KrauseCAST Webinars

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 […]

Live Date:
September 13, 2022

Presenter:
Eric Cooperstein

Join attorney Eric Cooperstein for this in-depth CLE session! In this webinar, we will compare flat fees and hourly retainers, along with discussing the ethics and best practices for using both types of fees. No matter how long you have been practicing law, this is a must-see session!

In this session, Senior Relationship Manager Aaron Kempen brings his 10+ years of Medicaid expertise to discuss the two primary Medicaid Compliant Annuity (MCA) strategies used for a single person: the Gift/MCA Plan and the Standalone MCA Plan. Aaron will discuss: The Medicaid eligibility rules related to the use of either strategy The economic results […]

Live Date:
July 21, 2022

Presenter:
Shirley Gallant

Helping aging adult clients prepare for the complex legal issues they will face in the late stages of life presents ethical issues every attorney must be aware of. In this session, hear from elder law attorney Shirley Gallant as she identifies these ethical issues and discusses how to avoid the pitfalls they create for you and your client.

Washington state is the first to enact a mandatory payroll tax to fund a public long-term care insurance program, but it won’t be the last. In this KrauseCAST webinar, our National LTCI Director, Lori Gubash, CLTC, FICF, covers the current status of the WA Cares Fund, what it means for clients thinking about long-term care, […]

Live Date:
May 19, 2022

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

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 […]

Live Date:
April 26, 2022

Presenter:
Dorna Moini

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!

Live Date:
March 22, 2022

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

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 […]