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.