Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
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.
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.
May 29, 2025
12 PM EST
Zoom Webinar
Dave Zumpano, CPA, Esq.
Free, Live on Zoom, and Jam-Packed with Practical Tools
Seats are limited!
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.
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
Seats are limited!
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.
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
Seats are limited!
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!
🎙️ Meet Your Webinar Host: Dave Zumpano, CPA, Esq.
Dave Zumpano is a nationally recognized attorney specializing in estate planning, elder law, and credited as the founder of the Medicaid practice industry in America, starting with his innovative medicaid practice programme which began in 2001. As the founder of the Estate Planning Law Center and Lawyers With Purpose, Dave has educated thousands of attorneys across the U.S. on integrating Medicaid planning into their practices. His innovative approaches have been featured in the Wall Street Journal and on National Public Radio, and he’s a sought-after speaker for major legal and financial organizations.
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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