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Paying for the (Grand) Child’s Education: Making Educated Choices

Sharon L. Klein |
Wealth Planning
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This article reprint was recently published in the Bloomberg BNA’s Estates, Gifts, and Trusts Journal.  Simple annual exclusion gifting can be a very valuable source of funding. Leveraging annual exclusion gifting with trust structures can potentially enhance the benefits. Utilizing the 2018 $11.18 million gift tax exemption has the potential to powerfully impact the educational

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