Disclaimer: With Medicaid, VA, and insurance regulations frequently changing, past blog posts may not be presently accurate or relevant. Please contact our office for information on current planning strategies, tips, and how-to's.
There is no shortage of resources when it comes to finding information about Medicaid planning. However, locating a reliable resource for these resources can be challenging. For over 30 years, we’ve been a trusted source for Medicaid planning products, strategies, and tips for many elder law attorneys. Make sure you’re using these top five resources in your practice.
#5: KrauseCAST Webinars
Each month, we release a new webinar that relates to a different aspect of estate planning and elder law. These webinars are hosted live and are recorded for registrants who are unable to attend the live event. At the end of the presentation, attendees can submit their questions to be answered during the live Q&A session. In addition to topics surrounding the use of Medicaid Compliant Annuities and different Medicaid spend-down strategies, these webinars have also provided an opportunity for many trusted guest presenters to present on other subject matters within the estate planning and elder law industry as well. Additional focuses include evaluating your client’s capacity, incorporating long-term care insurance, and leveraging your marketing strategy to attract new clients and grow your practice.
#4: Attorney Access Dashboard
Our Attorney Access program is an online membership that allows Attorneys and their staff to unlock the best of our education and resources through the Attorney Access portal. Once you have created your account, you will have access to a personalized dashboard featuring the latest resources and suggested content, state-specific Medicaid planning figures, our national attorney message board, and more. The Attorney Access membership also provides elder law attorneys with notifications of any updates to their state Medicaid planning regulations and a copy of their own state-specific Medicaid planning Desk Reference.
#3: Krause Report
This report is updated and released on an annual basis and serves as a comprehensive guide for key aspects of Medicaid planning and Long-Term Care Insurance. The Krause Report also provides elder law attorneys with additional information about our various products and services. This resource provides real-life case studies and practice tips that you won’t find anywhere else. Additionally, you will be able to explore practice tips and frequently asked questions to grow your understanding of this practice area and better serve your senior clients.
#2: On-Demand Medicaid Planning CLE Series
Become an expert in the world of Medicaid planning with our in-depth CLE series. In this series, we cover aspects of the entire Medicaid program with a strong emphasis on how to utilize the Medicaid Compliant Annuity for your clients. This crash course in Medicaid planning will set you up for success and provide you with a foundational knowledge of the Medicaid program as well as an understanding of basic and advanced planning strategies you can use to accelerate your client’s Medicaid eligibility. Features of this course include comprehensive videos, interactive quizzes, and a course completion certificate. This course can be taken at your own pace and can be submitted for 5.0 hours of CLE credit, depending on your state’s approval.
#1: Benefits Planners
The Benefits Planners at Krause Financial Services work closely with elder law attorneys every day to develop custom planning strategies designed to help seniors qualify for Medicaid and preserve their assets. Skilled in crisis planning calculations and informed about your state-specific Medicaid regulations, our Benefits Planners are able to analyze your client’s complex financials and develop a comprehensive proposal that is tailored to meet your client’s needs. Once your clients are ready to proceed, we will help you and your clients complete the annuity application, purchase the policy and obtain the issued contract. The total process, from the initial quote to receiving the contract in hand, can be completed in as little as seven business days.
To start working with one of our Benefits Planners today, contact our office at (866) 605-7437 or complete our online quote request form.