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. NOTES Krause Financial [...]

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 nations wealthiest individuals. Although he made his mark in estate tax [...]