KrauseCAST Webinars

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 […]

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, […]