Medicaid Planning 101, Part 2 - Crisis Planning with Medicaid Compliant Annuities

In the second part of this three-part comprehensive series, presenters Jim Wolverton, Director of Legal Education, and Aaron Kempen, Senior Relinotship Manager, of Krause Financial, will focus on crisis planning strategies for clients already in nursing homes. Specifically, we will explore how Medicaid Compliant Annuities align with the Deficit Reduction Act of 2005. This program will cover the goals of crisis planning, client profile spend-down methods, and the application of Medicaid Compliant Annuities in both married couple and single-person scenarios.

Learning Objectives:

1. Identify the goals of crisis planning and client profile spend-down methods
2. Gain insights into the use and benefits of Medicaid Compliant Annuities
3. Apply crisis planning strategies for both married couples and single individuals