AARP Hearing Center
Education savings plans known as 529’s have a role to play in your estate planning, while also contributing to the education of next generations in your family.
About the Event
Discover how you can lessen your estate tax burden and empower future generations with 529 education savings plans!
This workshop will discuss ways to:
- Potentially minimize some tax consequences by investing in 529s
- Move assets out of your estate into a grandchild/beneficiary’s name
- Create a source of education funding that can go from generation to generation
- Retains control as the account owner
The session will be presented by Kurt A. Sommer of Sommer, Udall, Hardwick & Jones, P.A., and Natalie Cordova with the New Mexico Education Trust Board.
How to Join
