"Medicaid Planning Using Annuities"
May 24, 2012 // Dallas, TX // Financial Planning Association of Dallas-Ft. Worth Annual Meeting
Mr. Krause provided a presentation to the attendees on the topic of using Medicaid Compliant Annuities in Medicaid planning, including detailed case scenarios.
"Medicaid Planning Using Annuities"
May 16-18, 2012 // Milwaukee, WI // National Funeral Trust Conference
Mr. Krause provided a presentation to the attendees on the topic of using Medicaid Compliant Annuities in Medicaid planning, including detailed case scenarios.
"VA Planning with Annuities"
Apr. 19-20, 2012 // Roswell, GA // Academy of VA Pension Planners' Spring 2012 Conference
Mr. Krause provided a presentation to the attendees on the topic of using various types of annuities in VA planning, including detailed case scenarios.
"Medicaid Planning Using Annuities and Promissory Notes"
Mar. 16, 2012 // Columbus, OH // Ohio Elder Law Institute
Mr. Krause provided a presentation to the attendees on the use of Medicaid Compliant Annuities and promissory notes in Medicaid planning, including detailed case scenarios.
"VA Planning with Annuities"
Feb. 23, 2012 // Southern Pines, NC // NC Bar Association Elder Law Symposium
Mr. Krause provided a presentation to the attendees on the topic of using various types of annuities in VA planning, including detailed case scenarios.
"Deficit Reduction Act of 2005 - A New Frontier for Illinois"
Feb. 10, 2012 // Aurora, IL // Taskforce for Senior Fairness
Mr. Krause provided a brief presentation to the taskforce regarding the implementation of the Deficit Reduction Act in Illinois and the changes it brought to the use of annuities in Medicaid planning.
"Using an Annuity to Qualify for Medicaid Benefits"
Jan. 22-28, 2012 // Phoenix, AZ // The Society of Financial Services Professionals
Mr. Krause provided a presentation to the attendees on the topic of using an annuity to qualify for Medicaid benefits, including but not limited to an in depth explanation of annuities, the annuity options avialable in VA and Medicaid planning, and the use of annuities as an investment.
"The Annuity Basics in Veterans Aid & Attendance Planning"
Nov. 3-4, 2011 // Atlanta, GA // The Academy of VA Pension Planners
Mr. Krause provided a presentation to the attendees on the topic of using annuities in VA planning, including but not limited to an in depth explanation of annuities, how to work with financial advisors, the annuity options available in VA and Medicaid planning, and the use of annuities as an investment.
"VA Aid & Attendance Basics - What Practitioners Need to Know"
Sept. 10, 2011 // Austin, TX // Texas Chapter of NAELA
Mr. Krause provided a presentation to the attendees on the topic of Veterans Aid & Attendance Benefits planning using annuities and various financial products.
"When is Aid & Attendance Better than Medicaid?"
Jul. 20-22, 2011 // Chicago, IL // 2011 Planning for the Generations Symposium
Mr. Krause and Valerie Peterson, of ElderCounsel, provided advanced case studies, and a presentation regarding when Veterans Benefits may be more advantageous than Medicaid and vice versa.
"The Annuity Basics in Veterans Aid & Attendance Planning"
Jun. 16, 2011 // Atlanta, GA // Academy of VA Pension Planners Conference
Mr. Krause provided a presentation to the attendees on the topic of using annuities in VA planning, including but not limited to an in depth explanation of annuities, how to work with financial advisors, the annuity options available in VA and Medicaid planning, and the use of annuities as an investment.
"VA Planning with Annuities"
May 20, 2011 // Las Vegas, NV // NAELA Elder & Special Needs Law Annual Conference
Mr. Krause provided a presentation to the attendees regarding VA planning with annuities.
"VA Aid & Attendance Basics - What Practitioners Need to Know"
Apr. 27, 2011 // Milwaukee, WI // Milwaukee Bar Association Elder Law Section Meeting
Mr. Krause provided a presentation to the attendees on the topic of Veterans Benefits planning basics.
"Use of Immediate Annuities - Post DRA - A Florida Approach"
Mar. 26, 2011 // Tampa, FL // Academy of Florida Elder Law Attorneys Elder Concert
Mr. Krause facilitated the Elder Exploitation Panel at the Elder Concert and provided handouts regarding the use of Medicaid Compliant Annuities in Florida.
"The Use of Annuities," "DRA Compliant Annuities," and "Curing Penalties Under DRA"
Jan. 21-23, 2011 // Grapevine, TX // National Academy of Elder Law Attorneys
Mr. Krause facilitated three breakout sessions available to the conference attendees.
