Upcoming Webinars

CLE Webinars & Videos

Upcoming Webinars

Webinar Library

Purchased Webinars

Our Next Live Webinar

Integrating LTCI Into Your Client’s Estate Plan

May 21, 2024

12:00PM - 1:00PM CDT

Presenter:
Don Levin, J.D., MPA, CLTC

Long-term care insurance is a versatile tool that can help clients bulletproof their estate plans; however, many attorneys are unfamiliar with how it works or how they can best incorporate it into their practice. Join Don Levin, J.D., MPA, CLTC, as he explores LTCI from the attorney’s perspective!

More Upcoming Webinars

$100 for Basic members

Retirement Benefits and Medicaid Crisis Planning: Part 2

$100 for Basic members

CLE

Retirement Benefits and Medicaid Crisis Planning: Part 2

June 11, 2024

12:00PM - 1:00PM CDT

Presenter:
Mark Munson, CELA

Tune in for Part 2 of this special CLE webinar series featuring Mark Munson, CELA! This series is designed to help you better understand retirement accounts you will encounter in Medicaid planning and how to properly advise clients as they prepare for eligibility. In this session, we will focus on case studies to apply concepts covered in Part 1.

Two Spouses in the Nursing Home: How to Leverage the Double Gifting Plan

June 18, 2024

12:00PM - 1:00PM CDT

Presenter:
Aaron Kempen

Crisis Medicaid planning for a married couple can be complex, even more so when you're dealing with an institutionalized couple and both spouses are seeking benefits. Join Aaron Kempen as he shares how to preserve assets and accelerate Medicaid eligibility using the Double Gifting Plan!

$100 for Basic members

Transitioning a Client from VA Pension to Medicaid Benefits

$100 for Basic members

CLE

Transitioning a Client from VA Pension to Medicaid Benefits

July 9, 2024

12:00PM - 1:00PM CDT

Presenter:
Michael Bryan, J.D.

Veterans receiving special pension benefits often transition from home care or assisted living to nursing home care. When this happens, those VA pension benefits will no longer cover their cost of care, and your client may need to transition to Medicaid. Join Michael Bryan, J.D., as he shares insight on this topic during this CLE session!