Case Studies in Medicaid Compliant Annuity Planning

September 22, 2026
12 PM CDT
1.0 Credit
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About This Webinar:

Join us for a fast-paced session illustrating how the Medicaid Compliant Annuity works in various crisis planning cases for clients facing a long-term care event!

Compliance Director Collin Terry, MBA, CLTC, will dive into different strategies attorneys should know for unique client scenarios—including planning for both married and single clients as well as strategies for dealing with tax-qualified funds. He’ll cover:

  • A traditional married couple case study in which one spouse is institutionalized
  • How to handle tax-qualified funds, including those owned by an institutionalized spouse and the “Name on the Check Rule”
  • Gifting strategies for married couples, single clients, and when two spouses are both institutionalized

Collin will explore each case study in detail, outlining the factors that influence each plan design and how attorneys can execute these practical strategies. Reserve your spot now!

*1.0 hour standard CLE pending

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About the Presenter:
Collin Terry, MBA, CLTC

Collin Terry, MBA, CLTC

Compliance Director

As Compliance Director, Collin researches and communicates Medicaid policy and strategy updates—those that are vital to ensuring compliance and efficiency for our Medicaid Compliant Annuity cases. Each day, Collin focuses on providing quick and accurate responses to his team as well as our clients and always is willing to go above and beyond.

Collin started at Krause as a Benefits Planner in 2017. He holds a bachelor’s degree from the University of Wisconsin–Oshkosh and an MBA from Columbia Southern University.

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