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Morningstar Advisor Magazine October/November 2009 Issue
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Susan T. Bart
Susan T. Bart is a partner in the Private Clients, Trusts & Estates Group at Sidley Austin LLP in its Chicago office, where her practice includes estate planning, estate and trust administration, and fiduciary counsel. She has written two books, including Education Planning and Gifts to Minors published by Illinois Institute for Continuing Legal Education (iicle.com), which extensively discusses 529 plans.

She is the author of Education Planning and Gifts to Minors 2004 Edition. She is a frequent speaker on trust and estate topics in general and Section 529 college savings plans in particular.

The author is not an employee of Morningstar, Inc. The views expressed in this article are the author's. They do not necessarily reflect the views of Morningstar. Feedback about this article may be sent to advisorquest@morningstar.com.
529 Plans Versus Shared Crummey Trust for Grandchildren 11-20-09
529 Plans Versus Shared Crummey Trusts for Children 10-23-09
529 Plans Versus Crummey Trusts for Single Beneficiaries 09-25-09
529 Plans Versus 2503(c) Trusts 08-28-09
IRA Withdrawals for Qualified Higher Education Expenses 07-31-09
Gift Exclusions and Scholarship Exceptions 06-26-09
Estate Taxes and the Five-Year Election 05-15-09
Make College Affordable Despite the Downturn 04-24-09
College Expenses and the Stimulus Package 03-27-09
Grandparents, 529s, and Estate Taxes 02-27-09
2503 (c) Trusts and 529s 01-23-09
529 Changes and the Market Climate 12-19-08
Is a Car a Qualified Expense? 11-21-08
UTMA Funds and Coverdells 10-24-08
Advance Payment and QHEEs 09-26-08
529s and Financial Aid 08-22-08
10 Tax-Smart Tips for College-Savings Planning 08-04-08
529s as IRA Beneficiaries? 07-25-08
Post-Graduation Withdrawals 06-20-08
Distribution Definitions 05-23-08
'Gifting' UTMA Assets 04-25-08
The Accelerated Gift Option and 529s 03-28-08
Looking at Proposed 529 Revisions 02-22-08
Beneficiary Changes and Gifting 01-25-08
529s and Divorce 12-28-07
529s with Deceased Trustees 11-16-07
Custodial Accounts Versus 529s 10-26-07
Improvements in Illinois Mirror National Trends 09-28-07
Making Charitable Gifts With UTMA Assets 08-24-07
Determining the Best Savings Vehicle 07-27-07
Loan Repayment Not a Qualified Expense 06-22-07
Creditor Protection in New York 05-25-07
Trust-Owned 529s 04-27-07
Florida's Generous Creditor Statute 03-23-07
Using 529s in Living Trusts 02-23-07
How to Guard Against Overfunding a 529 01-26-07
Maximize Eligibility for Financial Aid 12-22-06
Third-Party Gift-Tax Consequences 11-17-06
Financial Aid Fuzziness from the Feds 10-27-06
Sunset Fades 09-29-06
Who Gets Deduction after Account Transfer? 08-25-06
Recent Changes to Kiddie Tax 07-27-06
Parental Rights 06-23-06
Deficit Reduction Act Causes Confusion 05-26-06
More States Offer Creditor Protection 04-28-06
529s in Trusts 03-24-06
The Gift Tax Exclusion 02-24-06
529 Assets and Medicaid 01-27-06
Using Insurance to Fund Education 12-23-05
Creditor Protection for 529 Savings Accounts 11-18-05
529 Plans and Creditors 10-28-05
Splitting a 529 Account 09-23-05
Time Limits on 529 Plans? 08-26-05
The Potential Repeal of the Sunset 07-22-05
529 Creditor Protection under 2005 Bankruptcy Act 06-24-05
Can a Family Trust Be a Beneficiary? 05-27-05
Investing UTMA Assets in a 529 04-22-05
Federal Proposals Would Limit Usefulness of 529 Plans 03-18-05
Uniform Gift to Minors vs. 529 Plan 02-25-05
Bonds and the Tuition Tax Exclusion 01-28-05

 

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