Who We Are

Discover who we are and how we help attorneys provide asset preservation solutions and streamline their long-term care planning cases.

Our Team

Our staff consists of highly-trained, dedicated team members who prioritize the success of you and your practice. Get to know us.

How It Works

Learn how we work together to provide meaningful asset preservation solutions to your clients and streamline the long-term care planning process.

FAQs

Get answers to common questions about our company, our process, and how we can help you and your clients through the planning process.

Our History
Careers
Press

Medicaid Compliant Annuity

Help clients in crisis preserve their hard-earned assets and accelerate their Medicaid eligibility with this powerful solution.

Long-Term Care Insurance

Bolster your client's estate planning strategy and help them safeguard their assets with a policy tailored to their specific situation.

Funeral Expense Trust

Offer this simple add-on product to help clients in any scenario set aside funds for their funeral and burial costs.

Tax-Deferred Annuity

Provide a conservative and reliable investment product with a competitive rate of return and liquidity options to clients planning for retirement.

Whole Life Insurance
Estate Trust
Non-Medicaid SPIA
Refusal Letters

Annuity Valuation

Don't let an existing annuity prevent your client from qualifying for Medicaid. Allow us to evaluate it, facilitate the sale, and get your client one step closer to eligibility.

Speaking Requests

Engage with our knowledgeable speakers who can deliver insights on asset preservation and long-term care planning at your next event.

Medicaid Application Support

We'll connect you with our strategic partner who can work with you to complete and file the Medicaid application on your client's behalf.

Fair Hearing Support

If your client receives a Medicaid denial due to one of our products, our in-house attorneys will work with you through the fair hearing process.

KrauseCAST Webinars

Join our upcoming webinars covering a variety of topics within the estate planning and elder law space.

CLE

Continue learning with our CLE opportunities, including live and on-demand offerings, seminars, webinars, and more.

Krause Report

Download our all-encompassing guide for attorneys looking to add long-term care planning solutions to their practice.

Blog

Explore our blog posts covering topics related to long-term care, asset preservation, estate, planning, and elder law.

Events

View our calendar of upcoming events, including tradeshows, seminars, webinars, sponsorships, and other events across the country.

Intake Forms

Start a proposal and obtain a quote for your client's case by filling out an online intake form for one of our products.

Looking for more resources?

Check out Attorney Access—our digital hub designed specifically for legal professionals.

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Understanding Long-Term Care Insurance

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Access More In-Depth Resources

Join Attorney Access to view our entire library of white papers, case studies, and state-specific planning information.

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Regardless of where you or your client are in the long-term care planning process, we can help.

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Who We Are
How It Works
Krause Report
Medicaid Compliant Annuities
Long-Term Care Insurance
Funeral Expense Trusts

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