Estate Planning Attorneys: Are You Losing Clients Because You Don’t “Do Medicaid”?
Discover how to confidently integrate Medicaid Trusts into your practice, adding $3K–$10K per trusted case.
Join the early‑access list for Protect & Profit, a no‑fluff, attorney‑built course designed to help you serve families more fully and keep more of the business you’ve been referring out.
The Overlooked Element in Your Estate Planning Practice
You already guide families through wills, trusts, and healthcare decisions.
But when clients turn to you about long‐term care, saying, “What about Medicaid? Can we protect the house?”
You may pause, refer them to someone else, or gently sidestep the issue.
And it’s not because you don’t care. It’s because Medicaid planning can feel risky, complex, and a little overwhelming.
After all, if you were to take on Medicaid in your estate planning cases, you’d want to:
Understand the rules without second-guessing eligibility or asset limits.
Spot the red flags early, before crisis hits and options shrink.
Explain Medicaid Asset Protection Trusts clearly to clients (and their adult children).
Draft with confidence, knowing what goes in the trust—and what absolutely shouldn’t.
Avoid the mistakes that delay approvals, trigger penalties, or confuse families.
And most of all, deliver high-value planning that protects both your clients and your reputation.
Medicaid planning is increasingly part of the whole‑family estate conversation. Clients expect you to help them protect their legacy, including the hard costs of aging.
Without a clear, compassionate process:
You risk losing meaningful cases to those who can.
You miss out on revenue that supports your practice and your clients.
You may leave families exposed during their most vulnerable times.
That is why I built a course to help you step confidently into the conversation, support your clients’ peace of mind, and keep more of that important work.
Introducing...
Protect & Profit:
Medicaid Trusts for Estate Attorneys
A step-by-step implementation course for estate planning attorneys who want to confidently integrate Medicaid pre-planning into their practice, without drowning in legal complexity or CLE-style fluff.
It’s the course I wish had existed when I started navigating Medicaid eligibility, drafting Medicaid Asset Protection Trusts, and helping families plan ahead with clarity.
Whether you're looking to retain more elder law cases, reduce referral leakage, or offer a high-value service your clients need, this course will walk you through exactly how to do it.
Because you shouldn’t have to piece it together alone.
Here is What You’ll Learn Inside Protect & Profit
This course is designed to help you confidently add Medicaid pre-planning to your estate practice without confusion, wasted time, or risky guesswork.
Inside, you’ll learn how to:
Spot Medicaid issues early so you can proactively help clients before a crisis hits.
Assess eligibility in under 30 minutes, even if you’ve never handled a Medicaid case before.
Explain Medicaid Asset Protection Trusts clearly so clients (and their adult children) understand what’s at stake.
Draft with confidence, including what to put in the trust, what to leave out, and why.
Build a repeatable system from intake to funding, with workflows you can delegate.
Avoid common legal missteps and protect yourself when adult children or caregivers are involved.
Market your services ethically and turn routine estate planning clients into high-value Medicaid cases.
You’ll walk away with ready-to-use tools, templates, and a practical understanding of how to protect your clients and grow your firm.
Ready to Bring Medicaid Planning Into Your Practice?
Protect & Profit is launching soon, and you don’t want to miss it.
Join the early-access list today, and you’ll be the first to:
Get course updates and launch announcements
Receive exclusive bonuses only available to the waitlist
Lock in your seat before enrollment opens to the public
