KrauseCAST Webinars

On-Demand Webinars
Transferring Assets to an MCA: Execution, Timing, and Common Pitfalls to Avoid
Live Date:
February 10, 2026
Collin Terry, MBA, CLTC
Presenter:
Collin Terry, MBA, CLTC

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.

Topics: CLE MCA Planning Medicaid Rules
A Look at the New Year: Breaking Down the 2026 Desk Reference
Live Date:
January 13, 2026
Dale Krause, J.D., LL.M.
Presenter:
Dale Krause, J.D., LL.M.

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!

Topics: CLE MCA Planning Medicaid Rules
Navigating Elder Law Ethics in the Age of AI: Innovate with Confidence
Live Date:
December 9, 2025
Rebecca A. Hobbs, CELA
Presenter:
Rebecca A. Hobbs, CELA

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!

Topics: CLE Ethics Practice Building
Strategies to Protect Your Client’s IRA Using Medicaid Annuities
Live Date:
December 2, 2025
Dale Krause, J.D., LL.M.
Presenter:
Dale Krause, J.D., LL.M.

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!

Topics: MCA Planning Medicaid Rules
Case Studies in Proactive and Crisis Medicaid Planning
Live Date:
November 4, 2025
Jim Wolverton, J.D.
Presenter:
Jim Wolverton, J.D.

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!

Topics: CLE MCA Planning Medicaid Rules
Helping Clients Navigate the Modern Long-Term Care Insurance Policy
Live Date:
October 7, 2025
Jim Wolverton, J.D. & Mary Sizemore, CLTC, LTCCP
Presenter:
Jim Wolverton, J.D. & Mary Sizemore, CLTC, LTCCP

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!

Topics: CLE Long-Term Care Insurance
A Practical Sampler of AI Strategies for Law Firms
Live Date:
September 16, 2025
Lori Pulvermacher, MBA
Presenter:
Lori Pulvermacher, MBA

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!

Topics: Practice Building
Overcoming Medicaid Roadblocks: How to Handle Existing Annuities
Live Date:
August 12, 2025
Thomas Krause, J.D.
Presenter:
Thomas Krause, J.D.

Certain assets pose a problem when it comes to Medicaid planning, and one of the trickiest roadblocks to overcome is an existing annuity. Learn how to navigate these troublesome assets during this session with Thomas Krause, J.D.!

Topics: MCA Planning Medicaid Rules
Ethical Billing Strategies and Effective Engagement Letters for Flat Fee Agreements
Live Date:
August 6, 2025
Kristin Dittus, J.D., LL.M.
Presenter:
Kristin Dittus, J.D., LL.M.

In this special ethics CLE session, hear from Kristin Dittus as she discusses ethical billing agreements, how to draft an engagement letter that clearly defines the work and time covered by a flat fee agreement, and much more!

Topics: CLE Ethics Practice Building
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