KrauseCAST Webinars

Live Date:
October 20, 2020

Presenter:
Aaron Kempen

Don’t miss our next KrauseCAST webinar where our Sr. Relationship Manager, Aaron Kempen, dives into one of our most advanced planning strategies: accelerating Medicaid eligibility for two spouses in a nursing home. During this webinar, Aaron will cover the different eligibility rules that apply when both spouses are institutionalized, how an MCA can help, and […]

Live Date:
September 15, 2020

Presenter:
Tom Budenz, CLTC

Join our Long-Term Care Insurance Advisor, Tom Budenz, CLTC, as he goes in-depth on how attorneys can leverage advanced LTCI strategies for their senior clients. You may be familiar with the basics of this product, but now it’s time to take that knowledge to the next level. Tom will go into detail on three critical […]

Live Date:
August 12, 2020

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

Join our President and CEO, Dale Krause, J.D., LL.M., as he explores a unique Medicaid Compliant Annuity planning strategy: the “Name on the Check Rule.” This is a strategy attorneys like you can use to your client’s advantage in protecting their retirement accounts during the Medicaid spend-down process. Dale will discuss how the rule works, […]

Live Date:
July 27, 2020

Presenter:
Jim Blake, Founder of Bambiz Marketing

Elder Law attorneys are in a unique position where their services benefit an at-risk sector of the population. It is essential that you continue marketing to your community and help those who need you now more than ever. During this presentation, special guest presenter Jim Blake of Bambiz Marketing discusses: Where your future clients are […]

Live Date:
June 17, 2020

Presenter:
Aaron Kempen

In this installment of KrauseCAST, our Director of Business Development, Aaron Kempen, joins us 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 that govern the use of either strategy, the economic results of […]

Live Date:
May 22, 2020

Presenter:
Valerie Peterson, J.D.

Join us for a special guest edition of our KrauseCAST webinar series. ElderCounsel’s CEO, Valerie Peterson, J.D. joins us to discuss an important long-term care pre-planning tool for your senior clients: the Medicaid Asset Protection Trust ® (MAPT). There are numerous design choices when drafting an irrevocable trust for Medicaid eligibility purposes, some of which […]

Live Date:
April 21, 2020

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

Have you ever wondered how a Medicaid Compliant Annuity compares to a promissory note? With these two Medicaid planning tools containing similar attributes, it can be hard to keep them straight. Join Krause Financial Services’ President and CEO, Dale Krause, J.D., LL.M., as he takes a deep dive into using a Medicaid Compliant Annuity versus […]

Live Date:
March 20, 2020

Presenter:
Scott Engstrom, J.D.

Join Krause Financial Services Corporate Counsel Scott Engstrom, J.D. as he walks through the Fair Hearing process for Medicaid denials. He’ll discuss what to expect with a Medicaid denial, common reasons for a denial, and advice for success should the denial result in a Fair Hearing. Scott will also provide additional information on the support […]

Live Date:
February 13, 2020

Presenter:
Tom Budenz, CMP, CLTC

Join our in-house Long-Term Care Insurance expert for a look at how to incorporate LTCI into your practice. Tom Budenz, CMP, CLTC, will discuss unique strategies to help your senior clients solidify their estate plan through a custom-tailored LTCI plan. Plus, Tom will walk you through some of our most commonly-asked questions: What’s the difference […]