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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

Using Medicaid Compliant Annuities to Preserve Assets in Crisis Planning

$95.00 1 hour CLE

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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

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