KrauseCAST Webinars

On-Demand Webinars
Proactive Quality of Life Planning
Live Date:
February 8, 2024
Ann Koerner, RN, BSN, CRRN
Presenter:
Ann Koerner, RN, BSN, CRRN

This special guest edition of KrauseCAST features Ann Koerner, Founder and CEO of National Care Advisors. During the session, Ann guides attendees through the proactive creation of Quality of Life Plans.

Topics: Estate Planning
The Intersection of Estate Planning and the Unexpected Disability
Live Date:
January 25, 2024
Rachel Baer, Esq.
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.

Topics: CLE Estate Planning Special Needs Trust
Navigating the 2024 Medicaid Desk Reference
Live Date:
January 18, 2024
Thomas Krause, J.D.
Presenter:
Thomas Krause, J.D.

New year, new desk reference! Hear from Thomas Krause, J.D., as he explores one of our most popular resources—the Medicaid desk reference. During the session, we will discuss how you can use this resource as an essential tool in your practice.

Topics: MCA Planning Practice Building
New Year – New Practice Area: Medicaid Planning
Live Date:
December 14, 2023
Jim Wolverton, J.D.
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.

Topics: CLE MCA Planning Medicaid Rules
Billing for Success: Hourly vs. Flat Fee in Legal Services
Live Date:
November 29, 2023
Lori Pulvermacher
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.

Topics: CLE Practice Building
End-of-Year LTCI Strategies for Clients
Live Date:
November 16, 2023
Lori Gubash, CLTC, FICF
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!

Topics: Long-Term Care Insurance
How to Discuss Security with Your Estates and Trusts Clients
Live Date:
November 3, 2023
Barron K. Henley, Esq.
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.

Topics: CLE Estate Planning Ethics
Planning with MCAs: Best Practices and Tips for Success
Live Date:
October 12, 2023
Dale Krause, J.D., LL.M.
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.

Topics: MCA Planning Medicaid Rules
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