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E-mail -
contact@kolasalaw.com P - (847) 234-6262 *disclaimer |
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Educational Trusts / Gifts to Minors
- Trust established during lifetime - give annual exclusion amounts of up to $11,000 each year;
- Trust established during death - funded by percentage of total assets or fixed dollar amount;
- Unlimited exclusion for gifts directly to school or medical providers;
- UTMA Accounts;
- College 529 Plans.