KrauseCAST Webinars

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.

Live Date:
January 17, 2023

Presenter:
Thomas Krause, J.D.

Looking for an easy guide that allows you to quickly reference all of the updated Medicaid planning figures? Then you’ll want to join our Vice President of Sales and Marketing, Thomas Krause, J.D., for this session as he walks through the key updates you need to know about on this year’s Medicaid Desk Reference. In […]

Live Date:
December 15, 2022

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

Is the risk of your client having to liquidate their IRA causing you to second guess their Medicaid planning? In this session, Dale Krause, J.D., LL.M., discusses how senior clients can protect their IRAs from liquidation while still accelerating their eligibility for Medicaid benefits. Dale will discuss the consequences of liquidating an IRA, how your […]

Live Date:
December 7, 2022

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!

Live Date:
November 15, 2022

Presenter:
Valerie Peterson, J.D.

Watch this special guest edition of KrauseCAST featuring Valerie Peterson, J.D., CEO of ElderCounsel! Wartime veterans and their surviving spouses can be eligible for over thousands per year in improved pension benefits from the Veterans Administration (VA) to help offset long-term care costs. In recent years, the VA has made the rules much clearer on […]

Live Date:
October 19, 2022

Presenter:
Thomas Krause, J.D.

A non-compliant annuity can derail your client’s plan for Medicaid eligibility. Unfortunately, it’s more common than you think, so if you haven’t encountered this situation yet…you probably will soon! But don’t worry—we can help. Join our Vice President, Thomas Krause, J.D., as he discusses how an existing annuity can impact your client’s crisis plan for […]