Education Trusts

Learn about education trusts and how they help families set aside funds specifically for educational expenses like tuition, books, and housing costs.

What expenses can education trusts cover beyond tuition?

Education trusts can cover a wide range of learning-related expenses including textbooks, supplies, room and board, technology needs, and study abroad programs. These trusts help families ensure funds are preserved specifically for educational purposes throughout a beneficiary's academic journey. The trust terms determine which specific educational expenses qualify for distribution.