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Using An Alternative Medicaid Compliant Annuity Strategy
Many elder law attorneys are familiar with the Gift and Medicaid Compliant Annuity (MCA) strategy in which the Medicaid applicant divests assets and intentionally creates a penalty period. But did you know there’s another option for single clients? Not every client’s case facts are appropriate for the Gif/MCA strategy. Plus, this strategy is not available in all states that may have additional regulations restricting its use. In these cases, attorneys need another solution. Dale Krause President and CEO of Krause Financial Services explores an alternative spend-down option for single clients: the Standalone MCA plan. Dale will uncover how the plan works and when it is appropriate to use. Plus, he will walk through a case study illustrating the plan in action and how it compares to the traditional Gift/MCA strategy.
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Dale M. Krause
Krause Financial Services
De Pere, WI
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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