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. In 60 minutes, see exactly what a crisis case involves — and what keeping that work in-house could mean for your firm.
The Call Your Office Already Gets
A client's father has just been hospitalized. He's in rehab, and 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 it. She calls your office.
You know the family. You may have drafted their estate plan. But without the tools and processes for Medicaid crisis planning, you refer the matter to another attorney — and the client relationship walks out the door with it.
How many of those calls has your firm sent elsewhere in the last 12 months?
In 60 Minutes You'll See
A real crisis, start to finish. The client's circumstances, the planning strategies used, and how the pieces fit — so you can judge the work for yourself.
The fees you're referring away. Use the Referral Ledger to put a number on the Medicaid and asset-protection matters your firm declined or sent out this year.
How firms your size handle it. The training, documents, and defined staff roles that let solo and small firms take these cases without building a new practice from scratch.
You'll leave with the Referral Ledger
A one-page worksheet to tally the matters you’ve referred out or declined in the past 12 months — and what handling the right ones in-house would have been worth.
Is This Webinar for You?
Yes — if you are:
- A solo or small-firm estate planning attorney considering Medicaid planning
- Regularly referring out Medicaid crisis or asset-protection matters
- Ready to grow beyond wills, revocable trusts, and powers of attorney
- Already doing some Medicaid work and want a systematic approach
Probably not — if you are:
- Not a practicing attorney or law firm staff member
- Looking for consumer advice about a family member's Medicaid case
- Unwilling to add any new practice area in the next year
The Next Call Is Coming. Will You Keep It?
The next time a client asks about nursing home care, Medicaid eligibility, or protecting the family home, be the firm that can explore the options.
Free to attend. Educational content for legal professionals. No CLE credit is claimed. Trust provisions, tax consequences and Medicaid eligibility outcomes depend on applicable law and individual circumstances. This webinar does not constitute legal advice.
Speaker
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Brittney Shearin Esq.Head of Product Development & Legal-Technical Attorney | Lawyers with Purpose
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