KrauseCAST Webinars

On-Demand Webinars
The Medicaid Snapshot Date and Structuring a Medicaid Compliant Annuity
Live Date:
January 26, 2017
Dale Krause, J.D., LL.M.
Presenter:
Dale Krause, J.D., LL.M.

The snapshot date is a very important factor in any Medicaid plan involving a married couple. In this webinar, Dale M. Krause, J.D., LL.M., will discuss the significance of the snapshot date and how this figure affects a Medicaid Compliant Annuity plan.

Topics: MCA Planning Medicaid Rules
Bulletproofing a Promissory Note
Live Date:
December 6, 2016
Dale Krause, J.D., LL.M.
Presenter:
Dale Krause, J.D., LL.M.

In some states, attorneys may be able to utilize a promissory note rather than an annuity in order to accelerate their clients’ eligibility for Medicaid. In this webinar, Dale M. Krause, J.D., LL.M, discusses what makes promissory notes compliant with the Deficit Reduction Act of 2005 and how to use them properly in crisis Medicaid […]

Topics: Estate Planning Medicaid Rules