Case Studies in Proactive and Crisis Medicaid Planning

Live Date: November 4, 2025  |  Presenter: Jim Wolverton, J.D.
 

ABOUT THIS WEBINAR

Watch This Insightful Webinar and Earn CLE*

Hear from Jim Wolverton, J.D., as he discusses strategies that elder law and estate planning attorneys can use to assist their senior clients in planning for long-term care.

Jim will cover:

  • The basics of the Medicaid program
  • How to identify proactive planning and crisis planning situations
  • Properly-structured estate plans using an irrevocable trust and long-term care insurance to help clients plan ahead

Additionally, he will discuss how a Medicaid Compliant Annuity (MCA) can benefit clients who are already residing in a nursing home. Watch now!

*1.0 hour standard CLE credit pending

 

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Jim Wolverton, J.D.

MEET THE PRESENTER

Jim Wolverton, J.D.

Director of Legal Education

Jim is responsible for creating, curating, and promoting high-quality content related to the estate planning and elder law industry. Prior to joining Krause, Jim ran his own law firm and was the Director of Education at ElderCounsel, providing him with vital experience educating attorneys and helping them easily implement elder law tools into their practice. Jim is based in Denver and is a member of NAELA as well as the Colorado, Utah, and Florida Bar Associations.