Foundations for a Successful Medicaid Crisis Planning Practice
Whether you’re just entering the world of crisis Medicaid planning or looking to deepen your expertise, this event goes beyond knowledge and understanding and delves into practical application steps. You’ll engage in hands-on learning, case study analysis, and workshop-style sessions that show you how to apply what you learn in real client scenarios.
Conference FAQs
This event is built for attorneys who want to take a deeper dive into crisis Medicaid planning and confidently bring this service into their legal practice. Whether you’re new to the space or expanding an established offering, this seminar goes beyond the basics with a strong focus on real-world application, interactive case studies, and step-by-step guidance.
Rather than a broad overview of strategies, we’ll focus on a targeted, in-depth exploration of Medicaid Compliant Annuities so you leave with actionable steps and the confidence to integrate crisis planning into your practice. If you’re ready to offer more value to clients facing long-term care needs, this event is for you.
Over three days, this seminar will deliver more than just an overview. You’ll take a deep dive into Medicaid eligibility, crisis planning, and how to effectively use Medicaid Compliant Annuities. Through hands-on workshops, real-world case studies, and step-by-step guidance, you’ll gain practical tools and processes to confidently start incorporating crisis Medicaid planning into your practice right away.
Krause Financial is an attorney-led firm that provides asset preservation solutions for estate planning and elder law attorneys and their clients. Using our specialized insurance products, resources, and support, we help attorneys streamline the process of advising clients planning for long-term care.
Visit krausefinancial.com to learn more.
Atticus helps law firm owners focus on what’s really important in life. We provide the business training and management skills necessary for you as a practice owner to build and maintain a profitable law firm. We offer a structure of accountability and support so that you can achieve your personal and professional goals. Since 1989, Atticus has helped thousands of attorneys grow thriving law firms.
Visit atticusadvantage.com to learn more.
With decades of combined experience in the elder law space, members of the Atticus and Krause Financial teams have worked with thousands of attorneys and helped them successfully add Medicaid planning to their practices. Together, we bring unique perspectives, experience-backed examples, and answers to the questions that can unlock your practice’s full potential.
Your registration cost of $950 includes access to the three-day course, both digital and physical course materials, and CLE credit. Your registration also includes a hosted cocktail reception on Wednesday, October 1, as well as breakfast the mornings of Thursday, October 2, and Friday, October 3. Please note you will be responsible for your travel expenses and any meals outside of those described in this section.
Yes! Attendees will have the opportunity to earn 6.0 hours standard CLE credit and 1.0 hour ethics CLE credit. For more information on which sessions are eligible for CLE, see the course agenda.
There is no option to attend this course virtually. We understand the value virtual education opportunities provide and both Krause Financial and Atticus have online seminars and courses you can take advantage of. However, Foundations for a Successful Medicaid Crisis Planning Practice is designed to be in-person and hands-on. We hope you can join us in Chicago!
This course is designed for attorneys in nearly every state! However, due to varying Medicaid rules and insurance product availability, this course is not recommended for attorneys in California or New York. If you have any questions, feel free to contact our office.