Webinar Registration

Strategies to Protect Your Client’s IRA Using Medicaid Annuities

December 2, 2025
12:00PM - 1:00PM CST
FREE for all members

ABOUT THIS WEBINAR:

IRAs can pose a challenge to attorneys engaging in Medicaid planning, but a properly structured Medicaid Compliant Annuity can help.

Join Krause Financial’s Founder and CEO, Dale Krause, J.D., LL.M., as he discusses strategies for spending down your client’s IRA!

Dale will cover:

  • How IRAs are treated under the Medicaid program
  • Best practices for structuring the annuity
  • How to avoid taxes when transferring the account

He’ll also explore in-depth case studies, including an illustration of the “Name on the Check Rule.”

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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