KrauseCAST Webinars

On-Demand Webinars
The In Marriage QDRO
Live Date:
September 19, 2019
Stephanie Prestridge, J.D.
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 […]

Topics: Estate Planning Proactive Planning
The 3 Essentials to get your Practice to the Next Level
Live Date:
August 8, 2019
Dave Zumpano, Esq.
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!

Topics: Practice Building
Balancing VA Pension Benefits With Medicaid Planning
Live Date:
June 27, 2019
Valerie L. Peterson
Presenter:
Valerie L. Peterson

Sweeping changes to the VA eligibility rules brought new opportunities for planning and new challenges for elder law attorneys who represent wartime Veterans. Join ElderCounsel CEO Valerie Peterson, J.D., for a look at how the new eligibility rules for VA Pension impact Medicaid planning, and opportunities that exist as a result of the new VA rules.

Topics: Medicaid Rules
Successful Marketing Practices Every Elder Law Attorney Needs
Live Date:
May 31, 2019
Audrey Ehrhardt, Esq., CBC
Presenter:
Audrey Ehrhardt, Esq., CBC

As lawyers, we know that it is vitally important they stay invested in their local communities to continue to build the reputation and generate referrals. It is equally important, however, to make sure we are on the forefront of marketing trends that could impact us. The real question is: do you know what matters to your practice area? Do you know how to engage and motivate your audience to take action? Do you see consistent referrals from professionals and your client family?

Topics: Practice Building
Medicaid 101: Eligibility Rules and Regulations
Live Date:
May 23, 2019
Presenter:
Dale M. Krause, J.D., LL.M

In this KrauseCAST webinar, KFS President Dale M. Krause, J.D., LL.M. discusses Medicaid benefits for a married couple.

Topics: Medicaid Rules
Planning with the Institutionalized Spouse’s IRA
Live Date:
April 19, 2019
Presenter:
Dale M. Krause, J.D., LL.M

In this KrauseCAST webinar, KFS President Dale M. Krause, J.D., LL.M. discusses Medicaid benefits for a married couple.

Topics: MCA Planning
Advanced Planning for a Married Couple
Live Date:
December 13, 2018
Presenter:
Dale M. Krause, J.D., LL.M.

In this KrauseCAST webinar, KFS President Dale M. Krause, J.D., LL.M. discusses Medicaid benefits for a married couple.

Topics: MCA Planning
Medicaid Planning for a Single Person
Live Date:
November 9, 2018
Thomas Krause
Presenter:
Thomas Krause

Join Krause Financial Services VP of Sales and Marketing, Thomas Krause, J.D., as he steps through how to use an annuity when planning for a single Medicaid applicant. He discusses Medicaid program eligibility and how a properly-structured annuity tremendously helps clients. Tom also uses two realistic case studies to demonstrate these strategies in action and […]

Topics: MCA Planning
Long-Term Care Insurance
Live Date:
October 12, 2018
Dale Krause
Presenter:
Dale Krause

Join our President and CEO Dale M. Krause, J.D., LL.M., as he discusses the importance of pre-planning for long-term care needs using Long-Term Care insurance (LTCi). Using his personal LTCi policies as examples in the webinar, Dale discuss the basics of the product, how to determine what the best choice is for your clients, and […]

Topics: Estate Planning Proactive Planning