Logo of the Maryland/DC Chapter of NAELA (National Academy of Elder Law Attorneys)

Advancing education and advocacy in elder law in Maryland and the District of Columbia

Medicaid-Compliant Annuities with Dale Krause

Date & Time:
Thursday, December 4, 2025
 
12:00 PM – 1:00 PM

Location:
Live on Zoom
 
Register to receive the meeting link

Our next Lunch & Learn in the series What Every Estate Planning Attorney Needs to Know About Medicaid Planning features Dale Krause, founder of Krause Financial Services and a nationally recognized authority on Medicaid-Compliant Annuities (MCAs).

Dale will explain how MCAs can accelerate Medicaid eligibility for married and single clients, outline current compliance requirements in D.C. and Maryland, and highlight strategies that integrate annuities into broader asset-protection and spend-down plans.

RSVP Here

Register for the Full Series

Access to prior session recordings and course materials:

  • October 10: Lindsay Moss — Overview and Spenddown
  • November 6: Evan Farr — Pre-Crisis Planning and MAPTs