Wisconsin Medicaid Planning: How Eligibility and Long Term Care Planning Actually Work

This 20-minute episode of One Happy Lawyer features host Lisa Mosbey interviewing Dan Krause, a board-certified estate planning attorney and founder of Krause Estate Planning and Elder Law Center, on Wisconsin Medicaid planning. The episode systematically covers foundational concepts: what Medicaid planning means, how Medicaid functions in long-term care, and the critical distinction between Medicare and Medicaid. Krause explains financial qualification thresholds for Wisconsin Medicaid eligibility and walks through the qualification process step-by-step. A major focus is the "five-year rule"—the lookback period for asset transfers that can disqualify applicants—and how timing is essential for effective planning. The episode addresses different strategies for single individuals versus married couples, noting that spousal protections differ. Income considerations are discussed separately from asset limits. The episode includes a case study demonstrating successful Medicaid planning in practice, and emphasizes how early planning can preserve family assets and provide financial security in later life. The timestamps suggest a structured, topic-by-topic progression that moves from basic definitions through eligibility rules to strategic planning considerations.

Verdict: A credible expert delivers structured, on-topic content for a niche but important audience, though the brevity and show-notes-only assessment leave uncertainty about depth and actionability.

Business rubric

• Actionable takeaways 3/5 20%

  Show notes indicate specific concepts (five-year rule, spousal protections, income vs. asset limits) and a case study, but without hearing the episode, it's unclear how detailed the actionable steps are or whether listeners get concrete nex

• Evidence over hype 3/5 20%

  Guest is board-certified with relevant credentials and a case study is mentioned, but show notes don't detail what data, numbers, or specific examples support the claims made.

• Guest and host credibility 4/5 15%

  Dan Krause is board-certified in estate planning, founded a specialized firm, and has direct practice experience; Lisa Mosbey hosts the show but her background isn't detailed in the notes.

• Substance 3/5 15%

  The episode covers multiple substantive topics (Medicare vs. Medicaid, eligibility, five-year rule, spousal rules, case study) in 20 minutes, suggesting either solid pacing or potential compression; timestamps indicate structured content wi

• Delivers on its title 5/5 15%

  Title promises 'How Eligibility and Long Term Care Planning Actually Work' and show notes confirm the episode covers Medicaid eligibility, long-term care planning, and practical strategies—directly matching the promise.

• Value for time 3/5 15%

  20 minutes is tight for covering Medicare vs. Medicaid, eligibility rules, five-year lookback, spousal differences, income rules, and a case study; likely reasonably paced but possibly surface-level on some topics.

How we score Business

Worth it if you're a Wisconsin resident or family member facing long-term care costs and need a clear introduction to Medicaid planning basics and timing considerations.

Based on the episode description. AI-generated; it can be wrong.