03/19/2026
Whether you want to help a grandchild pay for college, buy a first home or simply build a secure financial future, the right estate planning strategy makes a difference. From Pot Trusts to 529 plans, there are several approaches worth knowing, each with different tax implications and levels of control.
Our estate planning attorneys, David de Reyna and Jeff Sternberg, have outlined the key strategies and decisions grandparents should understand before putting a plan in place. Read the full article here: https://kotzsangster.com/news/article/leaving-assets-to-grandchildren