The Basics of Medicaid Compliant Annuity Planning
POSTED ON - December 9, 2021
Presented By Dale Krause, J.D., LL.M.
How does a Medicaid Compliant Annuity work as a spend-down tool? Does the strategy differ between married couples and single people? How do I structure the annuity?
Whether you’ve been working in the industry for years or you’re just now discovering the opportunity crisis Medicaid planning holds for your practice, these are questions you may be asking yourself all the time. In that case, this webinar is for you! Join Dale Krause, J.D., LL.M. as he takes us back to the basics of Medicaid Compliant Annuity planning. In this program, Dale will cover:
- The requirements of a Medicaid Compliant Annuity
- How it works within the Medicaid program’s rules
- How to use it in practice