Foundations for a Successful Medicaid Crisis Planning Practice

Whether you’re new to this practice area or looking to broaden your services, this event will equip you with knowledge and practical steps to enhance your practice with crisis Medicaid planning and better serve clients facing long-term care challenges. 


Conference FAQs

This event is designed for attorneys who want to elevate their legal practice by incorporating crisis Medicaid planning. Whether you’re just starting out or looking to add this specialized service to an established practice, this seminar will help you master the fundamentals and provide greater support to clients in need of long-term care solutions, particularly those facing an immediate care need.

Over three days, you’ll gain a comprehensive understanding of Medicaid eligibility, crisis planning, and the use of Medicaid Compliant Annuities. You’ll receive practical guidance on integrating crisis Medicaid planning into your practice, with actionable steps to begin offering these services immediately.

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, February 19, as well as breakfast the mornings of Thursday, February 20, and Friday, February 21. 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 New Orleans!

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.