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Tax Planning & Title 19 Planning: Here's What You Need to Know
Tuesday, April 28, 2020, 12:30 PM - 1:30 PM CDT
Category: CLE

Tax Planning & Title 19 Planning: Here's What You Need to Know

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: 1.0 CLE credit to be applied for
Date: April 28, 2020
Presentation: 12:30 - 1:30 PM
Location: Online Viewing

$40.00 MBA member
$75.00 Non-member

Please note that this program is available only for live online viewing.  Once you register you will be emailed with instructions for viewing the program online.  If you have any questions, please contact Emily Hutmacher at [email protected]


Contact: Emily Hutmacher, [email protected]