For Lawyers Too Busy to Monkey Around
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The country’s leading provider of Medicaid-compliant annuities talks with Bob about why he left a law practice and how he built a successful business. Bob and Dale also discuss future VA benefit planning with annuities and Dale’s take on possible legislation to render annuities a less useful strategy for Medicaid planning purposes.
Krause Financial Services: www.medicaidannuity.com
To signup for the Krause Report, click HERE.
Jonathan Blattmachr is one of the leading estates, trusts and asset protection attorneys in the United States. A prolific author and engaging active speaker, he is involved in numerous businesses after an active career as a legal advisor and planner to some of the nation’s wealthiest individuals. Although he made his mark in estate tax planning, Jonathan has much to say about elder and special needs law. In this episode Jonathan and Bob discuss Jonathan’s background, practice philosophy, take on the future of elder law, and the importance of Revenue Ruling 85-13.
Jonathan’s article in which he details his experience with LegalZoom (go to page 21, although the whole article is worth reading): https://www.naepc.org/journal/issue13f.pdf
Interactive Legal website (Note the URL given by Jonathan in the episode is NOT correct – he’s a Big Picture Guy): www.interactivelegal.com
TrustChimp founder Bob Mason explains what he is doing with The TrustHacker podcast. This short introduction will give you an idea of who Bob is (and his weird sense of humor) and where he got the idea of producing a podcast for elder and special needs law attorneys.