KrauseCAST Webinars

Live Date:
September 23, 2021

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

One of the most popular spend-down tools for Medicaid is a funeral contract which sets asides funds for the owner’s end-of-life expenses while protecting those assets from the nursing home. But, did you know not all funeral contracts are the same? In this KrauseCAST webinar, our President and CEO, Dale Krause will discuss: The different […]

Live Date:
August 24, 2021

Presenter:
Thomas Krause, J.D.

Have you ever encountered a senior client whose old annuity prevented their Medicaid eligibility? Register for our next installment of KrauseCAST now to learn how to handle this common situation! In this webinar, our Vice President, Thomas Krause, J.D., will take a deep dive into how existing annuities can impact crisis planning and the solutions […]

Live Date:
July 14, 2021

Presenter:
Matthew McClintock, J.D.

Join us for a special guest edition of KrauseCAST featuring Matthew McClintock, J.D., of Evergreen Legacy Planning LLP! Mainstream interest in cryptoasset markets exploded in 2021. Bitcoin and many other cryptoassets increased more than tenfold over the past 12 months and NFTs (non-fungible tokens) went from little-known niche to a regular topic in social media […]

Live Date:
May 18, 2021

Presenter:
Aaron Kempen

Are you new to crisis Medicaid planning? Are you an experienced planner looking for a refresher? Either way, we’ve got you covered. Join our Director of Business Development, Aaron Kempen, as he takes us back to the basics of Medicaid. In this one-hour webinar, Aaron will cover: The program’s basic eligibility requirements Income and asset […]

Live Date:
April 20, 2021

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

If you live in a state where IRAs and retirement accounts are countable assets, you know just how frustrating it can be to advise a client on how to handle that account in the crisis Medicaid planning process—especially when it’s owned by the institutionalized spouse. If you’re ready for a solution, join our President and […]

Live Date:
April 9, 2021

Presenter:
Dorna Moini

In this webinar, Dora Moini, Documate CEO & Co-Founder, covers online activities to foster attorney-client relationships, disclaimers to include on consumer-facing tools, and the UPL issues that may arise if you're building and selling your tech with non-lawyers. She also walks through how you can create your own better version of LegalZoom.

Live Date:
February 17, 2021

Presenter:
Charles P. Sabatino

KrauseCAST is bringing you a special, two-part series on diminished capacity that any lawyer who works with older clients and individuals with disabilities won’t want to miss. Krause Legal Affairs Advisor Andrea Gage-Michaels will be joined by Charles P. Sabatino, the director of the American Bar Association’s Commission on Law and Aging. Sabatino, a past […]

Live Date:
December 15, 2020

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

Nothing can derail a Medicaid plan worse than an unexpected delay. One way to avoid a setback is to understand the intricacies of planning with tricky assets like retirement accounts and non-qualified annuities. In this KrauseCAST webinar, our President and CEO will explore how to fund these kinds of assets into a Medicaid Compliant Annuity. […]

Live Date:
November 17, 2020

Presenter:
Andrea Gage-Michaels J.D., M.D.R. and Charlie Sabatino, J.D.

Watch part one of our two-part series on diminished capacity that any lawyer who works with older clients and individuals with disabilities won’t want to miss. Krause Legal Affairs Advisor Andrea Gage-Michaels will be joined by Charles P. Sabatino, the director of the American Bar Association’s Commission on Law and Aging. Sabatino, a past NAELA […]