Webinar Registration

Medicaid Planning Basics: Crisis Planning for Married Couples

October 8, 2024
12:00PM - 1:00PM CDT
FREE for all members
CLE 1.0 CLE
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ABOUT THIS WEBINAR:

Join us for a special complimentary CLE* session featuring Jim Wolverton, J.D.!

If you are an elder law or estate planning attorney assisting senior clients with long-term care planning, it is essential to understand Medicaid planning concepts.

In this session, we will cover how to approach a case when a married couple is looking to qualify for Medicaid benefits as quickly as possible using a Medicaid Compliant Annuity.

We will discuss:

  • The Medicaid eligibility rules related to the strategies
  • The economic results of the strategies covered
  • How to choose which strategy is best suited for your married client’s unique situation

This webinar will also feature a side-by-side comparison of the plans in action, case studies, and time allotted to ask questions to the presenter. Save your spot for this free session!

 

*1.0 hour standard CLE credit pending

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Jim Wolverton, J.D.

MEET THE PRESENTER

Jim Wolverton, J.D.

Director of Legal Education

Jim is responsible for creating, curating, and promoting high-quality content related to the estate planning and elder law industry. Prior to joining Krause, Jim ran his own law firm and was the Director of Education at ElderCounsel, providing him with vital experience educating attorneys and helping them easily implement elder law tools into their practice. Jim is based in Denver and is a member of NAELA as well as the Colorado, Utah, and Florida Bar Associations.

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