Jim Wolverton, J.D.
Director of Legal Education
If you need someone to help you break down a tricky legal question related to the complexities of Medicaid and long-term care, Jim is a reliable expert. Prior to joining the Krause Financial team, he ran his own law firm and served as the Director of Education for ElderCounsel. He’s also a member of the National Academy of Elder Law Attorneys (NAELA) and the Colorado, Utah, and Florida Bar Associations.
Currently, Jim leverages his background in legal education to speak at events around the country and teach attorneys how to implement estate planning and elder law tools into their practices. He’s a gifted communicator and a great creative partner, and he’s shown many attorneys how to use critical thinking to brainstorm outside-the-box solutions to complex problems.
Jim's Top Topics
- Insurance-based solutions for long-term care
- Implementing elder law tools into a legal practice
- How long-term care insurance works with your client’s estate plan
- Advanced case studies for LTCI or Medicaid Compliant Annuities
- How to approach Medicaid planning
See Jim in Action
Jim's Speaking Experience
- How to Navigate IRAs in Medicaid Planning | AAEPA
- Long-Term Care Insurance: What It Does, How It Works, and Understanding Strategies for Families Impacted by Disability | Special Needs Planning Symposium, American College
- Planning with MCAs: Best Practices and Tips for Success | Elder Law College
- Understanding Long-Term Care Insurance: What It Does, How It Works, and Who It’s For | Washington NAELA