Be sure to check out this can't-miss session featuring Collin Terry, MBA, CLTC! He will uncover the best practices—and common pitfalls—to avoid when transferring assets into a Medicaid Compliant Annuity.
Kick off 2026 with confidence! Hear from Dale Krause, J.D., LL.M., as he shares insight on navigating Medicaid planning in the new year. You’ll walk away with a clear understanding of the updated figures and how to apply them when working with crisis planning clients!
Artificial intelligence is transforming the legal profession, but it comes with significant ethical responsibilities. In this ethics CLE session, Rebecca Hobbs shares practical insights into how AI can be integrated into your practice while remaining compliant with professional standards!
IRAs can pose a challenge to attorneys engaging in Medicaid planning, but a properly structured MCA can help. Hear from Dale Krause, J.D., LL.M., as he discusses strategies for spending down your client's IRA!
Hear from Jim Wolverton as he discusses strategies elder law and estate planning attorneys can use for helping senior clients plan for long-term care. Plus, learn how an MCA can benefit clients already residing in a nursing home!
Long-term care insurance policies can be complex, even for experienced insurance attorneys, who are often called upon to interpret them. Hear from Jim Wolverton and Mary Sizemore as they cover best practices for helping clients navigate these modern policies!
Curious about AI but unsure where to start? Hear from guest presenter Lori Pulvermacher as she showcases practical examples of how law firms are utilizing AI to work more efficiently, communicate more effectively, and build stronger teams!
Certain assets pose a problem when it comes to Medicaid planning, and one of the trickiest roadblocks to overcome is an existing annuity. Learn how to navigate these troublesome assets during this session with Thomas Krause, J.D.!
In this special ethics CLE session, hear from Kristin Dittus as she discusses ethical billing agreements, how to draft an engagement letter that clearly defines the work and time covered by a flat fee agreement, and much more!
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