Krause Financial is an attorney-led firm specializing in asset preservation solutions for estate planning and elder law attorneys and their clients. With a focus on long-term care planning, the firm stands out through its specialized insurance products, comprehensive resources, and dedicated support services designed to streamline complex legal and financial processes.
The firm employs a collaborative approach, working directly with legal professionals to provide meaningful solutions that help clients preserve assets and navigate Medicaid eligibility requirements. With over 40 professionals on staff, including in-house counsel, and a track record of resolving 400+ cases per month, Krause Financial serves a national clientele of 5,000+ attorneys. Their value proposition includes attorney-specific digital tools, educational resources, and hands-on support throughout the planning and application process.
Services Offered
- Medicaid Compliant Annuity
- Long-Term Care Insurance
- Funeral Expense Trust
- Tax-Deferred Annuity
- Whole Life Insurance
- Estate Trust
- Non-Medicaid SPIA
- Refusal Letters
- Annuity Valuation
- Speaking Requests
- Medicaid Application Support
- Fair Hearing Support
- KrauseCAST Webinars
- CLE (Continuing Legal Education)
- Krause Report
- Blog Resources
- Event Sponsorships and Seminars
- Intake Forms and Proposal Services
- Attorney Access Digital Hub
- State Medicaid Resources
- Medicaid Planning Calculators
- Case Law Library
- Video and Webinar Libraries
- White Papers
- Attorney Message Board
Krause Financial serves attorneys and legal professionals across the country, offering resources and support tailored to the elder law and estate planning fields. Their Attorney Access platform provides both free and premium membership levels, featuring tools such as annuity calculators, state-specific Medicaid resources, and on-demand CLE opportunities to enhance practice efficiency.
