KrauseCAST Webinars

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 […]

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 […]