[WSBAPT] 529 Owned by a Trust

[Jacob Menashe]

I am thinking about a situation where grandparents would like to leave money to a 529 plan for a grandchild – but they never want the child’s parents to have access to the money. I know it’s possible to have a trust own a 529 plan. Any thoughts, pointers about this? Is there anyone out there who has done this who would be willing to consult with me?

Thanks,

Jacob Menashe

___________________
Jacob H. Menashe
Hickman Menashe, PS
4211 Alderwood Mall Blvd., Suite 202
Lynnwood, WA 98036
(425) 744-5658 phone
(425) 744-6078 fax
www.hickmanmenashe.com


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