Krause Financial Services

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Medicaid Compliant Annuity Planning for a married couple.

Single Person Case **DO NOT EDIT**

Medicaid Compliant Annuity Planning for an individual.

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Events Calendar-Satellite

March 2010

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Mar 08, 2010

VA Planning - Transferring Assets after Eligibility has been Established

Feb 16, 2010

Just Say "No" in Contrast to a Medicaid Compliant Annuity

Presentations

Dale M. Krause, J.D., LL.M., has earned the distinct title of the “Pioneer of Medicaid Compliant Annuities.” In light of this, he is often asked to speak and present at various elder law events throughout the nation. Below you will find several of his most recent presentations and/or outlines from various events that he has attended.

Powerpoint Presentations

Medicaid Planning and Medicaid Compliant Annuities Presentation	Medicaid Planning and Medicaid Compliant Annuities Outline
The Use of Annuities in Michigan Medicaid Planning Presentation	The Use of Annuities in Michigan Medicaid Planning Outline
The Use of Annuities in Medi-Cal Planning Presentation	The Use of Annuities in Medi-Cal Planning Outline
The Use of Annuities in Medicaid Planning: The Past, Present and Future Presentation	The Use of Annuities in Medicaid Planning: The Past, Present and Future Outline
Medicaid Compliant Annuities: A Wisconsin Approach - 2008 and Beyond Presentation	Medicaid Compliant Annuities: A Wisconsin Approach - 2008 and Beyond Outline
Using Annuities in Medicaid Planning - Post DRA: A Kansas Approach Presentation	Medicaid Compliant Annuity Planning Opportunities Following the Deficit Reduction Act of 2005 Presentation

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.