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!
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!
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!
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