Navigating Tax Issues in Medicaid Planning: Key Rules and Strategies to Avoid Costly Mistakes

Mr. Krause, J.D., LL.M. is the President and CEO of Krause Financial Services – a Wisconsin-based firm that specializes in crisis Medicaid planning through the use of Medicaid Compliant Annuities and other insurance products. With over 30 years of industry experience, he’s a national expert on using annuities to accelerate eligibility for Medicaid. Mr. Krause earned his B.S. degrees in Sociology and Political Science from the University of Wisconsin-Stevens Point in 1981, his J.D. from Thomas Cooley Law School in 1985, and his LL.M. in Taxation from DePaul College of Law in 1990. He is a member of the Wisconsin State Bar and an emeritus member of the Michigan State Bar. For more information regarding Mr. Krause, his accomplishments, and his company, visit www.medicaidannuity.com.

Mr. Williamson’s practice specializes in taxation and estate planning. He has particular expertise in estate and gift taxation, income taxation of partnerships, and taxation issues unique to tax-exempt entities. He is also knowledgeable in the federal and state Medicaid rules and is skilled at drafting trusts and other types of sophisticated agreements.

Ms. Negrin-Wiener manages the Government Benefits Department, concentrating her practice in the areas of asset protection, Medicaid eligibility planning, estate planning, special needs planning, mediation, guardianships and Veteran benefits. She supervises the preparation of Medicaid Applications for nursing home care, home health care and community benefits, resolves complex Medicaid issues and represents families facing a reduction in Medicaid home care hours and services.