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AshBer | Short Term Annuity Solutions in The USA

WEBINARS

March Webinar 2026

AI in your Elder Law Practice

Presented by:  Attorney Julieanne Steinbacher

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Artificial intelligence is rapidly reshaping elder law, and firms that adapt thoughtfully will gain a lasting advantage. In this webinar, Julie Steinbacher, Esq., CELA, will share practical, real‑world insights on how elder law attorneys can responsibly integrate AI into their practices—from marketing and client communication to internal workflows—while remaining compliant, ethical, and client‑centered. Attendees will leave with a clearer understanding of where AI adds value today and how to evaluate next steps for their own firms.

March 18, 2026 at 11:00 AM Central Time zone

April Webinar 2026

Best Practices for Filing Medicaid Applications

Presented by:  AshBer & Attorney Eric Goldberg

Join us on April 22, 2026, at 11:00 a.m. CT / 12:00 p.m. EST for an in-depth exploration of the Medicaid application process. Attorney Eric Goldberg, a certified elder law attorney (CELA) and managing partner of NJ Elder Law, will guide you through the critical dos and don'ts for a successful long-term care Medicaid submission.

State Medicaid agencies often provide minimal guidance online for the actual application process. While each state has unique rules and administrative quirks, universal tips exist that apply to every attorney-submitted application. Because submissions from an attorney's office typically face greater scrutiny than those from a care facility or family, submitting the correct documents promptly is essential to expedite the process for your clients.

Jump on the webinar to learn exactly what to submit with your application, the optimal follow-up frequency, the most effective way to communicate your plan to the assigned caseworker, and key questions to uncover niche, specific tips for your local agency.

April 22, 2026 at 11:00 AM Central Time zone

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

Ready To Overhaul Your Marketing?  
Attorney Jeffrey Bellomo & Roslyn Drotar-Cassidy

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

PAST WEBINARS

Planning for Married Couples with Annuities

Medicaid Mistakes & Tips for Your Medicaid Planning Practice

Planning for Married Couples with Annuities

Community Spouse Annuity Planning

Planning for a Married Couple — Both Spouses Need Nursing Care

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

Planning for Individual Clients (No Spouse)

Part 1: Learn the Medicaid Planning Basics from a CELA

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

Part 2: Essentials to Building your Elder Law Practice

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.

© 2024 by AshBer, LLC

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