Section 529 College Savings Accounts: A Decade Without Final Regulation
Date: Monday, September 24, 2012
Time: 12:15 PM - 1:15 PM
Location: MAC 405 Washington Avenue
Speaker: Susan T. Bart
Registration is 11:30am., Lunch is 12:00pm., Presentation is 12:15pm.
About the Talk:
Tax Advantages of 529 savings accounts
Rules for taxation of distributions
Avoiding pitfalls in changing investment options, beneficiaries and account owners
Potential future changes in the rules for 529 accounts
SUSAN T. BART
Sidley Austin LLP
One South Dearborn Street
Chicago, Illinois 60603
• Trusts, Estates and Not-for-Profits
AREAS OF FOCUS
• Estate and Trust Administration
• Estate Planning and Wealth Transfer
• Fiduciary Counsel
• Personal and Family Philanthropy
ADMISSIONS & CERTIFICATIONS
• U.S. District Court, N.D. of Illinois - General, 1985
• Illinois, 1985
• The University of Michigan Law School
(J.D., 1985, magna cum laude, Order of the Coif)
• Grinnell College
(B.A., 1982, with honors, Phi Beta Kappa)
• U.S. Court of Appeals, 7th Circuit, Richard D.
SUSAN T. BART is a partner in Sidley’s Chicago office, where she practices in the Private Clients, Trusts & Estates Group.
Ms. Bart’s practice includes estate and gift tax planning, trust and estate administration, charitable planning and fiduciary counsel. Susan T. Bart was named Best Lawyers’ 2011 Chicago Trusts and Estates Lawyer of the Year. She was named in Leading Lawyers Magazine – Consumer Edition, October 2011, as one of Illinois’ top ten Trust, Will & Estate Planning Lawyers, one of the top 100 Consumer Lawyers in Illinois, and one of the top 50 Women Consumer Lawyers in Illinois. Susan has been recognized by Chambers USA – America’s Leading Lawyers for Business (2012) (third consecutive year); is named in The Best Lawyers in America in the area of Trusts and Estates (2012) (seventh consecutive year); and was selected by Worth magazine as one of the Nation’s Top 100 Attorneys (2008-2009 issue) (second consecutive year). She was selected as an Illinois Super Lawyer (2012) (eighth consecutive year).
Ms. Bart’s clients include wealthy individuals and families, family business owners, corporate executives, banks and trust companies, trustees and executors and private foundations.