REGISTER: When to Purchase an MCA in the Institutionalized Spouse’s Name

AIRED ON: May 19, 2022 | 12:00PM - 1:00PM CDT

ABOUT THIS WEBINAR:

Join us for another installment of KrauseCAST!

When dealing with a married couple in crisis Medicaid planning, it is easy to assume using a Medicaid Compliant Annuity in the name of the community spouse is the best option. However, you may be missing out on key opportunities to save your clients even more money.

In this presentation, our President and CEO, Dale M. Krause, J.D., LL.M., will explore an alternative annuity strategy for married couples. He will:

  • Explain the pros and cons of these different strategies
  • Describe how to take advantage of more favorable beneficiary designation rules
  • Illustrate the financial implications in a comparative case study

Don’t miss out on this key strategy! Reserve your spot today.

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ABOUT THE PRESENTER:

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).

 

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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.