Using Medicaid Compliant Annuities to Preserve Assets in Crisis Planning

Dale M. Krause, J.D., LL.M. | Krause Financial Services, LLC

Dale M. Krause, J.D., LL.M., is the President and CEO of Krause Financial Services—a firm that specializes in asset preservation solutions through the use of Medicaid Compliant Annuities, Long-Term Care Insurance, and other insurance products. Although Dale began his career as an estate planning and elder law attorney, he eventually left his practice to pursue the design and development of the Medicaid Compliant Annuity before establishing Krause Financial Services. Dale was the first person to bring this revolutionary product to market for attorneys nationwide, thereby earning the distinction of the “Pioneer of Medicaid Compliant Annuities.”

With over 30 years of experience in the elder law and insurance industries, Dale is a renowned expert on using annuities and other insurance products to pay for long-term care. He regularly speaks at legal and financial planning forums across the country, educating and empowering other professionals on their long-term care planning cases. His work has been featured in several major publications, including The Wall Street Journal, NAELA News, Senior Market Advisor, and Lawyers Weekly USA. Dale also played an integral role in many landmark Medicaid Compliant Annuity cases, including Weatherbee v. Commonwealth of Pennsylvania and Zahner v. Mackereth. For more information regarding Dale, his accomplishments, and his company, visit www.medicaidannuity.com.

I. The Medicaid program’s asset and income limitations | 2:00pm – 2:20pm

II. The Medicaid Compliant Annuity’s requirements | 2:20pm – 2:40pm

III. Strategies for using the Medicaid Compliant Annuity for both single clients and married couples | 2:40pm – 3:00pm