KrauseCAST Webinars

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.

Live Date:
July 11, 2023

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

Interested in exploring the dynamic collaboration between long-term care insurance (LTCI) and Medicaid to provide a comprehensive estate plan? Hear from our Strategic Relations Director, Don Levin, J.D., MPA, CLTC, as he breaks down LTCI state partnership policies. Discover how these policies serve as a valuable tool to enhance your clients’ asset preservation strategy in […]

Live Date:
June 27, 2023

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.

Live Date:
June 13, 2023

Presenter:
Aaron Kempen

Are you interested in learning more about how you can better protect the assets of your married clients? Hear from Aaron Kempen, Senior Relationship Manager, as he presents on how using a Medicaid Compliant Annuity could help your married clients save money from the high cost of a long-term care stay. During the presentation, Aaron […]

Live Date:
June 8, 2023

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.

Live Date:
May 18, 2023

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

Are you curious about how a Medicaid Complaint Annuity (MCA) can be used to protect your single client’s assets from Medicaid? Hear from President and CEO, Dale Krause, J.D., LL.M., as he outlines what you need to know about the two primary planning strategies used for a single person: the Gift/MCA Plan and the Standalone […]