KrauseCAST Webinars

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!

Live Date:
February 20, 2024

Presenter:
Brenna Galvin

This special CLE session featuring elder law attorney Brenna Galvin covers the life care planning model in elder law and how it can help you provide more holistic services to your clients while increasing revenues. Watch today!

Live Date:
January 25, 2024

Presenter:
Rachel Baer, Esq.

During this exclusive CLE session, Rachel Baer, Esq., of Commonwealth Community Trust discusses how estate planning is impacted for your client when an unforeseen disability occurs and how to handle the situation.

Live Date:
December 14, 2023

Presenter:
Jim Wolverton, J.D.

It can be challenging to figure out where to start when it comes to adding a new practice area to your firm. Hear from Jim Wolverton, J.D., as he explores the first steps attorneys can take to learn the basics of Medicaid planning.

Live Date:
November 29, 2023

Presenter:
Lori Pulvermacher

During this exclusive CLE webinar, hear from Lori Pulvermacher, Practice Advisor at Atticus, as she delves into the world of billing in crisis Medicaid planning, including hourly, flat fee, and hybrid models.

Live Date:
November 3, 2023

Presenter:
Barron K. Henley, Esq.

Addressing security within your office is only half the battle. Unfortunately, your clients often don't know how to protect their own data, and security is definitely a team sport. Learn how to discuss these issues with your clients during this ethics CLE session.