Krause Financial of De Pere is an estate planning attorney firm in De Pere, WI. The company operates as an attorney-led firm providing asset preservation solutions for estate planning and elder law attorneys and their clients. Its core offerings include Medicaid Compliant Annuities, long-term care insurance, and funeral expense trusts. These products are designed to help legal professionals streamline the process of advising clients who are planning for long-term care. The firm holds a perfect 5.00 rating based on customer reviews.
The business brings over 30 years of industry experience to the long-term care planning space. It was founded by Dale Krause, J.D., LL.M., a former practicing attorney who originally developed the Medicaid Compliant Annuity. The company has grown from that single product into a broader suite of services, supported by a team of more than 40 dedicated professionals. Leadership includes Thomas Krause, J.D., as President and Scott Engstrom, J.D., as Executive Vice President and General Counsel. The firm provides an educational platform called Attorney Access, which offers resources such as a webinar library, case law library, and CLE opportunities. Premium subscribers gain access to state-specific Medicaid resources and planning calculators. The process for working with the firm involves providing case facts, receiving a custom plan, and obtaining benefits for the client, with ongoing support for Medicaid applications and death claims.
The office is located at 1234 N Enterprise Dr. It sits about a tenth of a mile from Greenleaf Road and roughly a fifth of a mile from South Broadway Drive. The area is close to several local parks, including Wilcox Park and Optimist Park, both within half a mile of the office.
Krause Financial of De Pere stands out for its positive customer rating and its specialized focus on asset preservation for legal professionals. The firm combines deep industry experience with a structured approach to long-term care planning, serving the De Pere community with targeted insurance and educational resources.
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