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KrauseCAST Webinars

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Partial Cures vs. Gift/MCA Planning

Brandon Erieau | June 15, 2018

Partial Cures vs. Gift/MCA Planning By: Dale M. Krause, J.D., LL.M. JUNE 14TH Crisis planning for a single person can be tricky. In some states, the Partial Cure or “Reverse Half-a-Loaf” strategy is a popular […]

Dealing with Transfers and 1035 Exchanges

Paul Malcore | April 17, 2018

Dealing with Transfers and 1035 Exchanges HOSTED BY STUART OTTO MAY 17TH In this webinar, Benefits Planner Stuart Otto will teach you how to deal with transfers and 1035 exchanges. A 1035 exchange is a […]

Planning with Annuities vs. Promissory Notes

Krause Financial Services | March 16, 2018

Planning with Annuities vs. Promissory Notes Hosted by Dale Krause, J.D., LL.M.   In many states, annuities are not the only crisis planning tool for Medicaid planners. This webinar will compare promissory notes and annuities […]

VA Planning with Annuities

Dale Krause J.D., LL.M. | March 15, 2018

VA Planning with Annuities Hosted by Dale Krause, J.D., LL.M. Join KFS founder Dale M. Krause, J. D., LL.M., as he discussed VA planning basics, the types of annuities used in VA planning, and real-life […]

Introduction to Crisis Medicaid Planning

Thomas Krause, J.D. | February 16, 2018

Introduction to Crisis Medicaid Planning Presented by Thomas Krause, J.D. What is the CSRA?  What is the MMNA?  In this webinar, Thomas R. Krause, J.D., will walk you through our Medicaid Desk Reference – a […]

Introducing the New Krause Financial Services Website!

Paul Malcore | January 31, 2018

In this webinar, Paul J. Malcore, Digital Marketing Manager at Krause Financial Services will walk you through the new and improved Krause Financial Services website and show you the increased value, easy navigation, and a […]

Calculating Medicaid Planning Figures: Using our Medicaid Desk Reference

Thomas Krause, J.D. | January 18, 2018

CALCULATING MEDICAID PLANNING FIGURES: USING OUR MEDICAID DESK REFERENCE Presented by Thomas Krause, J.D. What is the CSRA? What is the MMNA? In this webinar, Thomas R. Krause, J.D., will walk you through our Medicaid […]

Protecting Your Client’s IRA and the Name on the Check Rule

Dale Krause J.D., LL.M. | November 15, 2017

Protecting Your Client’s IRA and the Name on the Check Rule Presented by Dale Krause, J.D., LL.M. Retirement accounts often pose problems when trying to plan for Medicaid. In this session, Dale M. Krause, J.D., […]

Advanced Crisis Medicaid Planning for the Married Couple

Thomas Krause, J.D. | November 9, 2017

Advanced Crisis Medicaid Planning for the Married Couple Presented by Thomas Krause, J.D. Beyond the basics of planning for a community spouse, there are a lot of calculations and considerations that are required when dealing […]

Introduction to Arizona Medicaid Planning

Krause Financial Services | October 19, 2017

Introduction to Arizona Medicaid Planning Presented by Krause Financial Services In this special edition of KrauseCAST, join Benefits Planner Stuart Otto as he discusses state-specific Medicaid planning opportunities and techniques in Arizona. The webinar includes […]