How to Navigate Transfers and 1035 Exchanges
POSTED ON - December 15, 2020
Presented By Dale Krause, J.D., LL.M.
Nothing can derail a Medicaid plan worse than an unexpected delay. One way to avoid a setback is to understand the intricacies of planning with tricky assets like retirement accounts and non-qualified annuities. In this KrauseCAST webinar, our President and CEO will explore how to fund these kinds of assets into a Medicaid Compliant Annuity. He’ll discuss the options to transfer these assets, potential pitfalls, and best practices every attorney should know.