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!
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.
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!
Hear from Jim Wolverton, J.D., as he outlines and analyzes elder law cases that impact the industry, your practice, and your clients!
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!
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.
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!
Check out this introductory session on the fundamentals of using Medicaid Compliant Annuities in crisis Medicaid planning! Aaron Kempen will dive into how MCAs interact with the Medicaid program, their requirements, and how to use them in practice.
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!