$300 to Register
August 13, 2026
11:00 AM - 3:00 PM CDT
3 Credits* (varies by state)
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About This Virtual Seminar:

Are you ready to incorporate Medicaid planning into your practice and not sure where to begin? Join us for a live, 4-hour workshop designed to equip you with the knowledge and resources to hit the ground running!

During our training event, you'll learn
  • The basics of Medicaid eligibility
  • Asset preservation strategies for crisis Medicaid planning
  • Practical strategies for adding Medicaid planning to your practice and finding clients

With a base of Medicaid knowledge, comprehensive course kit, and CLE credit*, you’ll walk away from this educational seminar with the knowledge and tools you need to enhance your practice and take on Medicaid planning with confidence.

*See CLE credit availability by state. Note this training is not recommended for attorneys practicing in CA or NY.

 

This Seminar Starts In:

Join Our Live Seminar

If you're looking to explore the ins and outs of Medicaid planning, register for our upcoming virtual seminar. Your enrollment gives you access to course materials for the event, equipping you with the tools you need. You don't want to miss out on this essential educational opportunity. Reserve your spot today!

Medicaid Planning 101 Course Kit
The live training includes:
  • A base of Medicaid knowledge
  • Course kit with program materials
  • Case studies using real-life examples
  • Live Q&A session with the presenters
Meet Your Presenters
Aaron Kempen

Aaron Kempen

Senior Relationship Manager,
Krause Financial
A seasoned expert on helping new attorneys master the Medicaid field, Aaron has advised on thousands of planning cases.
Jim Wolverton, J.D.

Jim Wolverton, J.D.

Director of Fiduciary Education,
True Link Financial
Jim is an experienced attorney who advises on tools and strategies to solidify any estate plan, from proactive to crisis situations.
Jackie Collins, J.D.

Jackie Collins, J.D.

Attorney, Elder Law Connection

Jackie is a practicing elder law attorney who also serves as a trainer and mentor to fellow attorneys looking to add elder law and Medicaid planning to their practices.

Event Agenda

11:00 AM

Seminar Begins

  • Introductions and General Seminar Info
11:30 AM

Presentations

  • Introduction to the Medicaid Program
  • Asset Requirements
  • Income Requirements
  • Divestment Rules
12:45 PM

Break

1:00 PM

Presentation Resumes

  • Medicaid Compliant Annuities
  • Crisis Planning Case Studies
  • Getting Started in the Elder Law Industry
  • Prospecting Strategies for Crisis Planning Clients
2:45 PM

Questions and Final Remarks

3:00 PM

Adjourn

(Agenda times may vary slightly)

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Testimonials

  • The binder with resource material that was given to attendees is incredible. It is super helpful to have that information and we will absolutely use it. —Colorado Attendee
  • Speakers, presentations, and materials were first rate...I thoroughly enjoyed, and more important, learned from the presentations. —New Jersey Attendee
  • Engaging and knowledgeable speakers. —Massachusetts Attendee

Don't miss this exclusive training opportunity to enhance your practice and take on Medicaid planning with confidence.

Register Now