When to Purchase a Medicaid Compliant Annuity in the Institutionalized Spouse’s Name

Tuesday, October 18
2:00-3:00 p.m. ET
Dale M. Krause, J.D., LL.M.

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2022/10/18 1:00 PM EST

What You’ll Gain in This Webinar

When dealing with a married couple in crisis Medicaid planning, it is easy to assume using a Medicaid Compliant Annuity in the name of the community spouse is the best option. However, you may be missing out on key opportunities to save your clients even more money.

In this presentation, Krause Financial Services’ President and CEO, Dale M. Krause, J.D., LL.M., will explore an alternative annuity strategy for married couples. He will explain the pros and cons of these different strategies, how to take advantage of more favorable beneficiary designation rules, and illustrate the financial implications in a comparative case study.

Who Should Attend: Attorneys interested in learning alternative annuity strategy for married couples.

When to Purchase a Medicaid Compliant Annuity in the Institutionalized Spouse's Name
Tuesday, October 18 at 2:00 p.m. ET
60 minute webinar

Can't make it to the live webinar? Register and we'll automatically send you the recording and materials following the event.

About The Presenter

Dale M. Krause, J.D., LL.M.
President and CEO, Krause Financial Services

Dale M. Krause, J.D., LL.M., is the President and CEO of Krause Financial Servicesa 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.

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