The Medicaid Planning Cases You’re Referring Out Could Be Your Next Growth Opportunity
The Medicaid Planning Cases You're Referring Out Could Be Your Next Growth Opportunity
Your clients already need Medicaid planning.
Is your firm equipped to provide it?
Discover how to turn overlooked referrals into opportunities to serve more families, expand your estate planning services and build a more profitable, systematic practice with the right tools and support.
The Medicaid Planning Opportunity You Could Be Missing
Picture this:
A client’s father has recently been hospitalized. He’s now in rehabilitation, but the family has been told he may need long-term care. His home is in his name, he has savings in the bank, and his daughter wants to know what can be done to protect his assets.
She calls your office.
You know the family. You may even have drafted their estate planning documents. But without the tools and processes to handle Medicaid crisis planning, you refer the matter to another attorney.
It’s a familiar situation for many estate planning practices.
And it raises an important question: How many opportunities to help existing clients are you referring elsewhere?
Medicaid planning can be complex. Eligibility requirements, asset protection strategies and state-specific rules demand careful attention. Yet with the right training, technology and systems, attorneys can explore incorporating this work into their existing services.
That’s exactly what we’ll examine in this webinar.
FREE LIVE WEBINAR
What You'll Learn
Join Britt Shearin for a practical, 60-minute session exploring the Medicaid planning opportunity and how Lawyers With Purpose helps attorneys approach this work with greater structure and confidence.
You’ll discover:
- Where the opportunities are hiding: Recognize the Medicaid crisis and asset protection enquiries your practice may already be receiving, including planning needs that aren't immediately obvious.
- What a Medicaid crisis case involves: Walk through an illustrative case, examining the client's circumstances, planning considerations and the strategies used to address them.
- What referrals could mean for your practice: Explore the Referral Ledger and assess the potential value of matters you've referred elsewhere or declined.
- Why timing changes the conversation: Understand the distinction between pre-crisis and crisis Medicaid planning, including the different considerations involved
- How to make Medicaid planning more manageable: See how LWP's planning tools, document systems and defined staff responsibilities can support a more structured approach.
What You'll Walk Away With
A clearer picture of the Medicaid planning opportunities already within your reach.
During the webinar, you’ll be introduced to the Referral Ledger, a practical worksheet designed to help you evaluate matters your firm has previously referred out or declined.
Use it to consider:
- Medicaid crisis and asset protection enquiries from the past 12 months.
- The potential fees associated with handling appropriate matters in-house.
- Existing estate planning clients whose circumstances may warrant a broader asset protection conversation.
- What expanding into Medicaid planning could mean for your practice.
The goal isn’t simply to identify another service you could offer. It’s to understand the opportunity, the responsibilities involved and what your firm would need to deliver that service effectively.
This Is for Lawyers Who Want to Keep Being Lawyers
For solo attorneys and small estate planning practices, expanding into a new area of law can feel daunting.
There’s the legal knowledge to develop, the calculations to get right, the documents to prepare and the administrative work to manage.
But adding Medicaid planning doesn’t necessarily mean building an entirely new firm around it.
Lawyers With Purpose helps estate planning and elder law attorneys develop more systematic approaches to planning through education, technology, drafting resources and practice support.
In this webinar, we’ll explore how those elements fit together and why the right infrastructure matters.
Who Should Attend?
This webinar is designed for:
- Solo and small-firm estate planning attorneys considering Medicaid planning.
- Attorneys who regularly refer current Medicaid crisis matters to other firms.
- Practitioners who want to expand beyond wills, revocable trusts and powers of attorney.
- Attorneys already handling some Medicaid planning who want to explore a more systematic approach.
- Firm owners looking to broaden their services without unnecessarily increasing operational complexity.
Your Next Step Starts Here
The next time a client calls with questions about nursing home care, Medicaid eligibility or protecting family assets, will your firm be equipped to explore the planning options?
Join Lawyers With Purpose and discover what adding Medicaid planning could look like for your practice.
Free to attend. Live online session.
Illustrative case examples are for educational purposes. Medicaid rules and planning options vary by state and individual circumstances. Individual member results vary.
Speaker
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Brittney Shearin Esq.Head of Product Development & Legal-Technical Attorney | Lawyers with Purpose
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