Strategies to Protect Your Client's IRA Using Medicaid Annuities - Articles

All Content


Posted by: Jarod Word on Jun 23, 2025

The July 25 TBA Elder Law Forum will feature a session on IRAs and Medicaid annuities. Expert financial advisor David Currie of Krause Financial will lead a discussion on spenddown strategies, structuring annuities, transfer taxes and more. Currie’s session will also include case studies and practical illustrations to ensure attendees grasp the essentials of this complex topic. Other topics at the forum include undue influence, Medicaid/TennCare, VA benefits and ethics. Elder Law Section members receive a discounted rate to attend. Learn more and register here.