Dale M. Krause, J.D., LL.M., Esq. is the President and CEO of Krause Financial Services, LLC, and The Krause Agency, Inc. With more than 25 years of experience, Mr. Krause is a national Veterans Benefits and Medicaid Planning advocate, earning the distinct reputation as the “Pioneer of Medicaid Compliant Annuities.” He is highly regarded as a trusted advisor in the elder law and Medicaid planning industry.
Mr. Krause regularly presents at continuing legal education and financial planning forums throughout the United States. Additionally, he has been instrumental in several landmark Medicaid Compliant Annuity cases and is actively involved in the development of new legislation.
Some of Mr. Krause’s notable affiliations include: the National Academy of Elder Law Attorneys, the National Network of Estate Planning Attorneys, the Financial Planning Association, the Society of Financial Service Professionals, the Academy of Special Needs Planners, ElderLawAnswers, Lawyers With Purpose, the American Association of Attorney-Certified Public Accountants, WealthCounsel Advisors Forum, and ElderCounsel.
Earning his bachelor’s degrees in sociology and political science from the University of Wisconsin-Stevens Point in 1981; his Juris doctor degree from Thomas Cooley Law School, Lansing, Mich., in 1985; and his LL.M. in taxation from DePaul College of Law, Chicago, Ill., in 1990, Mr. Krause has extensive knowledge in the field. He is a practicing member of the Wisconsin State Bar and an emeritus member of the Michigan State Bar. He is also a licensed insurance agent throughout the country.
Mr. Krause’s work and experience have been recognized in major publications including Senior Market Advisor, NAELA News, The Wall Street Journal, and Lawyers Weekly USA. He has been interviewed for and quoted in numerous books and publications, and his presentations have been used as part of CLE course curriculum. He is also routinely a guest speaker and has presented at events and forums such as the National Academy of Elder Law Attorneys (NAELA), the National Network of Estate Planning Attorneys (NNEPA), ElderCounsel, ElderLawAnswers and the American Association of Attorney-Certified Public Accountants (AAA-CPA).