
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys

The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
The “Post-Unwinding” era has rewritten the rules for eligibility and estate recovery.
Join us for an interactive strategy session on navigating the 2026 Medicaid landscape.
As we approach 2026, the data shows a disturbing paradox: National Medicaid enrollment has leveled off, yet state spending is hitting record highs.
What does this mean for your clients? It means the “easy” approvals are gone. States are facing massive budget pressure to justify this spending mismatch, leading to aggressive scrutiny on recertifications, tighter procedural adherence, and a renewed focus on estate recovery.
If you are relying on 2024 strategies for 2026 applications, your clients are at risk.
In this 60-minute interactive briefing, we are breaking down the specific threats—and opportunities—facing estate planning firms next year.
Attorneys who start preparing in Q4 2025 will:
Those who wait will be left playing catch-up while others are already reaping the rewards.
"*" indicates required fields