Lawyers With Purpose

You’re Leaving Money on the Table: Why Medicaid Planning Belongs in Your Practice

Date

May 29 2025

Time

Eastern Daylight Time (EDT)
12:00 pm - 1:00 pm

You're Leaving Money on the Table: Why Medicaid Planning Belongs in Your Practice

5 Calculations. 12 Key Medicaid Terms. 1 Webinar That Changes Everything.

Are you avoiding Medicaid planning because it feels too complex?

You’re not alone — and you’re not wrong. But here’s what most attorneys don’t know:
  • ✅ Medicaid planning isn’t just for “crisis” clients.
  • ✅ One strategy can open the door to more clients and more revenue.
  • ✅ Most estate planners are missing this — don’t be one of them.

Seats are limited!

Why You Can’t Miss This Webinar:

This webinar is pivotal to estate planning attorneys, hesitating to add medicaid to their practice. In just 1 hour of participating in this webinar, you will learn:
  • How to increase revenue by offering high-value, crisis and pre-planning medicaid planning and eligibility
  • The 5 essential calculations that unlock Medicaid eligibility in every state (with live demo)
  • The 12 key medicaid terms to confidently guide clients through pre-planning
  • Why offering Medicaid planning attracts more clients — and serves them better
  • How to differentiate your firm in a sea of wills & trusts-only practitioners

Who This Webinar Is For

If you’ve ever said:
  • “Medicaid is too confusing.”
  • “I can’t do the applications, so why bother?”
  • “It doesn’t work in my state.”
Then this webinar is exactly for you.

Seats are limited!

What’s In It for You

  • Serve more clients (especially middle-class families that other firms ignore)
  • Increase revenue with services clients urgently need
  • Stand out in a crowded market with full-spectrum planning
  • Become indispensable by helping clients protect assets, afford care, and plan ahead

Learn the 5 Calculations and 12 Medicaid Terms to Make Medicaid Planning a Core Part of Your Practice — No Matter Your State.

Every state has nuances — but the federal framework is universal.

You don’t need to do the application to offer powerful planning.

And your clients? They’re looking for someone who gets it.

Asset Risk Management: Clarity in Minutes, Not Months

Imagine being able to answer the question “Can this client qualify for Medicaid?” — with total confidence — in just a few clicks. In this session, you’ll see how our software helps you:
  • Determine eligibility with speed and accuracy
  • Identify assets at immediate risk — and those that are protected
  • Quantify exactly how much is safe, how much is vulnerable, and how long that risk lasts (typically under 60 months)
  • Communicate complex Medicaid planning scenarios to clients with clarity they understand and trust
Whether you’re pre-planning or in crisis mode, this system helps you make confident recommendations — fast. No spreadsheets. No second-guessing. Just clear, compliant planning that puts you in control.

Seats are limited!

Turn Crisis Planning Skills into Pre-Planning Power

Most attorneys focus on crisis planning — because clients are more motivated to act when the pressure’s on. But here’s the truth:

🧠 Pre-planning uses the exact same strategy: it just shifts the timeline.
The difference? It’s not about what you do. It’s about how you frame it.

If you understand the look-back and the look-forward periods — and how to calculate the breakeven point — you already have everything you need to plan ahead, not just in emergencies.

The problem? Many attorneys avoid pre-planning because they can’t easily forecast eligibility. But that’s exactly what we’ll show you how to do.

  • ✅ Learn how to confidently assess eligibility for future planning
  • ✅ Use the same tools to plan proactively or in crisis
  • ✅ Stop leaving money and opportunity on the table — and start helping clients before they’re in panic mode

Crisis doesn’t need to be your only entry point. With the right system, you can do both. And your clients — and your bottom line — will thank you for it.

ACT NOW - Book your seat on the webinar

This is a free, 1-hour, practical session built for estate planning attorneys. No fluff. No theory. Just tools, strategy, and next steps.
  • Seats are limited — and yes, they’re filling up.
  • –  Register now and walk away ready to add Medicaid planning to your practice immediately.

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