Webinar Registration

Overcoming Medicaid Roadblocks: How to Handle Existing Annuities

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

ABOUT THIS WEBINAR:

Certain assets pose a problem when it comes to Medicaid planning, and one of the trickiest roadblocks to overcome is an existing annuity. Does it have cash value? Does it need to be sold on the secondary market?

Learn how to navigate these troublesome assets with ease during this session with Krause Financial President, Thomas Krause, J.D.

In this webinar, Tom will cover:

  • The different types of annuities and how they impact your client's Medicaid eligibility
  • When a Section 1035 Tax-Free Exchange may be a viable option to eliminate the annuity
  • How selling an annuity on the secondary market works and what to expect from the process

Tom will also explore when an existing annuity is treated as an asset or a divestment and key contract language to be on the lookout for. Register now!

JOIN OUR LIVE WEBINAR!

This webinar starts in:
Thomas Krause, J.D.

MEET THE PRESENTER

Thomas Krause, J.D.

President

Thomas specializes in using annuities to accelerate eligibility for government benefits, expert testimony, and litigation support when attorneys are faced with a Medicaid denial, and the valuation and sale of non-compliant annuities.

Thomas has a passion for teaching elder law attorneys crisis Medicaid planning strategies for their senior clients. He speaks at legal forums throughout the country and often hosts our national KrauseCAST webinar series.

Thomas earned his B.S. degree in Economics from the University of Wisconsin–Milwaukee in 2010 and his J.D. from California Western School of Law in 2014. He is a member of the California State Bar.

EXPLORE THE FULL LIST OF UPCOMING LIVE WEBINARS

Register for any of our upcoming webinars to gain unique insight from guest presenters, Krause staff, and other industry thought leaders. Your registration reserves your spot for the live presentation and also ensures you'll get the recorded version delivered to your inbox for future access.

View All Upcoming Webinars

WATCH, PAUSE, AND REPLAY WITH THE
ON-DEMAND WEBINAR LIBRARY

Get the most out of our on-demand webinars by uncovering the topics that are most relevant to your practice. Visit our extensive webinar library and filter by topic, presenter, and CLE-approved webinars, or use our webinar search to see if we've covered the information you're looking for.

View the Webinar Library