KrauseCAST Webinars

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

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

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

Live Date:
November 9, 2018

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 […]

Live Date:
October 12, 2018

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 […]

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.

Live Date:
August 17, 2017

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.

Live Date:
July 27, 2017

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.

Live Date:
May 11, 2017

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.