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2025 Krause Report

Throughout this in-depth CLE course, we cover the entire Medicaid program, as it relates to long-term services and supports, with a strong emphasis on using Medicaid Compliant Annuities in your practice. You'll learn about common and advanced Medicaid Compliant Annuity strategies and get the information you need to develop successful crisis Medicaid plans for your senior clients.

Course Curriculum

Preview the topics you'll explore in this comprehensive training.

  • 1

    Chapter 1: The Foundations of Medicaid

    • What is Medicaid?

    • Assessment from "What is Medicaid?"

    • Proactive Planning vs. Crisis Planning

    • Assessment: Proactive Planning vs. Crisis Planning

    • The Legislative History of Medicaid

    • Assessment: The Legislative History of Medicaid

    • The Legislative History of Medicaid: Part 2

    • Assessment: The Legislative History of Medicaid: Part 2
  • 2

    Chapter 2: Medicaid Eligibility Requirements

    • Non-Financial Medicaid Requirements

    • Assessment: Non-Financial Medicaid Requirements

    • Income

    • Assessment: Medicaid Income Requirements

    • Monthly Maintenance Needs Allowance

    • Assessment: Monthly Maintenance Needs Allowance

    • Assets

    • Assessment: Assets

    • Community Spouse Resource Allowance

    • Assessment: Community Spouse Resource Allowance

    • The Lookback Period vs. Penalty Period

    • Assessment: The Lookback Period vs. Penalty Period

    • What Constitutes as a Divestment

    • Assessment: What Constitutes as a Divestment?
  • 3

    Chapter 3: Medicaid Compliant Annuity Strategies: Basic Strategies

    • Breaking Down the Medicaid Compliant Annuity

    • Assessment: Breaking Down the Medicaid Compliant Annuity

    • MCA for the Community Spouse

    • Assessment: MCA for the Community Spouse

    • MCA Case Study for the Community Spouse

    • Assessment: MCA Case Study for the Community Spouse

    • MCA for the Institutionalized Spouse

    • Assessment: MCA for the Institutionalized Spouse

    • Gift/MCA Plan

    • Assessment: Gift/MCA Plan

    • Gift/MCA Plan Case Study

    • Assessment: Gift/MCA Plan Case Study
  • 4

    Chapter 4: Medicaid Compliant Annuities: Advanced Strategies

    • Handling Retirement Accounts

    • Assessment: Handling Retirement Accounts

    • Tax-Qualified Annuity Case Study

    • Assessment: Tax-Qualified Annuity Case Study

    • The “Name on the Check Rule”

    • Assessment: The "Name on the Check Rule"

    • Existing, Non-Qualified Annuities

    • Assessment: Existing, Non-Qualified Annuities

    • Double Gifting

    • Assessment: Double Gifting

    • Standalone MCA Plan

    • Assessment: Standalone MCA Plan

  • 5

    Chapter 5: The Medicaid Application and Post-Eligibility

    • Preparing the Medicaid Application

    • Assessment: Preparing the Medicaid Application

    • Dealing with a Medicaid Denial

    • Assessment: Dealing with a Medicaid Denial

    • Taking your Client’s Case to a Fair Hearing

    • Assessment: Taking your Client’s Case to a Fair Hearing

    • Estate Recovery

    • Assessment: Estate Recovery
  • 6

    Chapter 6: Qualifying Your Clients and Purchasing an MCA

    • Conducting Your First MCA Case

    • Assessment: Conducting Your First MCA Case

    • Purchasing the Medicaid Compliant Annuity

    • Assessment: Purchasing the Medicaid Compliant Annuity