Presenter:  Jessica Schober Braun, Schober Schober & Mitchell, S.C.

This program will explore income tax considerations of Title 19 planning. We will discuss the tax implications of making outright gifts versus gifting to an Irrevocable Trust, including cost-basis adjustment and annual tax returns for the Trust; how tax withholding and converting a traditional IRA to a Roth IRA can be included in a spenddown; how the medical deduction can off-set increased withdrawals from a traditional IRA to cover care costs; and how rolling a traditional IRA into a Medicaid Compliant IRA Annuity can minimize taxes.

Credit: Approved for 1.0 CLE credit 
Length: 60 minutes
MBA Member Price: $40.00 
Non-Member Price:  

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