REGISTER: Top 3 Strategies to Deal with an Institutionalized Spouse’s IRA

April 20, 2021 | 12:00PM - 1:00PM CDT


If you live in a state where IRAs and retirement accounts are countable assets, you know just how frustrating it can be to advise a client on how to handle that account in the crisis Medicaid planning process—especially when it’s owned by the institutionalized spouse. If you’re ready for a solution, join our President and CEO, Dale Krause, J.D., LL.M. as he discusses the top three strategies for handling these situations including:

  • Liquidating the account and transferring the proceeds to the community spouse
  • Purchasing a Medicaid Compliant Annuity for the institutionalized spouse
  • Using the "Name on the Check Rule" and assigning the institutionalized spouse's annuity payments to the community spouse

Dale will dive into the specifics of each option, explain the considerations you need to keep in mind, and go through an in-depth case study showing the plan in action.

Don’t miss this webinar with critical planning strategies for your senior clients! Register today!



Dale Krause, J.D., LL.M.

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).


This webinar starts in:
KrauseCAST Webinar Series


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