Accelerating Medicaid Eligibility: Spousal IRA (2021)

NAELA Annual Conference 2021
Accelerating Medicaid Eligibility: How to Deal with an IRA Owned by the Institutionalized Spouse. Medicaid Compliant Annuity expert Dale Krause discusses one of the hottest topics in crisis Medicaid planning: how to handle cases in which the institutionalized spouse owns an IRA. Dale will walk through the different strategies available using a Medicaid Compliant Annuity, including the “Name on the Check Rule,” which involves annuitizing the IRA while designating the community spouse as payee. This session will include in-depth case studies, key considerations, and best practices every attorney should know. 2021 Annual Conference
Discounted member price: 99.00
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Dale M. Krause

Krause Financial Services

De Pere, WI

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