KrauseCAST Webinars

On-Demand Webinars
How to Use Online and In-Person Workshops to Get More Paying Clients
Live Date:
July 27, 2020
Jim Blake, Founder of Bambiz Marketing
Presenter:
Jim Blake, Founder of Bambiz Marketing

Elder Law attorneys are in a unique position where their services benefit an at-risk sector of the population. It is essential that you continue marketing to your community and help those who need you now more than ever. During this presentation, special guest presenter Jim Blake of Bambiz Marketing discusses: Where your future clients are […]

Topics: Practice Building
Comparing MCA Strategies for a Single Person
Live Date:
June 17, 2020
Aaron Kempen
Presenter:
Aaron Kempen

In this installment of KrauseCAST, our Director of Business Development, Aaron Kempen, joins us to discuss the two primary Medicaid Compliant Annuity (MCA) strategies used for a single person: the Gift/MCA Plan and the Standalone MCA Plan. Aaron will discuss the Medicaid eligibility rules that govern the use of either strategy, the economic results of […]

Topics: MCA Planning
Drafting Effective Medicaid Protection Trusts
Live Date:
May 22, 2020
Valerie Peterson, J.D.
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 […]

Topics: MCA Planning Medicaid Rules
Planning with Annuities vs. Promissory Notes
Live Date:
April 21, 2020
Dale Krause, J.D., LL.M.
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 […]

Topics: MCA Planning Medicaid Rules
Fair Hearings 101
Live Date:
March 20, 2020
Scott Engstrom, J.D.
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 […]

Topics: Medicaid Rules Practice Building
Incorporating LTCI in Your Client’s Estate Plan
Live Date:
February 13, 2020
Tom Budenz, CMP, CLTC
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 […]

Topics: Estate Planning Proactive Planning
When to Purchase an MCA for the Institutionalized Spouse
Live Date:
December 13, 2019
Amy Beacham
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 […]

Topics: MCA Planning
Work, Interrupted
Live Date:
November 6, 2019
Steve Riley, J.D.
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.

Topics: Practice Building
How to Get More Clients Through Facebook
Live Date:
October 18, 2019
Nicole Nixon
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.

Topics: Practice Building