How to Use the “Name on the Check Rule”

Join our President and CEO, Dale Krause, J.D., LL.M., as he explores a unique Medicaid Compliant Annuity planning strategy: the “Name on the Check Rule.” This is a strategy attorneys like you can use to your client’s advantage in protecting their retirement accounts during the Medicaid spend-down process. Dale will discuss how the rule works, when it’s appropriate to use, and how to answer common questions from the state Medicaid agency.