Webinar Registration

What Happens When My Client Passes Away: The Triggering Events of a Medicaid Compliant Annuity

March 18, 2025
12:00PM - 1:00PM CDT
FREE for all members

ABOUT THIS WEBINAR:

A Medicaid Compliant Annuity (MCA) is a powerful tool for helping clients spend down assets and accelerate Medicaid eligibility. But what happens when the annuitant passes away? The answer, as every attorney knows, is… it depends!

Join our Founder and CEO, Dale Krause, J.D., LL.M., as he delves into the key triggering events of an MCA. He’ll discuss what happens when either the institutionalized individual or the community spouse passes away before the annuity term ends—and how these events impact the overall Medicaid plan. Key topics include:

  • The state Medicaid agency’s process as the primary beneficiary
  • Detailed examples for both single and married clients
  • Steps to initiate the death claim process with the insurance carrier

Don’t miss this insightful webinar—reserve your spot today!

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This webinar starts in:
Dale Krause, J.D., LL.M.

MEET THE PRESENTER

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

Founder and CEO

Often referred to as the “Pioneer of Medicaid Compliant Annuities,” Dale is a leading national authority on crisis Medicaid planning. He began his career as an estate planning attorney before closing out his private practice to pursue the design and development of Medicaid Compliant Annuities. In addition to being an attorney, Dale is also a Certified Medicaid Planner (CMP) and has his Certification in Long-Term Care Insurance (CLTC).

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