30pm - 6:30pm
Location: Westin Cincinnati
Speaker: Susan Bart

CEPC logo

Quarterly Chapter Meeting
Thursday, February 5, 2015


Funding Education:  529 Plans 
& Other Creative Options
The Gift of Opportunity

Speaker:  Susan T. Bart

A Special Thank You

To Our 

Season Sponsor


Hospitality Sponsor

Credits Approved: 
Kentucky Insurance
Kentucky Legal
Ohio Legal

Credits Pending: 
Ohio Insurance

Click Here to Renew Your Membership Today!

Click Here to Download the
New Member Application! 


Click Here to Download the Young Professional 



Event Information

Thursday, February 5, 2015

Meeting Cost: 
$30.00 Members
$120.00 Guests 
$30 Young Professionals** 
Young Professional Application 

3:30pm-4:00pm Registration
4:00pm-5:30pm Presentation
5:30pm-6:30pm Networking &                             Cocktail Hour

The Westin Cincinnati
21 East 5th Street
Cincinnati, OH 45202
2nd Floor 
Parking Information

**NEW THIS YEAR! Young Professionals who have been practicing for less than five years are encouraged to print and submit the one-time Pre-Registration Application which must be completed and returned prior to the registration deadline.  Upon submission, you will be authorized to attend this and future seminars for the "Member" price. 

10% Discount for groups registering 10 or more attendees. 
Call 513-554-3074 or email for registration.

Deadline to Register: Monday, February 2, 2015

About the Presentation 

Education is the greatest gift that one can give - it's the gift of opportunity to achieve one's potential. Review the various techniques to fund education, including direct payment of tuition, different types of trusts and Section 529 college savings accounts. Learn the best ways to coordinate multiple techniques to fit the client's circumstances.

Understand the advantages and disadvantages of 529 savings accounts, the complicated tax rules governing such accounts and the potential pitfalls. Learn when to consider using 529 savings accounts inside of trusts. This presentation will also cover the tax uncertainties of the 529 accounts. The proposed regulations to Section 529 were issued more than a decade ago. In 2008, the IRS issued an Advance Notice of Proposed Rulemaking which promises a complete rewrite of the proposed regulations and proposes some rules that could dramatically change the usefulness of 529 accounts for estate planning. Will final regulations ever be issues?

About the Speaker 

Susan T. Bart
Susan T. Bart is a partner in the Private Clients, Trusts & Estates Group of the Chicago office of Sidley Austin LLP. In 2013 she was named Reporter to the Uniform Law Commission Decanting Committee. Susan was named the Best Lawyers' 2011 Chicago Trusts and Estates Lawyer of the year. Susan was the recipient of the 2013 Austin Fleming Award from the Chicago Estate Planning Council; this Award is presented annual to a person highly regarded by practicing esate planner for his or her expertise in the field and who has made a significant contribution to the improvement of estate planning practices.

Click Here to Read Full Bio

See Upcoming Event Calendar