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Dale Krause
Works at Krause Financial Services
Attended University of Wisconsin-Stevens Point
Lives in De Pere, WI
418 followers|19,975 views
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Dale Krause

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Do your clients often get confused on how Miller Trusts fit in with #Medicaid  planning? Let this brief video explain the process on your behalf.
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We frequently have community spouses calling after their institutionalized counterpart has passed, wanting to change their beneficiary designation to remove the state #Medicaid agency. Can it be done?
Once an institutionalized spouse passes, a community spouse frequently asks if they can change their beneficiary designation to remove the Medicaid agency.
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Today is #Groundhog Day! #Punxsutawney Phil saw his shadow. Which means six more weeks of winter. While no one questions Phil’s dedication to the seasonal outlook, his accuracy is an enduring source of controversy. http://www.washingtonpost.com/blogs/capital-weather-gang/wp/2015/02/02/groundhog-day-2015-punxsutawney-phil-sees-shadow-predicts-six-more-weeks-of-winter/
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Dale Krause

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This month the #Minnesota Department of Human Services addressed a letter to the Chairs and Leads of the Health and Human Services Committee regarding the Geston v. Anderson decision, and recommended changes to state #Medicaid law to comply with the decision.
Read the January 7, 2015, Minnesota Department of Human Services letter recommending state law revisions consistent with Geston v. Anderson.
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Dale Krause

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On January 23, 2015, the Department of Veterans Affairs proposes new rule regarding Net Worth, Asset Transfers, and Income Exclusions for Needs-Based benefits.
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The following states have released their 2015 Spousal Impoverishment #Medicaid planning figures:

California 
District of Columbia 
Maine 
New Jersey 
South Dakota 
Washington 

Get your update by selecting your state from the following map: http://www.medicaidannuity.com/resources/state-resource/
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Dale Krause

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The following states recently updated the #Medicaid planning figures:

Delaware 
Massachusetts 
Texas 
North Carolina

Get your update by selecting your state from the following map: http://www.medicaidannuity.com/resources/state-resource/
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Dale Krause

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Stuart Otto of Krause Financial Services was recently at the 2015 #NAELA  Summit spreading the good word on annuity and life products used in #Medicaid  and #Veterans  benefits planning.
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Dale Krause

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The VA proposed a new rule regarding net worth determinations, asset transfer, and income exclusions for #Veterans pension benefit eligibility. What happens after the proposal? And what can you do in the meantime?
A new VA rule proposal is now at the top of the "hot-button issues" list. What does this mean for your elder care practice and what you can do?
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Dale Krause

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The #NAELA VA Task Force will submit comments on the new proposed VA rules. You have 60 days to do the same. ow.ly/HR4Aa
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The following states released the 2015 #Medicaid planning figures:

Iowa  
Kentucky  
New Hampshire  
Wyoming

Get your update by selecting your state from the following map: http://www.medicaidannuity.com/resources/state-resource/
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We all thought refusal letters were a thing of the past. They may actually be the answer to #Medicaid Compliant #Annuity planning in states that don't have a proven track record.
A $0 valuation letter from J.G. Wentworth was the saving grace in a South Dakota determination that a Medicaid annuity was not a countable resource.
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Work
Employment
  • Krause Financial Services
    Founder and CEO, 1985 - present
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
De Pere, WI
Contact Information
Work
Phone
1-866-605-7437
Email
Fax
8666057438
Address
1234 Enterprise Drive, De Pere, WI 54115
Story
Tagline
The Number One Provider of Medicaid Compliant Annuities
Education
  • University of Wisconsin-Stevens Point
    Bachelor of Science, Political Science and Sociology, 1978 - 1981
  • Thomas M. Cooley Law School
    J.D., Law, 1982 - 1985
  • DePaul University College of Law
    LL.M., Taxations, 1988 - 1990
Basic Information
Gender
Male