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Dale Krause
Works at Krause Financial Services
Attended University of Wisconsin-Stevens Point
Lives in De Pere, WI
360 followers|8,123 views
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Dale Krause

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How to Structure a Medicaid Compliant Annuity Beneficiary Designation
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Dale Krause

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The IRS is giving surviving spouses an extension to benefit from any unused estate tax exemption from the first spouse to die, known as a "portability" election.  Executors have until December 31, 2014, to file the election for estates of decedents who died in 2011, 2012, or 2013.  Estates eligible for the extension must not have filed or been required to file a federal estate tax return.  For details see Rev. Proc. 2014-18 at http://www.irs.gov/pub/irs-drop/rp-14-18.pdf

Originally published in The ElderLaw Report
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Dale Krause

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#Medicaid  Planning Myth: I have to be destitute to qualify for Medicaid.

Truth: Medicaid allows recipients to own assets of great value, so long as those assets are considered exempt under their rules. 
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Congratulations to New Jersey practitioners on your recent victory in M.W. v. DMAHS! Now that the appeal period has officially expired, what better day is there to celebrate a Medicaid Annuity win than today?
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Have him in circles
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Dale Krause

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When it comes to preplanning, are you concentrating solely on long-term care insurance? If so, you could be overlooking some fantastic, simple alternatives.
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Dale Krause

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Truth: This is a complicated field where thousands - and, often hundreds of thousands - of dollars are at stake.
 
#Medicaid  Planning Myth: I can qualify for Medicaid on my own.
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Dale Krause

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We're giving away a seat at our upcoming #Medicaid  and #Veteran's Benefits training program!
 
Krause Financial Services is giving away a seat to the Medicaid Compliant Annuity Academy in New Orleans May 15-16. Tweet @MedAnnuityEDU to win! #tweetforaseat
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Wishing you the luck of the Irish, today and always! Happy St. Patrick's Day!
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People
Have him in circles
360 people
Jonathan Rosenfeld's profile photo
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