Medicaid Compliant Annuities for Married Couples - Strategies, Best Practices, and Pitfalls to Avoid

Event Description

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.


Dale M. Krause, J.D., LL.M., is the President and CEO of Krause Financial Services—a firm that specializes in asset preservation solutions through the use of Medicaid Compliant Annuities, Long-Term Care Insurance, and other insurance products. Although Dale began his career as an estate planning and elder law attorney, he eventually left his practice to pursue the design and development of the Medicaid Compliant Annuity before establishing Krause Financial Services. Dale was the first person to bring this revolutionary product to market for attorneys nationwide, thereby earning the distinction of the “Pioneer of Medicaid Compliant Annuities.”
With over 30 years of experience in the elder law and insurance industries, Dale is a renowned expert on using annuities and other insurance products to pay for long-term care. He regularly speaks at legal and financial planning forums across the country, educating and empowering other professionals on their long-term care planning cases. His work has been featured in several major publications, including The Wall Street Journal, NAELA News, Senior Market Advisor, and Lawyers Weekly USA. Dale also played an integral role in many landmark Medicaid Compliant Annuity cases, including Weatherbee v. Commonwealth of Pennsylvania and Zahner v. Mackereth. For more information regarding Dale, his accomplishments, and his company, visit .

CLE Credits:

1.0 Standard CLE Credit | Event Code: 468200


Elder Law Section Member: FREE
Member, not in the Elder Law Section: $15
Non-Member: $45
Law Student & New Admittee: FREE

Registration Deadline:  November 1, 2022. To register after that time, email the program manager.

Remote Participation: This program is by remote-only. Remote instructions will be emailed to you the day prior to the event.

Payments/Cancellations:  Please register online or over the phone by credit card whenever possible. If you must pay by check, please use this registration form . Need to cancel? Please see our cancellation policy .

Covid-19:  We are currently following CDC guidelines for Covid-19. For more information, please visit our website .

Accommodations: We are committed to creating an inclusive environment in which all members can participate fully. If you need reasonable accommodations to participate in this event, please notify the program manager with at least 72 hours notice prior to the meeting to allow sufficient time to make arrangements for accommodations. Thank you.

Program Manager: Tram Nguyen | | 612-278-6316


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Thursday, November 3, 2022

12:00 PM to 1:00 PM

Zoom / Live Webinar