KrauseCAST Webinars

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:
August 8, 2024

Presenter:
Damon Wenig, MBA, CFSP

Attorneys work hard to ensure their clients’ assets are protected; however, the cost of a funeral is often overlooked as something that should be planned for. In this webinar, Damon Wenig explores common products and strategies your clients can use to proactively set aside funds for their funerals.

Live Date:
July 25, 2024

Presenter:
Jim Wolverton, J.D.

Hear from Jim Wolverton, J.D., as he outlines and analyzes elder law cases that impact the industry, your practice, and your 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 18, 2024

Presenter:
Aaron Kempen

Crisis Medicaid planning for a married couple can be complex, even more so when you're dealing with an institutionalized couple and both spouses are seeking benefits. Hear from Aaron Kempen as he shares how to preserve assets and accelerate Medicaid eligibility using the Double Gifting Plan!

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 21, 2024

Presenter:
Don Levin, J.D., MPA, CLTC

Long-term care insurance is a versatile tool that can help clients bulletproof their estate plans; however, many attorneys are unfamiliar with how it works or how they can best incorporate it into their practice. Hear from Don Levin, J.D., MPA, CLTC, as he explores LTCI from the attorney’s perspective!

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!