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
You could save 50.3%


Picture LogoData

Dale M. Krause

Krause Financial Services

De Pere, WI

Similar products

No products found
There are no records.
This virtual program, spread over three half-days, will be a very fast-paced review of the key components of the Social Security program, including the eligibility requirements for all benefits. 

Learn more and register today