The leading provider of medicaid compliant annuities

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We are the Elder Law Industry's EXPERTS IN CRISIS PLANNING

We are an attorney-led financial services firm that specializes in crisis Medicaid planning through the use of Medicaid Compliant Annuities and other insurance products. For over 30 years, we have worked with elder law attorneys and their clients to accelerate eligibility for benefits and provide relief from the financial hardship of long-term care.

Customized Client Strategies
Powerful Insurance Products
Unmatched Industry Support

We Develop CUSTOMIZED STRATEGIES

No matter your client's situation, our staff will tailor the perfect, state-specific solution to achieve relief from the high cost of the nursing home. Learn how one of our cutting-edge strategies can help your clients today.

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We Offer POWERFUL PRODUCTS

Coupled with our industry expertise, our product offering is second-to-none. From proactive planning situations to fast-moving crisis scenarios, we have the tools to help your clients preserve their assets and pay for long-term care.

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We Provide UNPARALLELED SERVICE

Our dynamic team is the best at what we do. We work diligently to provide first-class support to attorneys and their staffs. Plus, with in-house legal counsel to help back your case, you can rest easy in your decision to work with Krause.

MEET THE TEAM

25 PROFESSIONALS ON STAFF + IN-HOUSE SUPPORTING COUNSEL

400 CASES RESOLVED PER MONTH

3,000 ATTORNEY CLIENTS ACROSS THE NATION

Free Client Demo

Learn How We Work Together with a FREE CLIENT DEMO

If you're ready to learn more about incorporating Medicaid planning into your practice, book a free consultation with one of our experts. From a quick phone call to a detailed strategy session, this demo is tailored to fit your needs (and your schedule).

SCHEDULE YOUR FREE DEMO

See What Others are Saying About our INDUSTRY-LEADING SUPPORT

“When I'm working with Krause on an annuity plan, I know that it's going to be handled timely and professionally, and they understand all of the rules that are pertinent to my clients' matters.”

BRENNA GALVIN, J.D. Maser, Amundson, Boggio, P.A.

“I would recommend Krause as a resource to anyone without hesitation.”

Dave Nesbit, Esq. Keystone Elder Law P.C.

“Everyone we work with is so helpful. They provide us with detailed analysis and case studies that we can present to our clients to get the best results — and that's thanks to Krause.”

MICHELLE BERK, ESQ. Law Offices of Michelle C. Berk, P.C.

“Krause is an excellent resource. Get to know them. They'll be a benefit to you and a benefit to your practice, as well as your clients.”

Jerold E. Rothkoff, Esq. Managing Attorney at Rothkoff Law Group

“I've trained hundreds of lawyers and that’s always been my recommendation – work with Krause.”

Jeffrey Bellomo, Esq. Bellomo & Associates, LLC

Check Out our Latest ELDER LAW UPDATES

 
November 19, 2020
Elder Law Attorney News Featuring Lisa Neeley, J.D. Andrea Gage-Michaels interviews Attorney Lisa Neeley, Partner at Mirick O'Connell in Massachusetts, regarding a recent case that is putting a new spin on the use of MCAs for the community spouse in that state.

Hear from Lisa on the details of the case, the client she represented, and how the argument of the "Sole Benefit Rule" may supersede the requirement to name the state Medicaid agency as primary beneficiary on an annuity. Plus, Lisa comments on the implications this holds for Massachusetts attorneys going forward.
Watch Now >>
man typing on laptop
Nov 03, 2020
Recent Blog Post: Making Inroads with Out of Office Messages Read Article >>
retired elderly couple walking down the street
Nov 19, 2020
Industry News: The Impact of COVID-19 on Retirement and Aging Read Article >>

Join Us at One of our UPCOMING EVENTS

December
2
INDUSTRY EVENT:
Elder Law Immersion and Practice-Building Camp
Organized by: ElderCounsel
View This Industry Event
December
3
INDUSTRY EVENT:
2020 UnProgram
Organized by: The Academy of Florida Elder Law Attorneys (AFELA)
View This Industry Event
December
10
LIVE SEMINAR:
Navigating New Hampshire Medicaid Planning Virtual Event
Presented by: Krause Financial Services & ElderCounsel
View This Live Training
December
15
UPCOMING WEBINAR:
How to Navigate Transfers and 1035 Exchanges
Presented by: Dale Krause, J.D., LL.M.
View This Webinar
January
19
UPCOMING WEBINAR:
How to Use the 2021 Desk Reference
Presented by: Thomas Krause, J.D.
View This Webinar

We Partner with THE MOST TRUSTED ORGANIZATIONS IN ELDER LAW

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