Aug 18, 2014
A community spouse's Medicaid Compliant Annuity was incorrectly determined to be a countable resource, and then reversed in light of Weatherbee v. Richman.
Aug 18, 2014
What does the DRA requirement for an annuity to be "actuarially sound" mean? How do you know if your annuity is actuarially sound? It's simple!
Jan 09, 2014
I frequently see Medicaid and Veterans Benefits planning cases come through my office that include previously purchased annuities.
Dec 30, 2013
With 2013 coming to a close, now is a perfect time to reflect on all that’s happened throughout the past year.
Dec 16, 2013
A personal services contract (“PSK”) can be an excellent tool to outline the services a caregiver is expected to provide, and compensate the individual accordingly.
Dec 11, 2013
Mr. Schow entered a California nursing home in July of 2002 and received Medi-Cal benefits from that point on, until his untimely death in November of 2003. To establish his Medi-Cal eligiblity Mr.
Nov 25, 2013
In June of 2012 my office was contacted by an elder law attorney whose client resided in an assisted living facility.
Nov 20, 2013
A major concern the Government Accountability Office (“GAO”) discovered in scrutinizing the VA’s pension program performance was the quantity of organizations that market planning services to veterans with excess assets.
Oct 24, 2013
As an elder law attorney, you are probably familiar with the Veterans Aid & Attendance (“VA”) pension program, even if your practice doesn’t offer those planning services. You may also be aware that the use of annuities in VA planning..
Oct 22, 2013
Krause Financial Services recently unveiled a new and improved website. Visit us today to learn how you can use this website as a resource in your practice.