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

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.