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