Aaron Kempen

Senior Relationship Manager | Krause Financial

Aaron Kempen is the Senior Relationship Manager at Krause Financial. As a Senior Relationship Manager, Aaron’s main priority is to help new and prospective attorneys find a streamlined solution for their crisis Medicaid planning cases. He presents regularly on our KrauseCAST webinar series and travels multiple times per month to sponsor or exhibit at elder law and estate planning events across the country.

Aaron has several years of experience working with estate planning and elder law attorneys and helping them utilize Medicaid Compliant Annuities as well as our other products and services to benefit their clients. Training is at the core of Aaron’s role, and he has a keen ability to explain complex strategies in a way that is easy to understand. He is passionate about helping people and witnessing their progress firsthand.

I'm Speaking At

1:00 PM -
2:00 PM

Getting Started

Bacchus A Meeting Room

We will introduce the goals of the program and discuss how we can spend the next three days working together.

Jim Wolverton, J.D.

Aaron Kempen

Valerie Peterson

2:00 PM -
3:00 PM

Asset Requirements (CLE)

Bacchus A Meeting Room

Understanding how Medicaid calculates individual and spousal resource allowances is an essential foundation to helping families plan to apply for long-term care Medicaid benefits....

Jim Wolverton, J.D.

Aaron Kempen

3:00 PM -
4:00 PM

Income Requirements (CLE)

Bacchus A Meeting Room

A Medicaid applicant’s income is generally going to be used to pay their share of cost at the nursing home, but the income rules are complex. We will work through the nuances and inco...

Jim Wolverton, J.D.

Aaron Kempen

4:00 PM -
5:00 PM

Lookback Period, Penalties and Transfers (CLE)

Bacchus A Meeting Room

When a client is over resourced Medicaid does not allow an applicant to transfer assets during the lookback period without a penalty. We will cover what transfers are penalized and what...

Jim Wolverton, J.D.

Aaron Kempen