KrauseCAST Webinars

On-Demand Webinars
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
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