Best Practices and Recent Updates in Medicaid Compliant Annuity Planning

Best Practices and Recent Updates in Medicaid Compliant Annuity Planning

Tuesday, May 12 from 1:00 - 2:00 PM CT

Thomas Krause, J.D.

President, Krause Financial Services

Tentative for 1 general CLE credit

Stay current on the latest developments in Medicaid Compliant Annuity (MCA) planning. This webinar will cover best practices for structuring annuities to meet Medicaid eligibility requirements, recent regulatory and policy updates, common compliance pitfalls, and strategic planning considerations. Ideal for attorneys, financial professionals, and advisors, this session will provide practical guidance to help ensure effective and compliant long-term care planning strategies.

Tom Krause plays a primary role in the growth and development Krause Financial. Tom has a strong foundation in the elder law industry and has built on that expertise to continually enhance the experience of Krause attorneys. He has developed several essential resources, including the national KrauseCAST webinar series, the 3,000-member Attorney Access platform, and state-specific roadshow events, all of which are designed to help attorneys incorporate Medicaid planning into their practice. Tom earned his bachelor’s degree in economics from the University of Wisconsin–Milwaukee in 2010 and his Juris Doctor from California Western School of Law in 2014. He has prior experience working in civil litigation firms, which provided him with the framework to always seek a beneficial outcome for the client. Tom is a member of the California Bar, the National Academy of Elder Law Attorneys, and the American Bar Association. He also has his insurance license in 48 states.