Add a New Practice Area! Medicaid Planning

February 4, 2025
12 PM CST
1.0 Credit
Register Now
About This Webinar:

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

If you’re an elder law or estate planning attorney, you know the importance of assisting senior clients with planning for long-term care. Adding Medicaid planning to your practice can help!

In this session, Jim will cover the basics of the Medicaid program and what you need to know about identifying proactive and crisis planning situations.

He’ll also share how a properly structured estate plan and an irrevocable trust can help clients that are looking to plan ahead. Plus, learn how a Medicaid Compliant Annuity can help in cases where a client is already in a nursing home and how it conforms with the Deficit Reduction Act of 2005.

During the live webinar, we will discuss:

  • An introduction to Medicaid eligibility
  • The definition and requirements of a Medicaid Compliant Annuity
  • Illustrations for how the MCA accelerates eligibility for long-term care Medicaid benefits

Gain valuable insights and tools to better serve your clients. Save your spot today!

*1.0 hour standard CLE credit pending

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About the Presenter:
Jim Wolverton, J.D.

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.

Learn how working with Krause can empower your practice.

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