Looking for a Speaker?
Knowledgeable Speakers on Asset Preservation, Medicaid Planning, Long-Term Care Insurance, and Beyond
Are you seeking an experienced speaker for your next event? At Krause Financial, we have a team of speakers that deliver unmatched expertise in asset preservation and long-term care planning, addressing the unique financial and ethical challenges that come with aging.
Our speakers provide legal professionals with the latest insights on long-term care strategies, asset preservation techniques, and compliance with evolving regulations. Krause Financial is here to help your team approach estate planning and elder law with renewed confidence and clarity. Consider one of our speakers for your next in-person or virtual event for legal professionals!
Our Team of Speakers
With years of industry experience, our speakers are well-versed in the complexities of elder law and asset protection. Take a moment to get to know our presenters and find the topics that interest you.
Topics of Expertise
The Krause Financial team offers a wide range of speaking topics tailored to the needs of estate planning and elder law professionals. Each topic encompasses detailed, practical information designed to legal professionals as they navigate the world of asset preservation and long-term care planning.
- Crisis Medicaid planning and the long-term care Medicaid program
- Medicaid Compliant Annuities for married or single clients
- Medicaid Compliant Annuity best practices and case studies
- How to work with IRAs or existing annuities in crisis Medicaid planning
- Long-term care insurance
- Qualification standards and underwriting process for long-term care insurance
- Trending long-term care insurance policy types. including both traditional and hybrid LTCI
- State partnership programs for long-term care insurance and Medicaid
Krause Financial’s presentation provided our team with invaluable insights. The depth of knowledge and practical examples shared transformed how we approach elder law for our clients.
— Conference Attendee
Why Krause Financial?
Krause Financial is a trusted partner for estate planning and elder law professionals seeking reliable asset protection and long-term financial security for their clients. With deep expertise in Medicaid Compliant Annuities, long-term care insurance, asset preservation strategies, and other planning techniques, our speakers bring credibility, knowledge, and fresh insights to every event. Our team’s experience makes us uniquely qualified to provide guidance that empowers professionals to serve clients confidently and effectively.
Speaking Experience
Thomas Krause, J.D.
- From Proactive to Crisis: Asset Preservation Solutions for Long-Term Care | Milwaukee Bar Association
- An Introduction to Medicaid Compliant Annuities and Best Practices | Allegheny Bar Association
- Advanced Strategies and Best Practices for Medicaid Compliant Annuities | Connecticut NAELA
- How to Handle Non-Compliant Annuities in Medicaid Planning | Maryland State Bar
Dale Krause, J.D., LL.M.
- Strategies and Best Practices for Using Annuities in Crisis Medicaid Planning | Lawyers With Purpose
- Using Annuities in Medical Assistance Planning | Minnesota CLE
- To Gift or Not to Gift: When an Alternative Medicaid Compliant Annuity Strategy Can Benefit Single Clients | NAELA Conference
- Fundamentals of Medicaid Crisis Planning | MyLawCLE
Jim Wolverton, J.D.
- How to Navigate IRAs in Medicaid Planning | AAEPA
- Long-Term Care Insurance: What It Does, How It Works, and Understanding Strategies for Families Impacted by Disability | Special Needs Planning Symposium, American College
- Planning with MCAs: Best Practices and Tips for Success | Elder Law College
- Understanding Long-Term Care Insurance: What It Does, How It Works, and Who It’s For | Washington NAELA
Aaron Kempen
- How to Handle IRAs and Non-Compliant Annuities in Medicaid Planning | Stark County Bar
- How to Spend Down When Two Spouses Are in the Nursing Home | NNEPA
- Medicaid Planning Using Annuities | Missouri NAELA
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