KrauseCAST Webinars

Live Date:
June 17, 2025

Presenter:
Aaron Kempen

Are you new to Medicaid Compliant Annuity planning or looking for a comprehensive refresher? Hear from Aaron Kempen as he takes us back to the basics of MCAs and how to accelerate Medicaid eligibility for your clients!

Live Date:
June 3, 2025

Presenter:
Jim Wolverton, J.D.

Many elder law attorneys are familiar with the basics of Medicaid Compliant Annuities. However, not every client fits a traditional scenario. Hear from Jim Wolverton as he explores advanced MCA case studies and the Medicaid regulations that influence these strategies!

Live Date:
May 20, 2025

Presenter:
Jim Wolverton, J.D.

With so many product options and considerations, it can be hard to understand how LTCI can benefit your clients in different situations. Join Jim Wolverton, J.D., as he breaks down key case studies you need to know when advising your clients!

Live Date:
May 6, 2025

Presenter:
Zach Bloxham, J.D. & Jim Wolverton, J.D.

As demand for Medicaid planning grows, estate planning attorneys are increasingly asked to help clients with long-term care planning. Check out this essential discussion on integrating irrevocable trusts and long-term care insurance into a well-rounded estate planning strategy!

Live Date:
April 15, 2025

Presenter:
Jim Blake

This session with Jim Blake, Founder and CEO of Bambiz, covers actionable marketing strategies for estate planning and elder law attorneys to attract ideal clients, retain existing ones, and grow your firm’s revenue!

Live Date:
April 1, 2025

Presenter:
Mark Munson, CELA & Jim Wolverton, J.D.

Elder law attorneys often encounter challenges when dealing with retirement assets in crisis planning. In this CLE session, Mark Munson, CELA, and Jim Wolverton, J.D., discuss how to approach these unique assets within the context of Medicaid asset rules and qualification requirements.

Live Date:
March 18, 2025

Presenter:
Dale Krause, J.D., LL.M.

A Medicaid Compliant Annuity is a powerful tool for helping clients spend down assets and accelerate Medicaid eligibility. But what happens when the annuitant passes away? Hear from Dale Krause, J.D., LL.M., as he delves into the key triggering events of an MCA!

Live Date:
February 13, 2025

Presenter:
Jim Wolverton, J.D.

Hear from Jim Wolverton, J.D., as he outlines and analyzes elder law cases that impact the industry, your practice, and your clients!

Live Date:
February 4, 2025

Presenter:
Jim Wolverton, J.D.

If you’re an elder law or estate planning attorney, you know the importance of assisting senior clients with planning for long-term care. Hear from Jim Wolverton, J.D., as he covers the basics of Medicaid planning and how adding it to your practice can help!