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Advanced Medicaid Compliant Annuity Case Studies: How to Navigate Unique Scenarios and Case Facts

June 3, 2025
12 PM CDT
1.0 Credit
Register Now
About This Webinar:

Tune in for a special CLE* session featuring Jim Wolverton, J.D.!

Many elder law attorneys are familiar with the basics of Medicaid Compliant Annuities as a spend-down tool in crisis Medicaid planning. However, not every client fits the mold of a typical community spouse or single person gifting case.

Join us for an in-depth session exploring advanced case studies using this essential tool and the Medicaid regulations that influence these strategies.

We will examine:

  • Scenarios for both married couples and single clients, including spend-down approaches when both spouses are applying for Medicaid
  • How to handle a client already on Medicaid who receives a lump sum, such as an inheritance
  • When to implement gifting strategies for a community spouse

Attendees will gain a deeper understanding of how Medicaid Compliant Annuities can be used to help their clients in both traditional and unique scenarios.

Don’t miss this essential insight—reserve your spot now!

*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.

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