KrauseCAST Webinars

Live Date:
November 12, 2024

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!

Live Date:
October 8, 2024

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!

Live Date:
September 10, 2024

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!

Live Date:
August 13, 2024

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!

Live Date:
July 9, 2024

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!

Live Date:
June 11, 2024

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!

Live Date:
May 14, 2024

Presenter:
Jim Wolverton, J.D.

In this session, we’ll share what to do when a client has resources over the asset limits for individuals and the community spouse. Plus, you'll learn what transfers can be made without penalty, estate recovery rules in your state, and fundamental crisis planning strategies!

Live Date:
April 9, 2024

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!

Live Date:
March 19, 2024

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!