You’re Leaving Money on the Table: Why Medicaid Planning Belongs in Your Practice
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.”
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
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.
Speaker
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David J. Zumpano Esq.Co-Founder | Lawyers with Purpose
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