Mastering Non-Compliant Annuities in Medicaid Planning

August 8, 2023
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About This Webinar:

Are you aware of the potential roadblock that a non-compliant annuity can create for your client’s Medicaid eligibility plan? It’s a common issue that you’re likely to encounter sooner or later, if you haven’t already.

We invite you to join us for an exclusive webinar featuring our Vice President, Thomas Krause, J.D., where he will provide valuable insights into the complexities of non-compliant annuities and their impact on your clients’ Medicaid plans.

During this presentation, Tom will cover essential topics such as:

  • How to determine whether your client's annuity is classified as a divestment or an asset
  • Understanding the relationship between different types of annuities and the Medicaid program
  • Solutions for clients who own non-compliant annuities that are preventing them from becoming Medicaid eligible

Don’t miss out on this opportunity to learn more about how to overcome the challenges that non-compliant annuities present in Medicaid eligibility. Reserve your spot now!


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About the Presenter:
Thomas Krause, J.D.

Thomas Krause, J.D.

VP of Sales and Marketing

Thomas specializes in using annuities to accelerate eligibility for government benefits, expert testimony, and litigation support when attorneys are faced with a Medicaid denial, and the valuation and sale of non-compliant annuities.

Thomas has a passion for teaching elder law attorneys crisis Medicaid planning strategies for their senior clients.  He speaks at legal forums throughout the country and often hosts our national KrauseCAST webinar series.

Thomas earned his B.S. degree in Economics from the University of Wisconsin–Milwaukee in 2010 and his J.D. from California Western School of Law in 2014.  He is a member of the California State Bar.

Learn how working with Krause can empower your practice.

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