Medicaid Planning Basics: A High-Level Overview of Crisis and Advance Planning
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. The course will explore the role of a well-structured estate plan and the use of irrevocable trusts in facilitating proactive client strategies.
Jim Wolverton is the Director of Legal Education for Krause Financial. He is responsible for creating, curating, and promoting high-quality content related to the estate planning and elder law industry. He also plays a primary role in designing and maintaining a robust education and content calendar for Attorney Access and works directly with attorneys to promote and illustrate the benefits of Attorney Access to their practice.
Jim earned his Bachelor of Arts degree in Journalism from Utah State University and his Juris Doctor from the University of Oregon. Prior to joining the Krause team, Jim ran his own law firm and was the Director of Education at ElderCounsel, providing him with vital experience educating attorneys and helping them easily implement elder law tools into their practice. Jim He is a member of the National Academy of Elder Law Attorneys (NAELA) as well as the Colorado, Utah, and Florida Bar Associations.
Jim enjoys working with attorneys to find solutions for their clients, and he appreciates being able to utilize diverse solutions that require critical thinking and creativity. Since the dynamic of the elder law industry is constantly changing and the need for more elder law attorneys continues to grow, Jim is driven to use his knowledge and passion to educate attorneys. He values teamwork and honesty and is constantly seeking opportunities to learn.
Jim is originally from Salt Lake City, though he is currently based in Denver. Outside of work, he enjoys exploring the American West by hiking, skiing, backpacking, and mountain biking.