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Lump-Sum Balloon Style Medi-Cal Compliant Annuities

10/31/2007 3:51 PM

Lump-Sum Balloon Style Medi-Cal Compliant Annuities – Still a Viable Planning Tool With California not having yet adopted the annuity provisions outlined in the Deficit Reduction Act of 2005*1, which eliminated the use of a Lump-Sum Balloon Style Medi-Cal Compliant Annuity, you should know that your clients still have time to act! To help you understand how to utilize a Lump-Sum Balloon Style Medi-Cal Compliant Annuity, assume that Alice Smith, an 85 year old widow, is a custodial care r ...

Disclaimer: Krause Financial Services is incorporated in the State of Wisconsin. Dale M. Krause, and Krause Financial Service, Inc., by means of this web site, is not offering legal advice. With respect to the material contained in this web site, some of the material may be affected by current and future changes in law. For those reasons, the accuracy and completeness of such information, and the opinions of its author, are not guaranteed. In addition, because of the complexity and interrelationship of various areas of law which are presented in this web site, from which there may be certain exceptions or limitations, the strategies and plans outlined in this web site may not be suited for every individual, in every state. As such, it is strongly suggested that before employing any one, or more, of the techniques, strategies, expositions of any law, the reader should secure the services of a competent elder law attorney in their respective state.