KrauseCAST Webinars

Live Date:
May 22, 2020

Presenter:
Valerie Peterson, J.D.

Join us for a special guest edition of our KrauseCAST webinar series. ElderCounsel’s CEO, Valerie Peterson, J.D. joins us to discuss an important long-term care pre-planning tool for your senior clients: the Medicaid Asset Protection Trust ® (MAPT). There are numerous design choices when drafting an irrevocable trust for Medicaid eligibility purposes, some of which […]

Live Date:
April 21, 2020

Presenter:
Dale Krause, J.D., LL.M.

Have you ever wondered how a Medicaid Compliant Annuity compares to a promissory note? With these two Medicaid planning tools containing similar attributes, it can be hard to keep them straight. Join Krause Financial Services’ President and CEO, Dale Krause, J.D., LL.M., as he takes a deep dive into using a Medicaid Compliant Annuity versus […]

Live Date:
March 20, 2020

Presenter:
Scott Engstrom, J.D.

Join Krause Financial Services Corporate Counsel Scott Engstrom, J.D. as he walks through the Fair Hearing process for Medicaid denials. He’ll discuss what to expect with a Medicaid denial, common reasons for a denial, and advice for success should the denial result in a Fair Hearing. Scott will also provide additional information on the support […]

Live Date:
February 13, 2020

Presenter:
Tom Budenz, CMP, CLTC

Join our in-house Long-Term Care Insurance expert for a look at how to incorporate LTCI into your practice. Tom Budenz, CMP, CLTC, will discuss unique strategies to help your senior clients solidify their estate plan through a custom-tailored LTCI plan. Plus, Tom will walk you through some of our most commonly-asked questions: What’s the difference […]

Live Date:
December 13, 2019

Presenter:
Amy Beacham

Wrap up the year with a detailed look at an important crisis Medicaid planning strategy you might be missing: securing a Medicaid Compliant Annuity (MCA) in the institutionalized spouse’s name. Our Director of Marketing and Communications, Amy Beacham, will describe strategies to accelerate eligibility and will compare two case studies to help you determine which […]

Live Date:
November 6, 2019

Presenter:
Steve Riley, J.D.

Join us for another episode of the KrauseCAST guest series! Steve Riley, J.D. of Atticus, will discuss how to identify and deal with the constant flow of work interruptions in your practice.

Live Date:
October 18, 2019

Presenter:
Nicole Nixon

Think your leads and clients aren't on social media? There are over 1.52 billion active users on Facebook every day and 62% of U.S. seniors are on Facebook. Watch this webinar and learn how to leverage this growing social media platform into a lucrative marketing strategy for your law firm.

Live Date:
September 19, 2019

Presenter:
Stephanie Prestridge, J.D.

Stephanie Prestridge, J.D., of Lineage Law, LLC and In Marriage QDRO, LLC discusses the cutting-edge legal strategy every estate planning and elder law attorney is talking about: Using a Qualified Domestic Relations Order for your married clients. Stephanie focuses on what the strategy entails and how it helps protect your client’s ERISA-based retirement accounts in […]

Live Date:
August 8, 2019

Presenter:
Dave Zumpano, Esq.

In this one hour webinar, special guest speaker Dave Zumpano, Esq., co-founder of Lawyers with Purpose, will show participants How to (1) measure their current law firm efficiency compared to others in the industry; (2) identify the staff needed and when to hire them and (3) Get clear on what "the next level" is for them and how to get there! Those who attend will come to understand that increasing law firm efficiency is not enough to get to the next level, it must be efficiency in the proper areas and with the proper tracking and accountability!