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 […]
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 […]
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 […]
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 […]
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 […]
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 […]