Leader in Medicaid Compliant Annuities | Krause Financial Services

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.

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

Gain Exclusive Insight Through our ESSENTIAL MEDICAID PLANNING RESOURCES

ANNUAL
KRAUSE REPORT

The all-encompassing guide that covers the Medicaid planning industry.

Members Only

STATE-SPECIFIC
RESOURCES

Your state's specific Medicaid planning resources and figures.

REAL LIFE
CASE STUDIES

Comprehensive examples to walk you through our most common strategies.

Members Only

EDUCATIONAL
VIDEO LIBRARY

An online video training hub, from the basics to complex planning scenarios.

Members Only

CUSTOM
ATTORNEY DASHBOARD

A custom command center for all of your crisis planning needs.

Members Only

KRAUSECAST
WEBINAR LIBRARY

Our popular monthly webinar series that solves issues attorneys face in the field.

JOIN OVER 2,500 MEMBERS

Gain instant access to all of these exclusive resources and more when you create a FREE Attorney Access account!

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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).

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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 >>