REGISTER: The Basics of Medicaid Compliant Annuity Planning
December 9, 2021 | 12:00PM - 1:00PM CST
ABOUT THIS WEBINAR:
How does a Medicaid Compliant Annuity work as a spend-down tool? Does the strategy differ between married couples and single people? How do I structure the annuity?
Whether you’ve been working in the industry for years or you’re just now discovering the opportunity crisis Medicaid planning holds for your practice, these are questions you may be asking yourself all the time. In that case, this webinar is for you!
Join Dale Krause, J.D., LL.M. as he takes us back to the basics of Medicaid Compliant Annuity planning. In this program, Dale will cover:
- The requirements of a Medicaid Compliant Annuity
- How it works within the Medicaid program's rules
- How to use it in practice
Plus, this webinar will feature real life case studies and a Q&A session. Reserve your spot today!
ABOUT THE PRESENTER:
Dale Krause, J.D., LL.M.
President and CEO
Often referred to as the “Pioneer of Medicaid Compliant Annuities,” Dale is a leading national authority on crisis Medicaid planning. He began his career as an estate planning attorney before closing out his private practice to pursue the design and development of Medicaid Compliant Annuities. In addition to being an attorney, Dale is also a Certified Medicaid Planner (CMP) and has his Certification in Long-Term Care Insurance (CLTC).
VIEW THE ENTIRE LIBRARY!
Enjoy over 30 previous episodes of KrauseCAST on topics ranging from crisis Medicaid planning strategies to successful marketing techniques for elder law attorneys.