Blog

- Articles to Help Build Your Practice -

How Do I Choose an MCA Carrier?

POSTED ON - March 13, 2020

Written By Krause Financial Services

  When purchasing a Medicaid Compliant Annuity (MCA), you and your clients not only want a carrier they can trust, but also one that provides the most beneficial outcome. However, it can be difficult to […]
Read More
District Court Affirms Medicaid Compliant Annuity as Irrevocable

POSTED ON - March 31, 2020

Written By Krause Financial Services

  In a recent case stemming from New Jersey, the Division of Medical Assistance and Health Services (DMAHS), through its Director, affirmed the decision of an administrative law judge determining that a Medicaid Compliant Annuity […]

Read More
How Do I Choose an MCA Carrier?

POSTED ON - March 13, 2020

Written By Krause Financial Services

  When purchasing a Medicaid Compliant Annuity (MCA), you and your clients not only want a carrier they can trust, but also one that provides the most beneficial outcome. However, it can be difficult to […]

Read More
When Does the Medicaid Penalty Period Begin?

POSTED ON - February 26, 2020

Written By Krause Financial Services

  Do you have a client who has made an ineligible transfer, or divestment, during the last five years but is looking to qualify for Medicaid benefits? If so, it’s important for you to understand […]

Read More
Massachusetts Estate Recovery: State Cannot Recover Against Community Spouse's Annuity

POSTED ON - January 29, 2020

Written By Scott Engstrom, J.D.

  An important consideration in any crisis planning case is the issue of estate recovery. Estate recovery is where the state attempts to recoup costs for services rendered under the State Medicaid program upon the […]

Read More
The Importance of Deadlines in Fair Hearing Cases: An Example Out of Alabama

POSTED ON - January 27, 2020

Written By Scott Engstrom, J.D.

A recent case out of Alabama illustrates just how important the procedural rules are to the fair hearing process. The case also serves as a prime example of why an elder law attorney should be […]

Read More
How does the SECURE Act Affect Your Clients?

POSTED ON - December 30, 2019

Written By Krause Financial Services

  One of the main aspects of the SECURE Act, which was signed into law earlier this month, affects how beneficiaries receive money from inherited retirement accounts. The new rule stipulates beneficiaries of qualified retirement […]

Read More
How to Use the “Name on the Check Rule” for Medicaid Planning with IRAs

POSTED ON - December 20, 2019

Written By Krause Financial Services

  When Medicaid planning, it can be difficult to develop a clear-cut plan that works for your client’s specific situation. Fortunately, we provide multiple different strategies and solutions designed for unique cases, even those involving […]

Read More
Lookback Period vs. Penalty Period in Medicaid

POSTED ON - November 8, 2019

Written By Krause Financial Services

  In order to be eligible for Medicaid, individuals must meet certain financial and health criteria. As a part of the financial requirements, Medicaid applicants must be below a certain asset limit. Many may be […]

Read More