KrauseCAST Webinars

On-Demand Webinars
How Funeral Expense Trusts Add Value to Your Practice
Live Date:
April 18, 2024
Damon Wenig, MBA, CFSP
Presenter:
Damon Wenig, MBA, CFSP

As an estate planning and elder law attorney, you often encounter clients needing to conduct funeral preplanning. Hear from Damon Wenig, MBA, CFSP, as he discusses the Funeral Expense Trust and how it could help you streamline the process for your client and your firm.

Topics: Estate Planning Funeral Expense Trust MCA Planning
Retirement Benefits and Medicaid Crisis Planning: Part 1
Live Date:
April 9, 2024
Mark Munson, CELA
Presenter:
Mark Munson, CELA

During Part 1 of this series, hear from Mark Munson, CELA, as he helps you understand the types of retirement accounts you will encounter during crisis Medicaid planning. Watch today and learn how to properly advise your clients!

Topics: CLE Elder Law MCA Planning Medicaid Rules
Medicaid Planning Basics: The Financial Requirements of Income and Assets
Live Date:
March 19, 2024
Jim Wolverton, J.D.
Presenter:
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 concepts related to resources and income. Learn the basics of Medicaid's financial requirements during this session!

Topics: CLE Elder Law Practice Building
IRAs and MCAs: How to Handle Your Client’s Retirement Account in Crisis Medicaid Planning
Live Date:
March 12, 2024
Aaron Kempen
Presenter:
Aaron Kempen

It's no secret that IRAs are some of the trickiest assets to deal with during the crisis Medicaid planning process. That's where a Medicaid Compliant Annuity can help. Hear from Aaron Kempen as he discusses how to fund an IRA into an MCA!

Topics: MCA Planning Medicaid Rules
Life Care Planning: A Fresh Approach to Elder Law
Live Date:
February 20, 2024
Brenna Galvin
Presenter:
Brenna Galvin

This special CLE session featuring elder law attorney Brenna Galvin covers the life care planning model in elder law and how it can help you provide more holistic services to your clients while increasing revenues. Watch today!

Topics: CLE Elder Law Practice Building
Proactive Quality of Life Planning
Live Date:
February 8, 2024
Ann Koerner, RN, BSN, CRRN
Presenter:
Ann Koerner, RN, BSN, CRRN

This special guest edition of KrauseCAST features Ann Koerner, Founder and CEO of National Care Advisors. During the session, Ann guides attendees through the proactive creation of Quality of Life Plans.

Topics: Estate Planning
The Intersection of Estate Planning and the Unexpected Disability
Live Date:
January 25, 2024
Rachel Baer, Esq.
Presenter:
Rachel Baer, Esq.

During this exclusive CLE session, Rachel Baer, Esq., of Commonwealth Community Trust discusses how estate planning is impacted for your client when an unforeseen disability occurs and how to handle the situation.

Topics: CLE Estate Planning Special Needs Trust
Navigating the 2024 Medicaid Desk Reference
Live Date:
January 18, 2024
Thomas Krause, J.D.
Presenter:
Thomas Krause, J.D.

New year, new desk reference! Hear from Thomas Krause, J.D., as he explores one of our most popular resources—the Medicaid desk reference. During the session, we will discuss how you can use this resource as an essential tool in your practice.

Topics: MCA Planning Practice Building
New Year – New Practice Area: Medicaid Planning
Live Date:
December 14, 2023
Jim Wolverton, J.D.
Presenter:
Jim Wolverton, J.D.

It can be challenging to figure out where to start when it comes to adding a new practice area to your firm. Hear from Jim Wolverton, J.D., as he explores the first steps attorneys can take to learn the basics of Medicaid planning.

Topics: CLE MCA Planning Medicaid Rules