Jim Wolverton, J.D.

Director of Legal Education | Krause Financial

Jim Wolverton, J.D., is the Legal Education Director at Krause Financial. Jim is responsible for creating, curating, and promoting educational content related to the estate planning and elder law industry.

Jim has several years of experience educating attorneys and helping them easily implement long-term care planning tools into their practice. Since the dynamic of the industry is constantly changing and the need for more long-term care planning professionals continues to grow, Jim is driven to use his knowledge and passion to educate others.

Jim is a member of the National Academy of Elder Law Attorneys (NAELA) as well as the Colorado, Utah, and Florida Bar Associations (inactive).

I'm Speaking At

February 19, 2025
February 20, 2025

1:00 PM -
2:00 PM

Getting Started

Bacchus A Meeting Room

We will introduce the goals of the program and discuss how we can spend the next three days working together.

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Jim Wolverton, J.D.

Aaron Kempen

Valerie Peterson

2:00 PM -
3:00 PM

Asset Requirements (CLE)

Bacchus A Meeting Room

Understanding how Medicaid calculates individual and spousal resource allowances is an essential foundation to helping families plan to apply for long-term care Medicaid benefits....

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Jim Wolverton, J.D.

Aaron Kempen

3:00 PM -
4:00 PM

Income Requirements (CLE)

Bacchus A Meeting Room

A Medicaid applicant’s income is generally going to be used to pay their share of cost at the nursing home, but the income rules are complex. We will work through the nuances and inco...

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Jim Wolverton, J.D.

Aaron Kempen

4:00 PM -
5:00 PM

Lookback Period, Penalties and Transfers (CLE)

Bacchus A Meeting Room

When a client is over resourced Medicaid does not allow an applicant to transfer assets during the lookback period without a penalty. We will cover what transfers are penalized and what...

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Jim Wolverton, J.D.

Aaron Kempen