ABOUT THIS WEBINAR

A Medicaid Compliant Annuity (MCA) is a powerful tool for helping clients spend down assets and accelerate Medicaid eligibility. But what happens when the annuitant passes away? The answer, as every attorney knows, is… it depends!

Join our Founder and CEO, Dale Krause, J.D., LL.M., as he delves into the key triggering events of an MCA. He’ll discuss what happens when either the institutionalized individual or the community spouse passes away before the annuity term ends—and how these events impact the overall Medicaid plan. Key topics include:

• The state Medicaid agency’s process as the primary beneficiary
• Detailed examples for both single and married clients
• Steps to initiate the death claim process with the insurance carrier

Watch now!