KrauseCAST Webinars

On-Demand Webinars
When to Purchase an MCA in the Institutionalized Spouse’s Name
Live Date:
May 19, 2022
Dale Krause, J.D., LL.M.
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 […]

Topics: MCA Planning
Turbo-Estate: Build & Scale an Online Legal Product in 2022
Live Date:
April 26, 2022
Dorna Moini
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!

Topics: CLE Practice Building
What’s the Difference? Medicaid Compliant Annuities vs. Promissory Notes
Live Date:
March 22, 2022
Dale Krause, J.D., LL.M.
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 […]

Topics: MCA Planning Promissory Notes
Evaluating and Dealing with Incapacity
Live Date:
March 4, 2022
Presenter:
Scott Solkoff

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.

Topics: Estate Planning Incapacity
The Three Unopened Doors of Long-Term Care Conversations: Why Elder Lawyers Have the Key
Live Date:
February 10, 2022
Cathy Sikorski, Esq.
Presenter:
Cathy Sikorski, Esq.

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.

Topics: CLE Estate Planning Practice Building Proactive Planning
How to Use Your 2022 Desk Reference
Live Date:
January 19, 2022
Amy Beacham
Presenter:
Amy Beacham

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 […]

Topics: MCA Planning Practice Building
The Basics of Medicaid Compliant Annuity Planning
Live Date:
December 9, 2021
Dale Krause, J.D., LL.M.
Presenter:
Dale Krause, J.D., LL.M.

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 […]

Topics: MCA Planning
The Importance of an Integrated Marketing Strategy
Live Date:
November 12, 2021
Jim Wolverton and Hilary Johnson
Presenter:
Jim Wolverton and Hilary Johnson

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 […]

Topics: Practice Building
How to Talk About Long-Term Care Insurance with your Clients
Live Date:
October 21, 2021
Lori Gubash, CLTC, FICF
Presenter:
Lori Gubash, CLTC, FICF

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 […]

Topics: Estate Planning Proactive Planning