KrauseCAST Webinars

On-Demand Webinars
Mastering Marketing for Your Law Firm: Real-World Strategies for Growth
Live Date:
April 15, 2025
Jim Blake
Presenter:
Jim Blake

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!

Topics: Practice Building
Medicaid Qualification Considerations for Retirement Accounts and Deferred Annuities
Live Date:
April 1, 2025
Mark Munson, CELA & Jim Wolverton, J.D.
Presenter:
Mark Munson, CELA & Jim Wolverton, J.D.

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.

Topics: CLE Medicaid Rules
What Happens When My Client Passes Away: The Triggering Events of a Medicaid Compliant Annuity
Live Date:
March 18, 2025
Dale Krause, J.D., LL.M.
Presenter:
Dale Krause, J.D., LL.M.

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!

Topics: MCA Planning Medicaid Rules
Elder Law Debrief
Live Date:
February 13, 2025
Jim Wolverton, J.D.
Presenter:
Jim Wolverton, J.D.

Hear from Jim Wolverton, J.D., as he outlines and analyzes elder law cases that impact the industry, your practice, and your clients!

Topics: Elder Law
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
The 2025 Desk Reference: Breaking Down Medicaid Planning in the New Year
Live Date:
January 21, 2025
Thomas Krause, J.D.
Presenter:
Thomas Krause, J.D.

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.

Topics: MCA Planning 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
A Beginner’s Guide to Medicaid Compliant Annuities
Live Date:
December 17, 2024
Aaron Kempen
Presenter:
Aaron Kempen

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.

Topics: MCA Planning Medicaid Rules
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