Calendar

Presenter: Jim Wolverton, J.D.
Date and Time:Thursday, March 9, 12:00-12:30 p.m. ET

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 Medicaid, VA pension benefits, and special needs planning. We will provide you links to the holdings in the course materials so you have those tools at your fingertips should you face similar concerns in your own practice.

Agenda

1. Community spouse annuity subject to estate recovery
2. Challenge of MMMNA determination by state agency on equitable grounds
3. Intent of account holder with right of survivorship controls probate treatment
4. Self-settled special needs trust improperly created
5. Lack of service disqualifies appointment of a subsequent trustee
6. Current Events

Please join us for a quick quarterly legal review!

Who Should Attend this webinar?
Attorneys interested in staying up to date of elder law cases from around the country.

Date/Time: March 10, 12:00-4:00 p.m. ET
Presenter: Jill Roamer, J.D., CIPP/US
Location: Live Streaming via Zoom
Includes: Live Webinar + Recording
CLE: 4 hours
Price: $395

Revocable living trusts (RLTs) are a cornerstone planning document for many families. The ElderCounsel RLT can be drafted according to your clients’ planning goals during their lifetime and instruct how they would like their assets to pass outside of the probate process when they pass away. The ElderCounsel RLT has unique design and tax options that pertain to elder and special needs planning as well. The trust is only one document in the larger RLT document set. There are a variety of supporting documents that are drafted in the software to correspond with the selections you make while designing the trust, such as the Companion Will and Funding Instructions.

Join ElderCounsel’s Law and Privacy Specialist, Jill Roamer, J.D., CIPP/US as she walks through a big picture overview of RLT trust design. She will then dive into the ElderDocx® drafting system to illustrate the various RLT design options and corresponding resulting trust language and how to ensure your clients’ elder and special needs planning goals are attained. She will highlight the supporting documents to the RLT document set so that you have a full picture of the resources the system provides your clients.

Who should attend this webinar? Attorneys looking to understand the big picture overview of RLT design.

March 16 & 17, 2023, 10:30 a.m.-5:00 p.m. ET
Virtual Seats Available via Zoom
Pre-camp call: March 8, 2023, 3:00-3:30 p.m. ET
Price: $995

Do you work at an elder law firm but would like more substantive legal knowledge about the Medicaid cases you work on? Are you an attorney that manages staff and you don’t have time to teach them Medicaid rules and strategy?

If you answered “Yes, holy cow how do they know me so well?” to either question then this course is here to help.

This course is for non-attorney staff members at elder law firms. It is an introduction into the area of Medicaid planning. We will cover the basic rules and strategy of Medicaid planning, trusts used in this planning area, and how to use the ElderDocx document assembly system to support your clients.

This course will provide an opportunity to gain hands-on drafting experience and familiarity with the tools provided by your ElderCounsel membership.

Who Should Attend: Non-attorney staff of ElderCounsel member firms.

Date and Time: March 21, 12:00 -3:00 p.m. CT
Price: $300

Join national elder law leaders Krause Financial Services and ElderCounsel for a live, 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 learn the basics of Medicaid planning in your state and how to secure your client’s financial future in the face of long-term care. Plus, you’ll get some essential marketing tips and a glimpse into how you can climb to the top of the industry using our tools, resources, and support.

With a custom Wisconsin course kit and real-life case studies, this virtual workshop is an essential attorney training event. Don’t miss this opportunity to learn from the elder law industry experts. Spots are limited. Reserve yours today!

The virtual workshop includes:

• Your own course kit with program materials
• Real-life case studies to illustrate planning strategies
• A live Q&A session with the knowledgeable presenters
• Plus CLE credit!