ABOUT THIS WEBINAR

IRAs can pose a challenge to attorneys engaging in Medicaid planning, but a properly structured Medicaid Compliant Annuity can help.

Hear from Krause Financial’s Founder and CEO, Dale Krause, J.D., LL.M., as he discusses strategies for spending down your client’s IRA!

Dale covers:

• How IRAs are treated under the Medicaid program
• Best practices for structuring the annuity
• How to avoid taxes when transferring the account

He’ll also explore in-depth case studies, including an illustration of the “Name on the Check Rule.” Watch now!