Putting 529 Gifting Rules
to Work in Your Practice

Richard Feigenbaum has been asked to lead a 529 ExpertHour Conference Call for financial professionals, sponsored by AllianceBernstein.

Topics covered include:

• A thorough explanation of the rules
• Specific examples of the rules at work
• How to maximize gifting opportunities
• Comparison of education gifting through a 529 plan versus other
  vehicles, including trusts.

In addition, Mr. Feigenbaum will share the latest Gift of Education client-approved sales materials to use right away with clients and prospects.

Richard A. Feigenbaum

Richard A. Feigenbaum is a nationally recognized estate planning attorney and 529 Plan consultant and has authored books and
articles on college savings plans, estate planning and probate law, including the book “The 529 College Savings Plan”.

Mr. Feigenbaum received his Law Degree and his Graduate Law Degree in Taxation from Boston University School of Law and has taught Probate Law for the Northeastern University Financial Planning Institute and the Professional Paralegal Program. He is a member of the Boston Estate Planning Council, is listed in "Who's Who in Executives and Professionals" and is a frequent lecturer on 529 college savings plans and estate planning topics for financial services organizations and charities.