A Look at the New Year: Breaking Down the 2026 Desk Reference
ABOUT THIS WEBINAR
Hear from Dale Krause, J.D., LL.M., in this insights-packed session on navigating Medicaid planning in the new year. This webinar is designed to give elder law attorneys the clarity and confidence they need to apply the updated figures directly in client work.
Dale will break down the new numbers, explain their practical implications, and walk you through the calculations and definitions that drive Medicaid eligibility and planning strategies. From asset and income regulations to resource allowances and penalty period calculations, you’ll gain the foundational knowledge required to make informed, effective decisions in crisis planning scenarios.
Takeaways include:
- How the Divestment Penalty Divisor works and how to accurately calculate the penalty period
- Understanding the Community Spouse Resource Allowance (CSRA) and Monthly Maintenance Needs Allowance (MMNA)
- Identifying which states enforce an income cap for Medicaid eligibility
- Clarifying exempt asset limits and how they affect planning options
*1.0 hour standard CLE pending
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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).