
Dale Krause, J.D., LL.M.
Founder and CEO
A pioneer in the field of Medicaid planning, Dale has spent decades helping families navigate the complexities of long-term care and Medicaid planning with compassion and expertise. As the founder and CEO of Krause Financial, Dale has been instrumental in creating innovative planning solutions, including the Medicaid Compliant Annuity, a game-changing tool that has empowered countless families to protect their assets while accelerating their eligibility for benefits.
Dale began his career as an estate planning attorney, where he honed his skills in asset protection and elder law. Driven by a desire to make a broader impact, he eventually founded Krause Financial and has been a leader in the Medicaid planning industry ever since. Known for his dynamic speaking style and deep knowledge of insurance regulations, Dale frequently speaks at national conferences, seminars, and webinars, sharing his insights with estate planners, elder law attorneys, financial advisors, and other professionals across the country. His expertise has been recognized in major publications, including Senior Market Advisor, NAELA News, and The Wall Street Journal.
Dale is also an accomplished writer whose co-authored article “Fixing the Leak: Avoiding IRA Liquidation in Crisis Medicaid Planning” was featured in the NAELA Journal.
Dale's Top Topics
- Insurance-based solutions for long-term care
- Medicaid Compliant Annuity strategies for a married couple
- Medicaid Compliant Annuity strategies for single clients
- Medicaid crisis planning
- How to handle IRAs in Medicaid planning
See Dale in Action
Dale's Speaking Experience
- 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