KrauseCAST Webinars

On-Demand Webinars
Advanced Planning for a Married Couple
Live Date:
December 13, 2018
Presenter:
Dale M. Krause, J.D., LL.M.

In this KrauseCAST webinar, KFS President Dale M. Krause, J.D., LL.M. discusses Medicaid benefits for a married couple.

Topics: MCA Planning
Medicaid Planning for a Single Person
Live Date:
November 9, 2018
Thomas Krause
Presenter:
Thomas Krause

Join Krause Financial Services VP of Sales and Marketing, Thomas Krause, J.D., as he steps through how to use an annuity when planning for a single Medicaid applicant. He discusses Medicaid program eligibility and how a properly-structured annuity tremendously helps clients. Tom also uses two realistic case studies to demonstrate these strategies in action and […]

Topics: MCA Planning
Long-Term Care Insurance
Live Date:
October 12, 2018
Dale Krause
Presenter:
Dale Krause

Join our President and CEO Dale M. Krause, J.D., LL.M., as he discusses the importance of pre-planning for long-term care needs using Long-Term Care insurance (LTCi). Using his personal LTCi policies as examples in the webinar, Dale discuss the basics of the product, how to determine what the best choice is for your clients, and […]

Topics: Estate Planning Proactive Planning
Partial Cures vs. Gift/MCA Planning
Live Date:
June 14, 2018
Presenter:
Dale M. Krause, J.D., LL.M.

Crisis planning for a single person can be tricky. In some states, the Partial Cure or "Reverse Half-a-Loaf" strategy is a popular option. In this webinar, Dale M. Krause, J.D., LL.M., will explain the difference between this strategy and the Gift/MCA plan, as well as the pros and cons of each option.

Topics: MCA Planning
Calculating Medicaid Reimbursement Claims
Live Date:
August 17, 2017
Thomas Krause, J.D.
Presenter:
Thomas Krause, J.D.

Crisis planning doesn’t end once the Medicaid application is approved. When the Medicaid applicant passes away, estate recovery is not far behind. In this webinar, Thomas R. Krause, J.D., will discuss different crisis planning strategies and how an early death affects each type of plan.

Topics: MCA Planning Medicaid Rules
The Triggering Events
of an Annuity
Live Date:
July 27, 2017
Thomas Krause, J.D.
Presenter:
Thomas Krause, J.D.

How do the parties to an MCA affect the contract itself? Join KFS’ Vice President of Operations, Thomas R. Krause, J.D., as he explains the definition of a Medicaid Compliant Annuity, the parties to the MCA contract, and the triggering events of an annuity in this installment of KrauseCAST.

Topics: MCA Planning
Strategies to Divest Non-DRA Compliant Annuities, Promissory Notes, and Other Assets
Live Date:
May 11, 2017
Thomas Krause, J.D.
Presenter:
Thomas Krause, J.D.

It is common to come across crisis Medicaid planning clients who own existing non-compliant annuities or promissory notes. In this webinar, Thomas R. Krause, J.D., explores strategies to deal with these troublesome assets and accelerate your client’s eligibility for Medicaid.

Topics: MCA Planning Medicaid Rules
Navigating Your First Fair Hearing: What You Need to Do to Be Successful
Live Date:
April 13, 2017
Dale Krause, J.D., LL.M.
Presenter:
Dale Krause, J.D., LL.M.

Even with the perfect Medicaid eligibility plan, denials happen. Sometimes, they even require a fair hearing. Dale M. Krause, J.D., LL.M., has served as an expert witness in several fair hearings across the country. Join him in this installment of KrauseCAST as he shares his expertise on dealing with these situations.

Topics: Medicaid Rules Practice Building
Introduction to Medicaid Planning
Live Date:
March 16, 2017
Thomas Krause, J.D.
Presenter:
Thomas Krause, J.D.

It’s “back-to-basics” with Krause Financial Services Vice President of Operations Thomas R. Krause, J.D., as he discusses an introduction to Medicaid planning. Complete with eligibility requirements and real-life case studies, this webinar is a must-see for beginners in the elder law industry, or anyone looking for a quick refresher course on Medicaid planning.

Topics: MCA Planning