KrauseCAST Webinars

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 […]

Concerned about what to do if your client's Medicaid application is denied? Hear from Scott Engstrom, J.D., as he outlines the fair hearing process from start to finish and what attorneys should expect. He will also cover common reasons for a denial, best practices, and more!

In light of the Dermody decision, Massachusetts practitioners may be seeking alternative solutions to using annuities in their crisis MassHealth planning cases. Join Hyman G. Darling, J.D., Scott Engstrom, J.D., and Aaron Kempen as they discuss how using a short-term annuity can decrease the risk of estate recovery.

Interested in adding crisis Medicaid planning to your practice? Learn the basics of Medicaid planning with Aaron Kempen as he reviews the program's eligibility requirements, income and asset regulations, and more!

Live Date:
March 7, 2023

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!

Have you considered discussing Long-Term Care Insurance with your clients but don't know where to begin? Join National LTCI Director Lori Gubash, CLTC, FICF, and Don Levin, J.D., MPA, CLTC, as they explore how to partner with Krause and build a relationship with one of our LTCI specialists.

Live Date:
January 26, 2023

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.