Krause Financial

Estate recovery is often a concern for clients seeking elder law advice. While it's an important aspect of Medicaid planning, misconceptions exist. Here's what attorneys need to know to guide their clients effectively.

Estate Recovery: A Critical Aspect of Medicaid Planning - Krause Financial The aspect of estate recovery is often a significant concern for clients seeking advice from elder law attorneys.

Clearly defining what assisted living is could lead to improvements in the industry and better care for your client. Learn more during National .

Toward a common definition of assisted living As part of its ongoing national collaborative to further the well-being of those who live and work in assisted living, the Center for Excellence in Assisted Living has released a definition of assisted living communities.

Be sure to tune in tomorrow at 12 p.m. CT for a special CLE webinar with WealthCounsel, LLC's Zach Bloxham, J.D.! The discussion will focus on misconceptions about Medicaid estate recovery and how to advise clients.

Save your spot before it's too late! Register for $100, or free with your Attorney Access Premium membership. ⤵️

Can Medicaid Take Your Client’s House? - Attorney Access Learn the different tools Medicaid agencies use to preserve claims and collect funds after a Medicaid recipient has passed away.

It's National ! 📚 Here are some engaging reads to help you build your practice and become a better attorney.

9 Essential Books Every Lawyer Should Read You could fill a library with things they don’t teach you in law school. You don’t learn how to run a business, you don’t learn how to build engaging relationships with clients, and you certainly don’t learn how to manage a substantial workload. While school may have taught you how to pass t...

Aaron Kempen is happy to be back in the Columbus area today for the Ohio State Bar Association's Marvin R. Pliskin Advanced Probate and Estate Planning Institute! ⚖️ We're delighted to be part of this annual event and can't wait to catch up with our Ohio colleagues.

Stop by and connect with Aaron if you're here! 🤝

Are you a Missouri practitioner looking to expand your Medicaid expertise? Check out the all-new Missouri Medicaid Planning course featuring attorney Maureen Lester of Complete Estate & Probate Law!

Exclusively for Attorney Access Premium members, this course covers state-specific rules and regulations, advanced strategies for using MCAs in Missouri, and much more. Plus, self-study CLE credit is available!

Log in and get started today! ⤵️

Missouri Medicaid Planning CLE Course - Attorney Access The information on the page is intended for members of Attorney Access, a resource and education website for attorneys and legal professionals. Please log in with an existing account or create a new one to continue.

Setting boundaries as an attorney could lead to better work-life balance and reduce burnout. These steps can help.

5 Ways to Set Healthy Boundaries as a Lawyer — at Work and at Home Jamie Spannhake | Establishing clear boundaries is essential not only for your well-being but to sustain a successful legal career.

Being in better physical health and having a college education might be correlated with a decreased risk of transferring to a nursing home. Find out more about the study.

Better physical health, higher education lowers an assisted living resident’s risk of transfer to a nursing home: study Better physical health and a college education are among the leading factors that could lower an assisted living resident’s risk of transferring to a nursing home later in life, according to new study results.

Join us on Sept. 19 for an informative discussion with Lori Pulvermacher of Atticus Lawyer Coaching! During the session, you'll learn how improving your business skills could lead to greater success in your law practice.

Whether you're looking to grow your firm, enhance your leadership skills, or find a better work-life balance, this session is for you! Save your spot today.

Equation for Success = Business Skills + Legal Skills - Krause Financial Learn how to improve your business skills and transform your law practice during this live webinar featuring Lori Pulvermacher of Atticus.

Spousal impoverishment protections are in place to prevent the community spouse from losing everything if their partner requires Medicaid benefits for long-term care. Here's what you need to know.

Am I Eligible for Medicaid’s Spousal Impoverishment Protection? Does your spouse need nursing home care—but you don’t? Discover how the Spousal Impoverishment Protection provision prevents Medicaid from counting certain income and assets so you can remain comfortably at home.

If your client has misconceptions about Medicaid estate recovery, this session is for you! You're invited to join our special guest CLE webinar on Sept. 10 featuring WealthCounsel, LLC's Zach Bloxham, J.D. ✉️

Throughout the live discussion, we'll cover what to look for in your state's Medicaid regulations, how to advise clients, and much more. Enroll now for $100 or free with Attorney Access Premium!

Can Medicaid Take Your Client’s House? - Attorney Access Learn the different tools Medicaid agencies use to preserve claims and collect funds after a Medicaid recipient has passed away.

As AI evolves, attorneys might be wondering if they should incorporate it into their practices. Hear one perspective on how to approach this investment.

Building your legal practice’s AI future: Beginning with strategy and people - Thomson Reuters Institute The strategy driving a law firm’s AI future must focus on strategic growth in areas of strength as well as having the right team of people.

Writing consistent blog posts could increase your web traffic and bring new clients to your firm. Find out why it's so important.

How Blogging Can Get Law Firms More Clients David Arato | Blogging can connect your firm with potential clients who are seeking legal representation or advice online.

Jim Wolverton is back in scenic Vail for Colorado Bar Association CLE's 16th Annual Rocky Mountain Elder Law Retreat! 🏔️ It's a pleasure to be part of this event once again, and we can’t wait to see what the week has in store. If you’re here, stop by—Jim would love to connect! 🤝

LinkedIn remains a powerful social network for lawyers and professionals of all kinds. If you're looking to grow your presence on the platform, here are some tips for maximizing the opportunity.

How to Build a Powerful LinkedIn Profile and Presence With more than 900 million users globally, LinkedIn offers a unique platform for lawyers and professionals of all kinds to build their personal brand, engage with clients and colleagues, and grow their businesses. However, many lawyers underutilize LinkedIn, missing out on its full potential. In thi...

Take your learning to the next level with our library of CLE-eligible courses and webinars! 💻 From state-specific Medicaid planning courses to niche legal topics, there's something for everyone.

Watch for free when you upgrade to Attorney Access Premium!

CLE Courses & Webinars - Attorney Access The information on the page is intended for members of Attorney Access, a resource and education website for attorneys and legal professionals. Please log in with an existing account or create a new one to continue.

Serving dual-eligible residents, or those who receive both Medicare and Medicaid benefits, can be challenging for nursing homes. Here's why.

‘Tug of War’: Inside Navigating the Pitfalls of Dual Eligible Coverage in Nursing Homes Delivering care to dual eligible nursing home residents can be complex with so many payers involved in the industry, but aligning incentives, quality

IRAs owned by a community spouse are now considered countable assets for Medicaid eligibility in Indiana. Find out more about this change and the powerful solution you can offer your clients!

Community Spouse IRAs Now Countable in Indiana: A Valuable Solution to Preserve Tax-Qualified Funds - Krause Financial Even though community spouse IRAs are now countable for Medicaid in Indiana, couples can still preserve the account by transferring it to an MCA.

Working through your first MCA case doesn't have to be intimidating. This step-by-step guide breaks down the process and what to expect when working with Krause. Get started today! 📝

A Step-by-Step Guide to Your First MCA Case - Krause Financial Here’s what you can expect when working on your first Medicaid Compliant Annuity case with Krause Financial.

The Medicaid Compliant Annuity is a tool that helps clients preserve their assets while accelerating eligibility for long-term care benefits. Learn how it could help your client on National . 💵

Medicaid Compliant Annuity - Krause Financial Help clients in crisis preserve their hard-earned assets and accelerate their Medicaid eligibility. Learn more with the leader in Medicaid Compliant Annuities.

Please join Jim Wolverton JD, Krause Financial, and Teresa Bush Esq, InterActive Legal, for this complimentary webinar “Medicaid Planning Basics: A High-Level Overview of Crisis and Advance Planning” on Tuesday, August 20th at 12pm ET (9am PT). This course is designed for elder law and estate planning attorneys looking to enhance their ability to support senior clients with long-term care planning. Participants will gain a comprehensive understanding of the Medicaid program, focusing on proactive and crisis planning strategies. Register for Webinar: https://go.interactivelegal.com/2024-08-20/Register

Many people in crisis planning situations have misconceptions about Medicaid estate recovery. Join WealthCounsel, LLC's Zach Bloxham, J.D., on Sept. 10 as he sheds light on this important topic!

During the live CLE session, we'll cover what to look for in your state's Medicaid regulations, how to advise clients, and strategies for protecting their valued assets. Don’t miss this special learning opportunity!

Register now for $100 or free with Attorney Access Premium. ⤵️

Can Medicaid Take Your Client’s House? - Attorney Access Learn the different tools Medicaid agencies use to preserve claims and collect funds after a Medicaid recipient has passed away.

The latest KrauseCAST webinar featuring Damon Wenig is now available on Attorney Access! This session covers products and strategies attorneys can recommend to clients pre-planning a funeral.

Log in to your account to watch today!

How to Fund the Funeral: Funeral Products Every Attorney Should Know About - Attorney Access Ensure your clients are prepared for funeral costs. Join Damon Wenig, MBA, CFSP, to learn strategies for funding funerals with insurance and trusts.

Don't miss out! 📣 Our free live CLE webinar featuring Jim Wolverton and Aaron Kempen is tomorrow at 12 p.m. CT. The session focuses on helping single clients utilize a Medicaid Compliant Annuity in crisis planning.

They will also share real-life examples and comparisons of the strategies covered. Reserve your spot before it's too late!

Medicaid Planning Basics: Crisis Planning for Single Clients - Attorney Access Join Jim Wolverton, J.D., and Aaron Kempen as they discuss how to approach crisis Medicaid planning for single clients.

David Currie just touched down in Fort Wayne for ICLEF's Advanced Elder Law Masters program! 🛬 We're excited to meet attendees from across Indiana and participate in the weekend's activities! If you're in this historic city, David would enjoy meeting you! 🏰

Indiana Continuing Legal Education Forum

Looking for your next read? 📖 Here are some of the best books for lawyers and legal professionals to consider on National .

25 of the Best Books for Lawyers and Legal Professionals Discover our curated list of the top books every lawyer must read, recommended by our community of legal experts.

Be sure to catch Damon Wenig's session on funeral planning strategies at Lawyers With Purpose's TAPER this October!

🌟 Join Damon Wenig, MBA, CFSP from Krause Financial at TAPER! 🌟

📅 Session Topic: Estate Planning Insights: Exploring Funeral Planning Strategies and Opportunities

Delve into the critical role of funeral planning within the estate planning process. Discover the significance of honoring clients' end-of-life wishes while securing funds for funeral expenses. Gain valuable insights into the broader implications and opportunities that funeral planning presents, particularly for individuals navigating Medicaid considerations.

Key Takeaways:

Comprehensive Planning: Understand the importance of integrating funeral planning into estate planning to honor clients' wishes and secure necessary funds.

Medicaid Considerations: Learn how to optimize funeral funding products for effective Medicaid planning.

Collaborative Relationships: Cultivate enduring referral relationships with funeral professionals to enhance comprehensive client care.

Don’t miss this chance to empower yourself with actionable strategies for success!

🔗 Register Now: https://buff.ly/4e68hws

If your client is considering retiring in another state, here are some considerations to keep in mind.

Reports reveal best, worst states for retirement, falls among older adults New reports take a look at the best and worst states for older adults to settle in for retirement, as well as the states with the worst statistics for older adult falls.

We've arrived in sunny San Antonio for an exciting week of elder law events! 🌞 Today is Texas NAELA's Summer Conference, and tomorrow begins UT Law CLE's Estate Planning, Guardianship and Elder Law Conference. Aaron Kempen is thrilled to connect with attendees at both events and explore this historic city. If you're at the venue, come say hi!