KrauseCAST Webinars

On-Demand Webinars
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
Breaking Down Funeral Contracts for Medicaid
Live Date:
September 23, 2021
Dale Krause, J.D., LL.M.
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 […]

Topics: Estate Planning Proactive Planning
How to Handle Non-Compliant Annuities
Live Date:
August 24, 2021
Thomas Krause, J.D.
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 […]

Topics: MCA Planning Medicaid Rules
The Intersection of Estate Planning and Crypto
Live Date:
July 14, 2021
Matthew McClintock, J.D.
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 […]

Topics: Estate Planning Practice Building
Back to the Basics of Medicaid Planning
Live Date:
May 18, 2021
Aaron Kempen
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 […]

Topics: MCA Planning Medicaid Rules
Top 3 Strategies to Deal with an Institutionalized Spouse’s IRA
Live Date:
April 20, 2021
Dale Krause, J.D., LL.M.
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 […]

Topics: MCA Planning
E-Lawyering in 2021
Live Date:
April 9, 2021
Dorna Moini
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.

Topics: CLE Practice Building
Assessing Capacity and Accommodating Diminished Capacity Clients (Part 2)
Live Date:
February 17, 2021
Charles P. Sabatino
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 […]

Topics: Estate Planning Practice Building