When dealing with a married couple in crisis Medicaid planning, it is easy to assume using a Medicaid Compliant Annuity in the name of the community spouse is the best option. However, you may be missing out on key opportunities to save your clients even more money. In this presentation, our President and CEO, Dale […]
LegalZoom and other tech companies are building legal products for the masses. How can the legal community participate in this online legal market and provide a better service to consumers? Find out when you register for this special on-demand session with guest presenter Dorna Moini, CEO and co-founder of Documate!
You already know both Medicaid Compliant Annuities and promissory notes can be used as spend-down tools in crisis Medicaid planning. In fact, many attorneys believe these products serve a nearly identical purpose—but, do they really? In this webinar, our President and CEO, Dale Krause, J.D., LL.M. will discuss the differences between a Medicaid Compliant Annuity […]
Join us for a special guest edition of KrauseCAST featuring Scott Solkoff of Elder Law College! As America’s population ages, and your client base grows, you will run into the question of incapacity. In this presentation, Scott will discuss what lawyers need to know about evaluating and dealing with incapacity in clients.
Attorneys are often called on during crisis planning. This webinar is meant to expand the conversation for lawyers and their clients before a crisis occurs. Opening the three doors that take into account others who are impacted by a long-term care crisis allows the attorney to expand the conversation to targeted planning and precise preparation that can minimize any crisis.
A new year means new Medicaid planning figures! Join our Marketing and Communications Director, Amy Beacham, as she walks you through our most popular planning tool for attorneys and their staff – the Medicaid Desk Reference. The Desk Reference gives you a snapshot of the most important Medicaid planning figures in your state, but do […]
How does a Medicaid Compliant Annuity work as a spend-down tool? Does the strategy differ between married couples and single people? How do I structure the annuity? Whether you’ve been working in the industry for years or you’re just now discovering the opportunity crisis Medicaid planning holds for your practice, these are questions you may […]
Join us for a special guest presentation from ElderCounsel’s Jim Wolverton, J.D. and Hilary Johnson, MBA! You know marketing is an important element of your law firm’s business plan but how do you manage all the moving parts? Posting relevant content, maximizing SEO, keeping your website current, managing ad campaigns…it can be overwhelming. But having […]
Attorneys know better than anyone how an unexpected long-term care event can completely derail a senior’s estate plan, but trying to explain the value of Long-Term Care Insurance can be a tough conversation. But don’t worry—we’re here to help. In honor of October’s Long-Term Care Planning Month, we’re bringing you a special edition of KrauseCAST […]