The Elder Law Immersion Camp will get you up-to-speed on the legal-technical rules and strategies needed to become an accomplished and knowledgeable Medicaid planning attorney. You’ll also learn about integral tools, drafting techniques, and how to leverage your ElderCounsel membership for you and your clients’ benefit.…
Retirement benefits are “special assets” because of the special tax rules that govern them. Some of these special tax rules have been modified by the SECURE Act and SECURE 2.0. In December 2022, the Consolidated Appropriations Act was signed into law that contained provisions known…
Special needs planning is a great addition to any law practice. Learning this practice area allows you to provide guidance to clients with disabilities and those families seeking to provide for a loved one with a disability without negatively impacting any public benefits that loved…
Special needs planning is a wonderfully rewarding practice area but it can feel daunting to know where to start the learning process. This camp will touch on the legal issues you will confront when counseling families facing the unique challenges inherent with this work. There…
As a company, our greatest asset is our membership. We especially value new members who find us by way of our current members because they tend to be like you—a perfect fit for the ElderCounsel Community. Do you know someone that would benefit from an…
The 17th Annual Meeting of the Academy of Special Needs Planners is the nation’s leading gathering of special needs planning professionals. It's a great opportunity to learn new strategies, network with your peers, and receive support from industry thought leaders. General session topics include: Practical…
The EC Veterans Asset Protection Trust® (VAPT) is designed to hold a Veteran’s assets in order to qualify for future pension benefits from the Department of Veterans Affairs (VA). It is a specially designed irrevocable trust that allows wartime veterans and their spouses to plan…
We are teaming up with Krause Financial Services for a virtual workshop designed to help you incorporate Medicaid planning into your practice and boost your business. Navigating Wisconsin Medicaid Planning will be broadcast live on March 21 via Zoom. During this interactive training event, you’ll…
The ElderCounselor is a bi-monthly newsletter available to all ElderCounsel members. Content is provided to you via a Word document allowing you to easily customize and drop it into your newsletter template or use our layout. We encourage you to use this content to stay in…
Did you know we offer marketing and business services? Our in-house team of law firm marketing experts are eager to help you take your law firm to the next level. We provide a complimentary assessment that gives the status of where your online presence stands today. We…
Equip support staff with education they need to provide premium services to your clients and a better work-product for you. By attending the Elder Law Immersion Camp for Non-Attorneys, they will have the knowledge they need to help your firm rise to the top! Topics…
We did the research, you get to sit back and hear about elder law cases from around the country over the last 3 months. Jim Wolverton, J.D. will go through recent cases to help you understand how different jurisdictions are handling the legal issues surrounding…