Using Medicaid Compliant Annuities to Preserve Assets in Crisis Planning

Dale M. Krause, J.D., LL.M.
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.

On-Demand: June 13, 2023

This class is included in the Federal Bar Association CLE Pass

Subscribe to Federal Bar Association CLE Pass...
Co-Sponsored by myLawCLE
Get this course, plus over 1,000+ of live webinars.
Learn More
MCLE Credit Information:

Select Your State Below to View CLE Credit Information

1 hour CLE
Tuition: $95.00
Training 5 or more people?

Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs

Program Summary

Estate planning and elder law attorneys specialize in preserving assets, but even the most solid estate plan can be derailed by an unexpected long-term care event. In these cases, attorneys can turn to crisis Medicaid planning to provide their clients financial relief from the high cost of the nursing home. In this webinar, Dale Krause, J.D., LL.M. will discuss how attorneys can use Medicaid Compliant Annuities as a spend-down tool in these situations.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • The Medicaid program’s asset and income limitations
  • The Medicaid Compliant Annuity’s requirements
  • Strategies for using the Medicaid Compliant Annuity for both single clients and married couples

Date / Time: July 20, 2023

Closed-captioning available

Speakers

Dale M. Krause, J.D., LL.M._Krause Financial Services, LLC_FedBarDale 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.

Agenda

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

More CLE Webinars
Trending CLE Webinars
The Corporate Transparency Act Reporting Obligations
The Corporate Transparency Act Reporting Obligations
Law Offices of Jonathan H. (Jason) Warner, P.A.
On-Demand
IRS Penalty Abatement Made Easy
IRS Penalty Abatement Made Easy
Green & Sklarz, LLC
On-Demand
Gun Trust Law (2024 Edition)
Gun Trust Law (2024 Edition) Wed, October 23, 2024
On-Demand
Live Replay
Revocable Living Trusts from Start to Finish (2024 Edition)
Revocable Living Trusts from Start to Finish (2024 Edition) Wed, October 30, 2024
On-Demand
Live Replay
Lawyers Serving on Boards
Lawyers Serving on Boards Thu, October 17, 2024
On-Demand
Live Replay
Essential Accounting Principles Every Attorney Should Know
Essential Accounting Principles Every Attorney Should Know
LaPorte CPAs & Business Advisors
On-Demand
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics)
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics) Fri, October 18, 2024
On-Demand
Live Replay
Tax Opportunity Zones (2024 Edition)
Tax Opportunity Zones (2024 Edition)
Blank Rome LLP
On-Demand
Litigating Libel and Defamation Cases
Litigating Libel and Defamation Cases
Callahan & Blaine, APLC.
On-Demand
Will Drafting 101 (2024 Edition)
Will Drafting 101 (2024 Edition)
Partner, Davenport Evans Lawyers
On-Demand
Federal Indian Law 101 (2024 Edition)
Federal Indian Law 101 (2024 Edition)
Holland & Knight LLP
On-Demand
Upcoming CLE Webinars
Charitable Solicitation Laws
Charitable Solicitation Laws Tue, October 15, 2024
Live Webcast
Inside Secrets to Getting Rid of Tax Penalties (2024 Edition)
Inside Secrets to Getting Rid of Tax Penalties (2024 Edition) Wed, October 16, 2024
On-Demand
Live Replay
Medical Records A-Z: What attorneys need to know (2024 Edition)
Medical Records A-Z: What attorneys need to know (2024 Edition) Wed, October 16, 2024
On-Demand
Live Replay
Lawyers Serving on Boards
Lawyers Serving on Boards Thu, October 17, 2024
On-Demand
Live Replay
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics)
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics) Fri, October 18, 2024
On-Demand
Live Replay
Maritime Finance 101
Maritime Finance 101 Wed, October 23, 2024
Live Webcast
Gun Trust Law (2024 Edition)
Gun Trust Law (2024 Edition) Wed, October 23, 2024
On-Demand
Live Replay
Litigating Defamation Cases (2024 Edition)
Litigating Defamation Cases (2024 Edition) Thu, October 24, 2024
Live Webcast
Real Estate Law Fundamentals
Real Estate Law Fundamentals Tue, October 29, 2024
Live Webcast
Final Accounting: Estate administration essentials
Final Accounting: Estate administration essentials Tue, October 29, 2024
Live Webcast
Judicial Misconduct & Regulating Judicial Ethics
Judicial Misconduct & Regulating Judicial Ethics Wed, October 30, 2024
Live Webcast