REGISTER: How to Deal with Non-Compliant Annuities During the Medicaid Planning Process

October 11, 2022 | 12:00PM - 1:00PM CDT

ABOUT THIS WEBINAR:

A non-compliant annuity can derail your client’s plan for Medicaid eligibility. Unfortunately, it’s more common than you think, so if you haven’t encountered this situation yet…you probably will soon! But don’t worry—we can help.

Join our Vice President, Thomas Krause, J.D., as he discusses how an existing annuity can impact your client’s crisis plan for Medicaid eligibility and the solutions that are available.

During this webinar, he’ll cover:

  • The different types of annuities and how they interplay with the Medicaid program
  • Whether these annuities are treated as assets or divestments
  • When it's appropriate to sell the annuity on the secondary market
  • How the annuity valuation and sale process works

Don’t miss this critical information for your practice. Reserve your spot today!

JOIN OUR LIVE WEBINAR!

ABOUT THE PRESENTER:

Thomas Krause, J.D.

Thomas Krause, J.D.

VP of Sales and Marketing

Thomas specializes in using annuities to accelerate eligibility for government benefits, expert testimony, and litigation support when attorneys are faced with a Medicaid denial, and the valuation and sale of non-compliant annuities.

Thomas has a passion for teaching elder law attorneys crisis Medicaid planning strategies for their senior clients. He speaks at legal forums throughout the country and often hosts our national KrauseCAST webinar series.

Thomas earned his B.S. degree in Economics from the University of Wisconsin-Milwaukee in 2010 and his J.D. from California Western School of Law in 2014. He is a member of the California State Bar.

 

This webinar starts in:
KrauseCAST Webinar Series

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Enjoy over 30 previous episodes of KrauseCAST on topics ranging from crisis Medicaid planning strategies to successful marketing techniques for elder law attorneys.