Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) Custodial Accounts:
A Historical Method of Saving for College

Recently Released!!!
Date Published: May 11, 2017
Summary PPT Deck: 62 Slides
Reference PPT Deck: 676 Slides


The purpose of this research is to provide readers with a comprehensive understanding of Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) custodial accounts within the college savings market. This research seeks to summarize the leading managers, as well as make predictions for the market at large. This research is part of Tiburon's broader coverage of the college savings market.

This research addresses the historical phases of the Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) custodial accounts market, including: 

  • Emergence Phase
  • Decline Phase

This research defines two distinct market segments, including:

  • Uniform Gift to Minors Act (UGMA) Custodial Accounts
  • Uniform Transfer to Minors Act (UTMA) Custodial Accounts

This research makes numerous future predictions for the Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) custodial accounts market, including:

  • Moderate Growth in Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) Custodial Accounts
  • Ongoing Position as Supplemental College Savings & Wealth Transfer Vehicle for High Net Worth Families
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