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| Articles by Dale Krause |
1. The Changes in VA Planning with Annuities: Part 1
October 24, 2013
As an elder law attorney, you are probably familiar with the Veterans Aid & Attendance (“VA”) pension program, even if your practice doesn’t offer those planning services. You may also be aware that the use of annuities in VA planning has been in the limelight lately. The added attention follows a...
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2. Lopes v. Dept. of Social Services - Another Win
October 22, 2012
John Lopes was married, residing in a nursing home, and in need of assistance. Amelia Lopes, John's spouse residing in the community, purchased a Medicaid Compliant Annuity, and shortly thereafter made a Medicaid application on behalf of her husband. The Connecticut Department of Social Services d...
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3. 15 Things You Might Not Know About Medicaid Compliant Annuities
October 15, 2012
1. Dale Krause was essentially the creator of the Medicaid Compliant Annuity.
Once upon a time in a land far, far away, Dale Krause worked with insurance companies to create the product he needed. After months and months of hard work, and the Deficit Reduction Act of 2005 ("DRA") looming o...
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4. What if Your Client comes to you with a "Bad" Annuity?
October 03, 2012
With annuities being one of the most popular investment vehicles available, it shouldn't be a surprise when a client drops off a mountain of financial documentation and you happen to find an annuity policy or two. Whether the annuity is acceptable for Medicaid planning purposes will first depend on...
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5. You Can do THAT with an IRA?!?
September 05, 2012
In some states an IRA is an exempt resource for the community spouse, or even both the community spouse and his or her institutionalized counterpart. For the states where the IRA is a countable resource, where does that leave it in your crisis Medicaid plan?
An IRA can easily be converted i...
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6. Elder Law Attorneys Blogging on Annuities
August 28, 2012
Annuities are investment vehicles that have been around for ages. Most people have at the very least a basic understanding of what annuities are. However, due to the detailed nature of Medicaid Compliant Annuities it can be a difficult concept to grasp, especially for the family members involved i...
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7. Have You Heard of the Pension Protection Act of 2006?
August 23, 2012
The Pension Protection Act of 2006 ("PPA") brought favorable tax changes for long-term care insurance funding beginning January 1, 2010. These important provisions could have a large impact on consumer planning for long-term care events. New tax breaks were added that make long-term care insurance...
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8. Including Financial Advisors in Medicaid and Veterans Benefits Planning
July 31, 2012
How to include financial advisors in the planning process is a topic I frequently see discussed on various elder law listservs. The problem at hand is that many elder law attorneys have, or seek to have, referral relationships with local financial advisors for lead generating purposes; however, the...
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9. Yet Another Victory for Community Spouse Medicaid Compliant Annuity Planning
July 13, 2012
On March 26, 2008, Leroy and Glenda Morris requested that a resource assessment be conducted for Medicaid eligibility purposes. The Morrises' countable resources were found to be $107,812. After dividing that figure in half, Mr. Morris' community spouse resource allowance ("CSRA") was determined t...
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10. Veteran's Pension Benefits - Changes are Forthcoming
June 28, 2012
As a result of a performance audit conducted by the United States Government Accountability Office ("GAO") during the period of July 2011 to May 2012 regarding the Department of Veterans Affairs ("VA") pension program, eligibility changes are forthcoming. The audit revealed that the program does no...
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Author: Dale Krause
