Case Studies

For Those In Crisis Situations
Medicaid Planning Case Studies

Community Spouse

blank image
Scenario Goal:
Obtain immediate Medicaid eligibility for the ill spouse and preserve the income and assets of the spouse at home
Download this Case Study 

Gift/MCA Plan

blank image
Scenario Goal:
Create a wealth transfer to the Medicaid applicant's heirs while accelerating their eligibility for benefits
Download this Case Study 

"Name on the Check Rule"

blank image
Scenario Goal:
Obtain immediate Medicaid eligibility for the ill spouse while avoiding large tax consequences on their IRA
Download this Case Study 

Standalone Plan

blank image
Scenario Goal:
Obtain immediate Medicaid eligibility for the applicant with the intention of making a wealth transfer upon their passing
Download this Case Study 

Institutionalized Spouse

blank image
Scenario Goal:
Obtain immediate Medicaid eligibility for the ill spouse and create an income shift to the spouse at home
Download this Case Study 

For Those Concerned About Future Care
Advance Planning Case Studies

Asset-Based Long-Term Care Insurance

blank image
Scenario Goal:
Plan for potential long-term care costs while protecting premiums if no care is required
Download this Case Study 

Traditional Long-Term Care Insurance

blank image
Scenario Goal:
Protect the individual's life savings with an affordable insurance policy that covers future long-term care costs
Download this Case Study 

GAIN ESSENTIAL PLANNING INSIGHT WITH CLE COURSES AND WEBINARS

Experience CLE like never before. From exclusive presentations with guest speakers to our own guided, on-demand courses, we offer a CLE topic for everyone. Choose your individual courses or become a member of Attorney Access Premium to access the full library.

Explore CLE Opportunities

CONTINUE THE CONVERSATION WITH A KRAUSE LONG-TERM CARE PLANNING SPECIALIST

Whether you're new to long-term care planning, want to better understand how we work together, or you're ready to discuss a client case, we're here to assist on your schedule. Use our scheduling tool to collaborate on the topics most important to your practice.

Schedule Your Consultation