Two Spouses in the Nursing Home: How to Leverage the Double Gifting Plan

June 18, 2024
12 PM CDT
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About This Webinar:

Crisis Medicaid planning for a married couple can be complex, even more so when you’re dealing with an institutionalized couple and both spouses are seeking benefits.

The standard rules for a married couple don’t apply—so, what can you do to preserve their assets and accelerate Medicaid eligibility for two people? Cue the Double Gifting Plan.

Join Krause Financial’s Senior Relationship Manager, Aaron Kempen, as he explores:

  • How Medicaid rules differ when both spouses are in the nursing home
  • How to structure a Medicaid Compliant Annuity in these cases
  • A case study detailing the Double Gifting Plan and economic results

Don’t miss out on this crucial strategy for your clients. Reserve your spot today!

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About the Presenter:
Aaron Kempen

Aaron Kempen

Senior Relationship Manager

Aaron has been with Krause Financial since 2011. As Senior Relationship Manager, he focuses on working with new and prospective clients to help them better understand our products, strategies, and everything else we have to offer the elder law industry. Having previously worked as one of our Benefits Planners, Aaron has walked thousands of attorneys and their clients through the crisis planning process.

Learn how working with Krause can empower your practice.

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