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Estate Planner's Guide to Planning for Children's & Grandchildren's Education

Learn about particular approaches to education funding, along with the advantages and disadvantages of each

  • Product Number: 2240191WBC
  • CLE Credits, earn up to:
    2 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
  • Faculty
  • Product Description

    Product Description

    Education can change the trajectory of a person’s life, but education can be expensive. Proper planning can help make the associated costs more manageable. This new seminar explores approaches to saving for education and discussion of how to actually pay for the costs. Hear the faculty analyze the reasons particular approaches may be utilized, along with the advantages and disadvantages of each. Learn to properly counsel a variety of your clients on how to approach education funding in their particular situation.

  • Agenda

    Agenda & Materials

    • 9:30 - 10:15 am

      What Are Some of the Approaches in Saving for Future Education Costs?

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      – 529 Plans
      – Irrevocable trusts
      – UTMA accounts
      – Parental savings
      Jody R. King, Esq., Fiduciary Trust Company , Boston
      Bianca A. McLaughlin, Fiduciary Trust Company , Boston
      Jody R. King, Esq., Fiduciary Trust Company , Boston
      Bianca A. McLaughlin, Fiduciary Trust Company , Boston
    • 2:15 - 2:45 pm

      Housing Court: Procedural and Administrative Issues Vision For the Future

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    • 10:15 - 11:15 am

      How to Actually Pay for Education Costs

      on demand video Add to Cart
      – Filing the FAFSA (Free Application for Federal Student Aid) and its recent changes
      – Completing school-specific financial aid forms (such as CSS Profile)
      – Grants
      – Scholarships (merit and needs-based)
      – Savings (including vehicles noted above)
      – Gifts (tuition versus other costs)
      – Types of loans (and how to pay them off)
      – Gifts
      – Stipends for graduate school
      – Employment income
      Jody R. King, Esq., Fiduciary Trust Company , Boston
      Bianca A. McLaughlin, Fiduciary Trust Company , Boston
      Jody R. King, Esq., Fiduciary Trust Company , Boston
      Bianca A. McLaughlin, Fiduciary Trust Company , Boston
    • 2:45 - 2:50 pm

      Housing Court: Brief Review of Standing Order 1-23

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    • 11:15 - 11:30 am

      "Ask the Experts" Q&A Session and Key Takeaways

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      Panel
    • 2:50 - 3:20 pm

      Housing Court: Scheduling of Hearings and Trials: Remote and In Person Discussion of Process since adoption of Two Tier System

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    • 2:50 - 3:20 pm

      Housing Court: Scheduling of Hearings and Trials: Remote and In Person Discussion of Process since adoption of Two Tier System

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    • 3:20 - 3:35 pm

      Q&A and Audience Discussion

    • 3:35 - 4:15 pm

      Panel Discussion: Common issues surrounding First and Second Tier Events

    • 4:00 - 4:15 pm

      Q&A and Audience Discussion

    • 4:15 - 4:40 pm

      Housing Court: Resolving Cases: Point vs. Counterpoint

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    • 4:40 - 4:50 pm

      Audience Questions, Comments & Suggestions

    • 4:50 - 5:00 pm

      Top Takeaways

    Please Note

    MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

  • Faculty

    Chair

    Jody R. King, Esq., Fiduciary Trust Company, Boston

    Faculty

    Bianca A. McLaughlin, Fiduciary Trust Company, Boston
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