Gifting to Minors

Date: Thursday, February 17, 2022
Time: 5:00pm - 7:30pm
Location: Milwaukee Marriott West
Speaker: Attorney Megan Jerabek

This presentation will highlight the most common techniques for transferring assets to minors, including gifting to custodial accounts, 529 plans, irrevocable trusts and others mechanisms.  Attendees will gain an understanding of the pros and cons of each technique and what to consider when selecting and implementing them.

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