KrauseCAST Webinars

On-Demand Webinars
Gift or Standalone? How to Plan for a Single Client Using MCAs
Live Date:
April 21, 2026
Aaron Kempen
Presenter:
Aaron Kempen

Many attorneys are familiar with the Gift/MCA plan for single clients, but it may not be appropriate for all situations. Don't worry—there's another option. Hear from Aaron Kempen as he explores two strategies specifically designed for single clients!

Topics: CLE MCA Planning Medicaid Rules
Understanding the Basics of Medicaid Compliant Annuity Planning
Live Date:
March 10, 2026
Alex Thompson, MBA
Presenter:
Alex Thompson, MBA

In this foundational webinar, Alex Thompson explores how the MCA works in a crisis long-term care scenario. Whether you need a refresher or are new to the space, this session is for you!

Topics: CLE MCA Planning Medicaid Rules
Transferring Assets to an MCA: Execution, Timing, and Common Pitfalls to Avoid
Live Date:
February 10, 2026
Collin Terry, MBA, CLTC
Presenter:
Collin Terry, MBA, CLTC

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.

Topics: CLE MCA Planning Medicaid Rules
A Look at the New Year: Breaking Down the 2026 Desk Reference
Live Date:
January 13, 2026
Dale Krause, J.D., LL.M.
Presenter:
Dale Krause, J.D., LL.M.

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!

Topics: CLE MCA Planning Medicaid Rules
Navigating Elder Law Ethics in the Age of AI: Innovate with Confidence
Live Date:
December 9, 2025
Rebecca A. Hobbs, CELA
Presenter:
Rebecca A. Hobbs, CELA

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!

Topics: CLE Ethics Practice Building
Strategies to Protect Your Client’s IRA Using Medicaid Annuities
Live Date:
December 2, 2025
Dale Krause, J.D., LL.M.
Presenter:
Dale Krause, J.D., LL.M.

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!

Topics: MCA Planning Medicaid Rules
Case Studies in Proactive and Crisis Medicaid Planning
Live Date:
November 4, 2025
Jim Wolverton, J.D.
Presenter:
Jim Wolverton, J.D.

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!

Topics: CLE MCA Planning Medicaid Rules
Helping Clients Navigate the Modern Long-Term Care Insurance Policy
Live Date:
October 7, 2025
Jim Wolverton, J.D. & Mary Sizemore, CLTC, LTCCP
Presenter:
Jim Wolverton, J.D. & Mary Sizemore, CLTC, LTCCP

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!

Topics: CLE Long-Term Care Insurance
A Practical Sampler of AI Strategies for Law Firms
Live Date:
September 16, 2025
Lori Pulvermacher, MBA
Presenter:
Lori Pulvermacher, MBA

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!

Topics: Practice Building
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