529 Plans As Estate Planning Tools

 
On September 17, 2015, the WCEPC welcomed Susie Bauer and Brian Wielgus from Baird for a panel discussion of 529 Savings Plans as estate planning tools. Brian and Susie provided excellent answers to a serious of questions about 529 Plans in the context of estate planning. A copy of the presentation materials is available to members through the member login on this site.