KrauseCAST Webinars

On-Demand Webinars
Add a New Practice Area! Medicaid Planning
Live Date:
February 4, 2025
Jim Wolverton, J.D.
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!

Topics: CLE MCA Planning Medicaid Rules Practice Building
How to Protect Your Clients from a Bad Actor Trustee
Live Date:
January 7, 2025
Megan Brand
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!

Topics: CLE Special Needs Trust
Ethical Challenges and Best Practices in Elder Law
Live Date:
December 10, 2024
Rebecca A. Hobbs, CELA
Presenter:
Rebecca A. Hobbs, CELA

There are many ethical challenges and legal responsibilities attorneys face when representing clients with cognitive impairments such as dementia. Hear from Rebecca A. Hobbs, CELA, as she discusses this topic!

Topics: CLE Elder Law Ethics
ABLE Accounts Turn 10!
Live Date:
November 12, 2024
Peter Wall
Presenter:
Peter Wall

ABLE accounts are ten years old and have become a staple in special needs planning. Hear from nationally recognized speaker Peter Wall for a special CLE session on the fundamentals of ABLE accounts, how they are used in practice, and much more!

Topics: CLE Estate Planning Special Needs Trust
Medicaid Planning Basics: Crisis Planning for Married Couples
Live Date:
October 8, 2024
Jim Wolverton, J.D.
Presenter:
Jim Wolverton, J.D.

If you are an elder law or estate planning attorney assisting senior clients with long-term care planning, it is essential to understand Medicaid planning concepts. Hear from Jim Wolverton, J.D., he discusses how to approach crisis planning for married couples!

Topics: CLE MCA Planning Medicaid Rules
Can Medicaid Take Your Client’s House?
Live Date:
September 10, 2024
Zach Bloxham, J.D.
Presenter:
Zach Bloxham, J.D.

Many people mistakenly believe that if they receive long-term care benefits from Medicaid, they will automatically lose their home to the state when they pass away. However, each state implements estate recovery programs with varying levels of intensity. WealthCounsel's Zach Bloxham, J.D., sheds light on this important topic!

Topics: CLE Estate Recovery Medicaid Rules
Medicaid Planning Basics: Crisis Planning for Single Clients
Live Date:
August 13, 2024
Jim Wolverton, J.D. & Aaron Kempen
Presenter:
Jim Wolverton, J.D. & Aaron Kempen

If you are an elder law or estate planning attorney assisting senior clients with long-term care planning, it is essential to understand Medicaid planning concepts. Hear from Jim Wolverton, J.D., and Aaron Kempen as they discuss how to approach crisis planning for single clients!

Topics: CLE MCA Planning Medicaid Rules
Transitioning a Client from VA Pension to Medicaid Benefits
Live Date:
July 9, 2024
Michael Bryan, J.D.
Presenter:
Michael Bryan, J.D.

Veterans receiving special pension benefits often transition from home care or assisted living to nursing home care. When this happens, those VA pension benefits will no longer cover their cost of care, and your client may need to transition to Medicaid. Hear from Michael Bryan, J.D., as he shares insight on this topic!

Topics: CLE MCA Planning Medicaid Rules Veterans Benefits
Retirement Benefits and Medicaid Crisis Planning: Part 2
Live Date:
June 11, 2024
Mark Munson, CELA
Presenter:
Mark Munson, CELA

During Part 2 of this series hear from Mark Munson, CELA, as he helps you better understand retirement accounts you will encounter in Medicaid planning. This session focuses on case studies to apply concepts covered in Part 1. Watch now!

Topics: CLE Elder Law MCA Planning Medicaid Rules