KrauseCAST Webinars

On-Demand Webinars
Representing Clients with Diminished Capacity
Live Date:
September 21, 2023
Chasity Sharp Grice
Presenter:
Chasity Sharp Grice

Elder law and estate planning attorneys know the realities of working with aging clients, but what happens if the individual you represent is no longer able to make clear decisions? Hear from guest presenter Chasity Sharp Grice as she discusses representing clients with diminished capacity during this ethics CLE session.

Topics: CLE Estate Planning Ethics
Planes, Trains, and Automobiles: Dealing With Atypical Assets in an Estate Administration
Live Date:
August 22, 2023
Tara Faquir
Presenter:
Tara Faquir

As your clients diversify their investment portfolios, there is an increasing likelihood they may accumulate assets that are hard to value. Hear from guest presenter Tara Faquir, co-founder and Chief Operating Officer of Trustate, as she discusses how to deal with atypical assets during an estate administration.

Topics: CLE Estate Planning
The Why and How of Annual Maintenance Programs: The Secret to Implementing a Program You AND Your Clients Love
Live Date:
August 1, 2023
Catherine Hammond
Presenter:
Catherine Hammond

Attracting new clients and making a deep impact on the lives of your current clients can be challenging. Hear from attorney Catherine Hammond as she discusses how annual maintenance programs benefit both your law firm and your clients.

Topics: CLE Practice Building
A New Generation of Ethical Issues: The Impact of ChatGPT and AI Generative Technologies
Live Date:
June 27, 2023
Eric Cooperstein
Presenter:
Eric Cooperstein

Hear from guest presenter Eric Cooperstein for a special CLE session on how ChatGPT and AI will impact the legal profession. Eric discusses issues around lawyer competency, the unauthorized practice of law, the future of lawyering, and more.

Topics: CLE Ethics Practice Building
Subscription Drafting Systems vs. Automating Your Own Documents
Live Date:
June 8, 2023
Barron K. Henley, Esq.
Presenter:
Barron K. Henley, Esq.

In comparing sophisticated subscription drafting systems with automated documents, which is better? This guest CLE session with Barron K. Henley, Esq., outlines the pros, cons, costs, and benefits of each approach so you can make an informed decision for your practice.

Topics: CLE Practice Building
Making HEMS Human
Live Date:
March 7, 2023
Peter Wall
Presenter:
Peter Wall

Drafting attorneys and fiduciaries often have differing definitions of "Health, Education, Maintenance, and Support" (HEMS) discretionary distribution provisions contained in trusts. Learn more about this topic during this on-demand CLE webinar featuring Peter Wall of True Link Financial!

Topics: CLE Estate Planning Special Needs Trust
Funding Long-Term Care with Reverse Mortgages: Why More Elder Care Attorneys Are Recognizing the Benefits
Live Date:
January 26, 2023
Stephen Pepe, J.D.
Presenter:
Stephen Pepe, J.D.

Did you know that homeowners age 62 and older own over $11.5 trillion in home equity? Join guest presenter Stephen Pepe, J.D., as he discusses how reverse mortgages can be a viable funding source for your clients' long-term care.

Topics: CLE Reverse Mortgages
A Roadmap of Income Taxes for Special Needs Trusts
Live Date:
December 7, 2022
Hyman Darling
Presenter:
Hyman Darling

Join Hyman G. Darling, Esq., of Bacon Wilson, P.C., for an in-depth CLE session! In this webinar, Hyman lays out the roadmap of income tax considerations for special needs trusts. Learn why the type of trust affects how to prepare your clients' return, basic tax forms you need to consider, and more!

Topics: CLE Special Needs Trust
Have I Got A Deal for You: Flat Fees vs. Hourly Retainers
Live Date:
September 13, 2022
Eric Cooperstein
Presenter:
Eric Cooperstein

Join attorney Eric Cooperstein for this in-depth CLE session! In this webinar, we will compare flat fees and hourly retainers, along with discussing the ethics and best practices for using both types of fees. No matter how long you have been practicing law, this is a must-see session!

Topics: CLE Ethics