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Article Archive Susan T. Bart

TitleCollectionDate
529 Contributions and the Five-Year ElectionCollege Savings Educator09/23/2011
529 Plans Versus 2503(c) TrustsCollege Savings Educator08/28/2009
529 Plans Versus Crummey Trusts for Single BeneficiariesCollege Savings Educator09/25/2009
529 Plans Versus Shared Crummey Trust for GrandchildrenCollege Savings Educator11/20/2009
529 Plans Versus Shared Crummey Trusts for ChildrenCollege Savings Educator10/23/2009
529s and BankruptcyCollege Savings Educator02/26/2010
529s and Crummey TrustsCollege Savings Educator01/27/2012
529s and Generation-Skipping TrustsCollege Savings Educator07/23/2010
529s and MedicaidCollege Savings Educator04/26/2013
A Cautionary Tale on 529 Tax RulesCollege Savings Educator03/29/2012
Bankruptcy Protection and 529 AccountsCollege Savings Educator10/26/2012
Beneficiary in the Dark on 529 AccountCollege Savings Educator07/29/2011
Caveats Remain on Trust-Owned 529sCollege Savings Educator01/25/2013
Changing 529 Account OwnersCollege Savings Educator04/22/2011
College Expenses and the Stimulus PackageCollege Savings Educator03/27/2009
College Planning Q&A: 'Gifting' UTMA AssetsCollege Savings Educator04/25/2008
College Planning Q&A: 2503 (c) Trusts and 529sCollege Savings Educator01/23/2009
College Planning Q&A: 529 Assets and MedicaidCollege Savings Educator01/27/2006
College Planning Q&A: 529 Changes and the Market ClimateCollege Savings Educator12/19/2008
College Planning Q&A: 529s and DivorceCollege Savings Educator12/28/2007
College Planning Q&A: 529s and Financial AidCollege Savings Educator08/22/2008
College Planning Q&A: 529s as IRA Beneficiaries?College Savings Educator07/25/2008
College Planning Q&A: 529s in TrustsCollege Savings Educator03/24/2006
College Planning Q&A: 529s with Deceased TrusteesCollege Savings Educator11/16/2007
College Planning Q&A: Advance Payment and QHEEsCollege Savings Educator09/26/2008
College Planning Q&A: Beneficiary Changes and GiftingCollege Savings Educator01/25/2008
College Planning Q&A: Creditor Protection in New YorkCollege Savings Educator05/25/2007
College Planning Q&A: Custodial Accounts Versus 529sCollege Savings Educator10/26/2007
College Planning Q&A: Deficit Reduction Act Causes ConfusionCollege Savings Educator05/26/2006
College Planning Q&A: Determining the Best Savings VehicleCollege Savings Educator07/27/2007
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