REGISTER: How to Use Your 2021 Desk Reference

AIRED ON: January 14, 2021 | 12:00PM CST

ABOUT THIS WEBINAR:

Are you ready to tackle crisis Medicaid planning cases in 2021? If so, we have a resource you’re going to want to get your hands on. Join The Krause Agency’s Vice President, Thomas Krause, J.D., as he walks you through our most popular planning tool – the Medicaid Desk Reference.

The Desk Reference gives you a snapshot of the most important Medicaid planning figures in your state, but do you understand how to use it properly?

In this webinar, Thomas will:

  • Show you how this tool acts as a roadmap in your client's case
  • Define the components of the Medicaid Desk Reference
  • Describe how to calculate important figures like the Community Spouse Resource Allowance, the Monthly Maintenance Needs Allowance, and the penalty period

Plus, he’ll break down some of the key Medicaid eligibility distinctions between states.

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ABOUT THE PRESENTER:

Thomas Krause, J.D.

Thomas Krause, J.D.

VP of Sales and Marketing

Thomas specializes in using annuities to accelerate eligibility for government benefits, expert testimony, and litigation support when attorneys are faced with a Medicaid denial, and the valuation and sale of non-compliant annuities.

Thomas has a passion for teaching agents crisis Medicaid planning strategies for their senior clients.  He speaks at legal forums throughout the country and often hosts our national eAcademy webinar series.

Thomas earned his B.S. degree in Economics from the University of Wisconsin-Milwaukee in 2010 and his J.D. from California Western School of Law in 2014.  He is a member of the California State Bar.

 

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