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Who We Are Who We Are Discover who we are and how we help attorneys provide asset preservation solutions and streamline their long-term care planning cases. → Our Team Our staff consists of highly-trained, dedicated team members who prioritize the success of you and your practice. Get to know us. → How It Works Learn how we work together to provide meaningful asset preservation solutions to your clients and streamline the long-term care planning process. → FAQs Get answers to common questions about our company, our process, and how we can help you and your clients through the planning process. → Our History Careers Press Products Medicaid Compliant Annuity Help clients in crisis preserve their hard-earned assets and accelerate their Medicaid eligibility with this powerful solution. → Long-Term Care Insurance Bolster your client’s estate planning strategy and help them safeguard their assets with a policy tailored to their specific situation. → Funeral Expense Trust Offer this simple add-on product to help clients in any scenario set aside funds for their funeral and burial costs. → Tax-Deferred Annuity Provide a conservative and reliable investment product with a competitive rate of return and liquidity options to clients planning for retirement. → Whole Life Insurance Estate Trust Non-Medicaid SPIA Refusal Letters Services Medicaid Application Support We’ll connect you with our strategic partner who can work with you to complete and file the Medicaid application on your client’s behalf. → Fair Hearing Support If your client receives a Medicaid denial due to one of our products, our in-house attorneys will work with you through the fair hearing process. → Annuity Valuation Don’t let an existing annuity prevent your client from qualifying for Medicaid. Allow us to evaluate it, facilitate the sale, and get your client one step closer to eligibility. → Resources KrauseCAST Webinars Join our upcoming webinars covering a variety of topics within the estate planning and elder law space. → CLE Continue learning with our CLE opportunities, including live and on-demand offerings, seminars, webinars, and more. → Krause Report Download our all-encompassing guide for attorneys looking to add long-term care planning solutions to their practice. → Blog Explore our blog posts covering topics related to long-term care, asset preservation, estate, planning, and elder law. → Events View our calendar of upcoming events, including tradeshows, seminars, webinars, sponsorships, and other events across the country. → Intake Forms Start a proposal and obtain a quote for your client’s case by filling out an online intake form for one of our products. → Looking for more resources? Check out Attorney Access—our digital hub designed specifically for legal professionals. Learn More Contact Us Start a Proposal Attorney Access Quick Links Login Dashboard State Resources On-Demand CLE Create Account OpenWho We AreOur Team How it Works FAQs Our History Careers Products Medicaid Compliant Annuity Long-Term Care Insurance Funeral Expense Trust Tax-Deferred Annuity Whole Life Insurance Estate Trust Non-Medicaid SPIA Refusal Letters Services Medicaid Application Support Fair Hearing Support Annuity Valuation Resources Attorney Access KrauseCAST Webinars CLE Krause Report Blog Events Intake Forms Contact Us Start a Proposal close STREAMLINE YOUR PRACTICE with asset preservation solutions for long-term care. MEDICAID COMPLIANT ANNUITY | LONG-TERM CARE INSURANCE | EDUCATIONAL RESOURCES MEDICAID COMPLIANT ANNUITY LONG-TERM CARE INSURANCE EDUCATIONAL RESOURCES Talk to a Specialist Krause Financial is an attorney-led firm that provides asset preservation solutions for estate planning and elder law attorneys and their clients. Using our specialized insurance products, resources, and support, we help attorneys streamline the process of advising clients planning for long-term care. Medicaid Compliant Annuity Help clients in crisis preserve their hard-earned assets and accelerate their Medicaid eligibility with this powerful solution. Learn More Long-Term Care Insurance Bolster your client’s estate planning strategy and help them safeguard their assets with a policy tailored to their specific situation. Learn More Funeral Expense Trust Offer this simple add-on product to help clients in any scenario set aside funds for their funeral and burial costs. Learn More Attorney Access is our digital hub designed to help build your practice. Basic members enjoy free access to our webinar library, video library, attorney message board, and more. Premium subscribers can take advantage of CLE, annuity calculators, and more exclusive tools. EXPANDED WITH PREMIUM State Medicaid Resources Access up-to-date planning figures, resources, and regulations in your state. PREMIUM ONLY Medicaid Planning Calculators Simplify your internal processes with quick annuity and Medicaid planning estimates. BASIC FEATURE Real-Life Case Studies See our products in action with in-depth case studies, including economic results. BASIC FEATURE Attorney Message Board Engage with other attorneys and legal professionals in the long-term care planning space. FREE WITH PREMIUM Live & On-Demand CLE Opportunities Check out our live CLE schedule and on-demand library of expert internal and guest speakers. PREMIUM ONLY Case Law Library Search for court cases by topic and jurisdiction, all curated for elder law and estate planning. BASIC FEATURE Video & Webinar Libraries From educational webinars to interviews with industry professionals, our library has you covered. BASIC FEATURE Helpful White Papers Download our comprehensive white papers and become an expert in long-term care planning. Gain instant access to these exclusive resources and more when you create an Attorney Access account! Explore Membership Options Let’s Work Together If you’re new to Krause or you aren’t sure where to begin, schedule a call with one of our specialists. We’ll discuss how our products, services, and resources can help you streamline long-term care planning in your practice. Schedule a Call 40+ PROFESSIONALS ON STAFF + IN-HOUSE COUNSEL 400+ CASES RESOLVED PER MONTH 5,000+ ATTORNEY CLIENTS ACROSS THE COUNTRY Krause’s team and their products have greatly benefited many of my clients in preserving assets and qualifying for Medicaid—when I need a Medicaid Compliant Annuity structured, Krause is the team I trust! — Nicole M. Hawks, CELA | Critchfield, Critchfield & Johnston Krause is perhaps the most professional and courteous firm I’ve ever dealt with. They are very responsive and a joy to work with. They get 6 stars out of a possible 5 stars. One extra! — Carl Zacharia | Attorney and President, Zacharia Brown, P.C. I have nothing but praise in my experience with Krause. They also provide great resources. I have all but eliminated other annuity options for my practice. Where timing is critical, I look to Krause to meet the needs of my clients. — Craig A. Hatch, Esq., CELA | Attorney, Halbruner, Hatch & Guise, LLP Medicaid Compliant Annuities, and Krause’s collaboration with me and my staff, have enabled me to help hundreds of people qualify for Medicaid each year. Don’t delay and call them now. — Thomas Mayo | Attorney, The Mayo Law Firm PLLC Previous Next Upcoming Events May 15 INDUSTRY EVENT: Probate & Estate Planning Institute, 64th Annual May 16 INDUSTRY EVENT: Atticus Quarterly Group Coaching May 16 INDUSTRY EVENT: Estate Planning Short Course Stay Connected Sign up for our emails to get the latest content from Krause, including our monthly newsletter, product updates, webinar invitations, exclusive CLE opportunities, and more. Name (Required) First Last Email (Required) Professional Designation (Required) Professional Designation - Choose - Attorney Paralegal Legal Assistant Insurance Agent Financial Advisor Other Company (Required) Δ Learn how working with Krause can empower your practice. Schedule a Call Footer Regardless of where you or your client are...

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