KrauseCAST Webinars

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!

Live Date:
January 21, 2025

Presenter:
Thomas Krause, J.D.

Whether you're an experienced attorney or just getting your feet wet in Medicaid planning, this session is for you! Hear from Thomas Krause, J.D., as he dives into one of our most-requested resources—the Medicaid Desk Reference.

Live Date:
January 7, 2025

Presenter:
Megan Brand

When helping clients select a trustee or pooled trust organization for a trust benefiting a person with a disability or an older adult, there are many questions to ask and areas to consider.  Hear from Megan Brand as she explores how to evaluate one trustee from another!