United States:
Kelsey Berns Provides Strategies For Excess 529 Account Savings In Blue Magazine Article
30 January 2024
Reinhart Boerner Van Deuren s.c.
To print this article, all you need is to be registered or login on Mondaq.com.
Reinhart shareholder Kelsey Berns recently authored an article for
Blue Magazine titled "Maximize Your Family's 529 Account:
Strategies for Excess Funds." In it, Kelsey provides
insights on the 529 account, a tax-advantaged savings program for
education, and discusses strategies for managing excess funds,
including options to change the beneficiary or withdrawing the
funds while considering the tax implications.
Kelsey is a shareholder in Reinhart's Trust and Estates Practice, advising
high-net-worth individuals and families on estate planning matters,
such as complex wealth transfers, charitable giving and tax
strategies. She frequently counsels business owners on succession
planning strategies designed to maximize value and minimize income
and wealth transfer taxes.
The content of this article is intended to provide a general
guide to the subject matter. Specialist advice should be sought
about your specific circumstances.
POPULAR ARTICLES ON: Family and Matrimonial from United States
An Executors Guide To Compensation
Morrison & Foerster LLP
Navigating the complexities of estate administration can be a daunting task, often requiring a significant investment of time and effort. In Alberta, the role of an Executor or Administrator of an Estate...
Child Custody Basics In Texas
Cowles & Thompson, PC
For parents considering divorce or separation, the impact on the children is of paramount importance. Custody issues can be complex and difficult to navigate.
How To Avoid Probate
Nyemaster Goode
When probate is required, the process can be expensive and time-consuming. To avoid probate court, with all its complications, consider these factors.
