"Name on the Check" Rule: Planning for the Institutionalized Spouse's IRA

October 20, 2026
12 PM CDT
1.0 Credit
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About This Webinar:

Retirement accounts always add another layer of complexity when dealing with crisis Medicaid planning, but even more so when the account belongs to the institutionalized spouse. This is where a Medicaid Compliant Annuity comes in, including the popular “Name on the Check” Rule strategy.

Join Sales Director Alex Thompson, MBA, for this crucial webinar as he explores:

  • How an IRA can be transferred, tax-free, to an MCA in states where they're considered countable assets
  • Two case studies involving IRAs, including the "Name on the Check" Rule for the institutionalized spouse
  • The federal citations supporting the "Name on the Check" Rule, best practices, and pitfalls to avoid

Help your clients avoid significant tax consequences and get the best results for them in a crisis scenario. Reserve your spot for our next webinar now!

*1.0 hour standard CLE pending

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About the Presenter:
Alex Thompson, MBA

Alex Thompson, MBA

Sales Director

Alex has been with Krause since 2016. As the Sales Director, he oversees the Sales team as they educate and provide solutions for elder law attorneys across the country. Alex develops and incorporates sales strategies, enhances client retention, and guides the team as they work with attorneys on crisis planning cases.

Known for working hard and building strong relationships with his clients, Alex is driven by a desire to be reliable, honest, and efficient in everything he does. He holds a bachelor’s degree from the University of Wisconsin–Green Bay and an MBA from Columbia Southern University. In his free time, he enjoys spending time with his family, playing guitar, and watching his favorite team, the Detroit Lions.

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