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

10:30 AM -
11:30 AM

Married Couple Crisis Planning and Case Studies (CLE)

Bacchus A Meeting Room

A married couple’s Medicaid crisis planning requires a more comprehensive planning approach as each spouse’s needs and concerns are considered. We will walk through how to advise a ...

Jim Wolverton, J.D.

Aaron Kempen

11:30 AM -
12:00 PM

Estate Recovery (CLE)

Bacchus A Meeting Room

Each state is required to recover assets that it spends on Medicaid recipients. However, the Medicaid agencies in each state vary greatly on how they tackle this responsibility. We will...

Jim Wolverton, J.D.

Aaron Kempen

8:30 AM -
9:30 AM

Introduction to Crisis Medicaid Planning (CLE)

Bacchus A Meeting Room

With the Medicaid qualification fundamentals under our belts, we will dive into how to advise clients that are currently facing the high cost of a nursing home stay. Each case presents ...

Jim Wolverton, J.D.

Aaron Kempen

9:30 AM -
10:30 AM

Single Client Crisis Planning and Case Studies (CLE)

Bacchus A Meeting Room

A single client’s Medicaid crisis planning will require different analysis than a married couple. We will cover two unique approaches and run through case studies to ensure the applic...

Jim Wolverton, J.D.

Aaron Kempen