KrauseCAST Webinars

On-Demand Webinars
Retirement Benefits and Medicaid Crisis Planning: Part 1
Live Date:
April 9, 2024
Mark Munson, CELA
Presenter:
Mark Munson, CELA

During Part 1 of this series, hear from Mark Munson, CELA, as he helps you understand the types of retirement accounts you will encounter during crisis Medicaid planning. Watch today and learn how to properly advise your clients!

Topics: CLE Elder Law MCA Planning Medicaid Rules
Medicaid Planning Basics: The Financial Requirements of Income and Assets
Live Date:
March 19, 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 concepts related to resources and income. Learn the basics of Medicaid's financial requirements during this session!

Topics: CLE MCA Planning Medicaid Rules
Life Care Planning: A Fresh Approach to Elder Law
Live Date:
February 20, 2024
Brenna Galvin
Presenter:
Brenna Galvin

This special CLE session featuring elder law attorney Brenna Galvin covers the life care planning model in elder law and how it can help you provide more holistic services to your clients while increasing revenues. Watch today!

Topics: CLE Elder Law Practice Building
The Intersection of Estate Planning and the Unexpected Disability
Live Date:
January 25, 2024
Rachel Baer, Esq.
Presenter:
Rachel Baer, Esq.

During this exclusive CLE session, Rachel Baer, Esq., of Commonwealth Community Trust discusses how estate planning is impacted for your client when an unforeseen disability occurs and how to handle the situation.

Topics: CLE Estate Planning Special Needs Trust
New Year – New Practice Area: Medicaid Planning
Live Date:
December 14, 2023
Jim Wolverton, J.D.
Presenter:
Jim Wolverton, J.D.

It can be challenging to figure out where to start when it comes to adding a new practice area to your firm. Hear from Jim Wolverton, J.D., as he explores the first steps attorneys can take to learn the basics of Medicaid planning.

Topics: CLE MCA Planning Medicaid Rules
Billing for Success: Hourly vs. Flat Fee in Legal Services
Live Date:
November 29, 2023
Lori Pulvermacher
Presenter:
Lori Pulvermacher

During this exclusive CLE webinar, hear from Lori Pulvermacher, Practice Advisor at Atticus, as she delves into the world of billing in crisis Medicaid planning, including hourly, flat fee, and hybrid models.

Topics: CLE Practice Building
How to Discuss Security with Your Estates and Trusts Clients
Live Date:
November 3, 2023
Barron K. Henley, Esq.
Presenter:
Barron K. Henley, Esq.

Addressing security within your office is only half the battle. Unfortunately, your clients often don't know how to protect their own data, and security is definitely a team sport. Learn how to discuss these issues with your clients during this ethics CLE session.

Topics: CLE Estate Planning Ethics
Representing Clients with Diminished Capacity
Live Date:
September 21, 2023
Chasity Sharp Grice
Presenter:
Chasity Sharp Grice

Elder law and estate planning attorneys know the realities of working with aging clients, but what happens if the individual you represent is no longer able to make clear decisions? Hear from guest presenter Chasity Sharp Grice as she discusses representing clients with diminished capacity during this ethics CLE session.

Topics: CLE Estate Planning Ethics
Planes, Trains, and Automobiles: Dealing With Atypical Assets in an Estate Administration
Live Date:
August 22, 2023
Tara Faquir
Presenter:
Tara Faquir

As your clients diversify their investment portfolios, there is an increasing likelihood they may accumulate assets that are hard to value. Hear from guest presenter Tara Faquir, co-founder and Chief Operating Officer of Trustate, as she discusses how to deal with atypical assets during an estate administration.

Topics: CLE Estate Planning