top of page
AshBer | Short Term Annuity Solutions in The USA
WEBINARS
May Webinar 2025
Special Needs Planning
Presented by: Attorney Samantha Shepherd
Join Attorney Samantha Shepherd on May 21, 2025 at 11 AM CST for a presentation surrounding Special Needs Planning. Samantha will be discussing what planning for people with special needs is as well as how specific types of trusts can help young individuals and seniors. Samantha L. Shepherd JD, LLM, CELA is the founder and Managing Attorney of Shepherd Elder Law Group & Assured Trust Company.
May 21, 2025 at 11:00 AM CDT
PAST WEBINARS
Practical Tips for Medicaid Crisis Planning
The Basics of Medicaid Compliant Annuities
Exempt Spend Downs, and Transfers in Medicaid Planning Made Simple
Medicaid Planning 101 Navigating New Numbers in 2025
Understanding Different Types of Annuities & How to Handle Annuities that Don't Comply with Medicaid
How To Handle Previous Gifts in a Married Couple Crisis Plan
Medicaid Planning for an Individual with Non IRA Funds
Crisis Medicaid Planning with the Medicaid Applicant's Retirement Account
Medicaid Planning for an Individual with Non IRA Funds
Retirement accounts, transfer rollover options, and how they affect Medicaid eligibility
What to do if you receive a Medicaid denial Steps to take and the Fair Hearing process
Medicaid Application Tips from a CELA
Evaluating Clients' Existing Annuities:
How to Determine if Medicaid Compliant?
How to Work with AshBer
Medicaid Application Tips form a CELA
How to Work with AshBer
Community Spouse MCA Planning
Learn How Gifts Transfers Impact Medicaid Planning
How to Handle Annuities that are Not 'Medicaid Compliant'
Medicaid Planning with Retirement Accounts
Medicaid Application Basics and Tips
Planning for Married Couples When Each Spouse Should Consider Purchasing a MCA
Part 2: Gifting & Annuity Plans with Illiquid Assets
Medicaid Planning for Married Couples
Part 2: Gifting & Annuity Plans with Illiquid Assets
Planning for an Individual Client Discussion with the Family
Part 2: When to use Irrevocable Trusts
Part 1: What are Irrevocable Trusts?
How AshBer Can Help You and Your Clients
PAST WEBINARS
Medicaid Annuity Planning for Individuals
(no spouse) with Previous Gifts Involved
What to do when there is a denial Steps to take and the Fair Hearing process
How to Handle Previous Gifts in a Married Couple Crisis plan
What to do when there is a denial Steps to take and the Fair Hearing process
Ready To Overhaul Your Marketing?
Attorney Jeffrey Bellomo & Roslyn Drotar-Cassidy
Medicaid Annuity Planning for Individuals
(no spouse) with Previous Gifts Involved
PAST WEBINARS
Planning for Married Couples with Annuities
Community Spouse Annuity Planning
Planning for a Married Couple — Both Spouses Need Nursing Care
Medicaid Mistakes & Tips for Your Medicaid Planning Practice
Planning for Married Couples with Annuities
Planning for Individual Clients (No Spouse)
Medicaid Basics: Understanding Asset and Income Rules in your State
Planning for a Married Couples with Annuities: When each spouse may consider purchasing a MCA
Community Spouse Planning Factors to Consider
When Planning
Popular Medicaid Planning Techniques with Todd Whatley
Dealing with Non-Compliant Annuities in Medicaid
Planning for a Married Couple — Both Spouses Need Nursing Care
Medicaid Planning for Married Couples
Planning for Individual Clients (No Spouse)
Part 2: Essentials to Building your Elder Law Practice
Part 1: Learn the Medicaid Planning Basics from a CELA
Learn How AshBer Can Help You & Your Clients
Planning for a Married Couple —
Both Spouses Need Nursing Home Care
How to Handle Previous Gifts in a Married Couple Crisis Plan
Understanding different types of Annuities and how to handle Annuities that don't comply with Medicaid
Medicaid Crisis Planning for Individuals (No Spouse) with IRA Retirement Accounts
Getting Hired by More Clients via Online Platforms in Spite of the Pandemic
Factors to Take Into Consideration when Planning for Individuals (No Spouse)
Planning for Married Couples with Annuities: When you may consider each spouse purchasing a MCA
Enhance Your Law Practice Working Closely with Nursing Home Administrators
Factors To Take Into Consideration when Planning for Married Couple
Want to be sure you get hired? Utilizing Exempt Transfers in Medicaid Planning.
Qualified Accounts, Name on the Check, and InMarriage QDRO
Medicaid Planning for Individuals with Retirement Accounts
Medicaid Planning with IRA-Tax Qualified Accounts
Understanding the Type of Assets Your Clients Own &
How to Plan With Those Assets
Medicaid Basics Understanding Asset and Income Limitations in Your State
Medicaid Planning for Individuals (No Spouse)
Medicaid Planning for Married Couples
How to fill your educational elder law workshops and turn attendees into clients...Without blowing your entire marketing budget is available.
bottom of page