Event Description
Online registration
is closed. To register, email Tram Nguyen at tnguyen@mnbars.org.
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.
Presenter:
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 www.medicaidannuity.com .
CLE Credits:
1.0 Standard CLE Credit | Event Code: 468200
Cost:
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 | tnguyen@mnbars.org | 612-278-6316