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The Treatment of a Trust for the Sole Benefit of a Community Spouse
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The Treatment of a Trust for the Sole Benefit of a Community Spouse
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Using a Medicaid Compliant Annuity for a Single Person

In episode 13 of our Industry Insights video series, Collin Terry, Sales Manager, discusses options available to a single person utilizing a Medicaid Compliant Annuity. Collin covers:

  • Advantages of using a Gift MCA plan
  • Calculations factored into a gift and annuity
  • Alternative planning methods

More videos from the Krause Industry Insights Series:
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