Dale M. Krause, J.D., LL.M., is the President and CEO of Krause Financial Services, LLC, a Wisconsin based corporation that designs, develops, markets, and distributes insurance products used in Medicaid and Veterans benefits planning throughout the United States. Krause Financial Services is the only attorney-led financial services firm in the nation that specializes in helping families qualify for Medicaid and Veterans benefits through the use of various insurance products. With over 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.”

Mr. Krause earned his B.S. degrees in Sociology and Political Science from the University of Wisconsin-Stevens Point in 1981; his J.D. degree from Thomas Cooley Law School, of Lansing, Michigan, in 1985; and his LL.M. in Taxation from DePaul College of Law, of Chicago, Illinois, in 1990. He is a practicing member of the Wisconsin State Bar, an inactive member of the Michigan State Bar and is recognized as an out-of-state member of the New York Star Bar Association. He is also a licensed insurance agent throughout the country.

Firm Description

Our Mission

It is the mission of Krause Financial Services to provide insurance products used in Medicaid and Veterans Benefits planning to elder law attorneys and insurance agents throughout the nation, along with guidance in using those products in planning.  Our chief concern is to ensure that products are used responsibly with the insured’s interests placed first and foremost.

What We Do

Krause Financial Services is the only attorney-led financial services firm in the nation that specializes in helping families qualify for Medicaid and Veterans Benefits through the use of insurance products. Dale M. Krause, J.D., LL.M., is known for his long-standing personal commitment to elder law attorneys, insurance agents, and their clients. With over 25 years of experience, Mr. Krause is a national Veterans Benefits and Medicaid planning advocate. Simply put, Krause Financial Services is the firm that’s here to advise elder law attorneys and insurance agents on balanced, flexible solutions to meet their clients’ needs. 

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