KrauseCAST Webinars

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 16, 2023

Presenter:
Lori Gubash, CLTC, FICF

Are your clients on the fence about whether or not to purchase long-term care insurance? Hear from Lori Gubash, CLTC, FICF, as she explores the key LTCI strategies every attorney should know. This webinar will explore the importance of planning for long-term care and more. Watch today!

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.

Live Date:
October 12, 2023

Presenter:
Dale Krause, J.D., LL.M.

Are you familiar with Medicaid Compliant Annuities (MCAs) but looking to take your knowledge up a level? This webinar is for you! Join Dale Krause, J.D., LL.M., as he explores the requirements of an MCA and breaks down our most popular planning strategy.

Live Date:
September 21, 2023

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.

Live Date:
September 14, 2023

Presenter:
Jim Wolverton, J.D.

Wondering how a Qualified Income Trust (QIT) can impact your client's Medicaid eligibility? Watch this session with Jim Wolverton, J.D., and learn essential knowledge and strategies to seamlessly integrate QITs into your client's Medicaid crisis plan.

Live Date:
August 22, 2023

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.

Live Date:
August 8, 2023

Presenter:
Thomas Krause, J.D.

Are you aware of the potential roadblock that a non-compliant annuity can create? Hear from Thomas Krause, J.D., as he discusses valuable insights into the complexities of non-compliant annuities and their impact on your clients' Medicaid plans.

Live Date:
August 1, 2023

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.