Medicaid Planning Basics: Crisis Planning for Single Clients

August 13, 2024
1.0 Credit
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About This Webinar:

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

If you are an elder law or estate planning attorney assisting senior clients with long-term care planning, it is essential to understand Medicaid planning concepts.

In this session, we will cover how to approach a case when an unmarried person is looking to qualify for Medicaid benefits as quickly as possible using a Medicaid Compliant Annuity.

We will discuss:

  • The Medicaid eligibility rules related to the strategies
  • The economic results of the strategies covered
  • How to choose which strategy is best suited for your client’s unique situation

This webinar will also feature a side-by-side comparison of the plans in action, case studies, and time allotted to ask questions to the presenters. Save your spot for this free session!

*1.0 hour standard CLE credit pending

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About the Presenters:
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.

Aaron Kempen

Aaron Kempen

Senior Relationship Manager

As Senior Relationship Manager, Aaron’s main priority is to help new and prospective attorneys find a streamlined solution for their crisis Medicaid planning cases. Aaron has several years of experience working with estate planning and elder law attorneys and helping them utilize Medicaid Compliant Annuities as well as our other products and services to benefit their clients.

Learn how working with Krause can empower your practice.

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