Using a Medicaid Compliant Annuity for a married couple is
a great way to accelerate eligibility while preserving assets in the process.
However, considering all the case facts, choosing the appropriate strategy, and
properly structuring the annuity are all key to achieving the best outcome. Join
Krause Financial Services’ President and CEO as he explains how a Medicaid
Compliant Annuity can be used for your senior clients, the best practices he’s
learned through his years of experience, and the major pitfalls every attorney
should be on the lookout for. Plus, Dale will discuss a real-life case study to
show the strategies in
action.
This CLE is approved for credit
through December 9, 2024.
Presenter:
Dale M. Krause, J.D., LL.M.
| President and CEO | Krause Financial
Services
CLE Credits:
1.0 Standard CLE Credit approved | Event
Code: 477876
Cost:
MSBA Members: $29.95
Non-MSBA
Members: $64.95