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How Existing Non-Compliant Annuities Affect Medicaid Eligibility

Date Listed: July 22, 2021
Presented By: Thomas Krause, J.D.

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In episode 15 of our Industry Insights video series, Thomas Krause, J.D., Vice President of Sales & Marketing, discusses how existing non-compliant annuities could affect your client’s plan for Medicaid eligibility. Tom covers:

  • Options for deferred and immediate annuities during spend-down
  • What fair market value is and how it is determined
  • Handling promissory notes, IRAs, and other financial instruments
More videos from the Krause Industry Insights Series:
Overcoming Denials and Fair Hearing Support
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Planning Trends and Incorporating Medicaid Planning into Your Practice
8:05
Planning Trends and Incorporating Medicaid Planning into Your Practice
How LTCI Fits into Your Practice
6:38
How LTCI Fits into Your Practice
Fair Hearing and Medicaid Denial Case Studies
10:44
Fair Hearing and Medicaid Denial Case Studies
Using IRAs to Fund Medicaid Compliant Annuities
7:48
Using IRAs to Fund Medicaid Compliant Annuities
Case Discussion: District Court Affirms MCA as Irrevocable
11:13
Case Discussion: District Court Affirms MCA as Irrevocable
The Logistics of a Medicaid Compliant Annuity
7:12
The Logistics of a Medicaid Compliant Annuity
Common Mistakes in the Fair Hearing Process
10:14
Common Mistakes in the Fair Hearing Process
The Attorney's Role in Identifying and Addressing Elder Abuse
9:59
The Attorney's Role in Identifying and Addressing Elder Abuse
Do Non-Attorneys Have a Role in Medicaid Planning?
8:56
Do Non-Attorneys Have a Role in Medicaid Planning?
Using Medicaid Compliant Annuities in the Name of the Community Spouse
7:13
Using Medicaid Compliant Annuities in the Name of the Community Spouse
The Treatment of a Trust for the Sole Benefit of a Community Spouse
8:24
The Treatment of a Trust for the Sole Benefit of a Community Spouse
Using a Medicaid Compliant Annuity for a Single Person
7:05
Using a Medicaid Compliant Annuity for a Single Person
Carriers in the Medicaid Compliant Annuity Industry
8:57
Carriers in the Medicaid Compliant Annuity Industry
MassHealth Questioned as Primary Remainder Beneficiary on Community Spouse Annuities
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MassHealth Questioned as Primary Remainder Beneficiary on Community Spouse Annuities
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