Calendar

Date/Time: May 12, 2023, 12:00-4:00 p.m. ET
Presenter: Jill Roamer, J.D., CIPP/US
Location: Live Streaming via Zoom
Includes: Recording + Materials
CLE: 4 hours
Price: $395

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 for their future care while protecting their property. This trust has both grantor and non-grantor subtrust options that were designed to comply with both VA qualification rules and the Internal Revenue Code.

Join ElderCounsel’s Law and Privacy Specialist, Jill Roamer, J.D., CIPP/US as she walks through a big-picture overview of VAPT design. She will then dive into the ElderDocx® drafting system to illustrate the various VAPT design options and how using the VAPT subtrusts can benefit your clients and their families which include:

• Why is one of the subtrusts a grantor trust for income tax purposes;
• Why would a client want the trust property to be included in the grantor’s estate at death; and
• The importance of retaining a power of appointment for beneficial capital gains treatment

Jill will also highlight the supporting documents to the VAPT document set so that you have a full picture of the resources the system provides you and your clients.

Who should attend this webinar? Attorneys interested in learning the legal technical aspects of elder law planning within the practical context of drafting documents.

Presenter: Jill Roamer, J.D., CIPP/US
Date and Time: Tuesday, May 16, 12:00-1:00 p.m. ET

Elder law is a growing practice and will continue to be a necessary component of smart legal planning as our nation ages. Understanding the basics of elder law will help you have educated conversations with your clients when they ask about benefits that help them pay for the care they need.

Join Jill Roamer as she reviews the basic benefits and strategies that can broaden your client base, inform your consultations, and potentially grow the areas of law you provide to your community.

Who Should Attend this webinar?
Attorneys interested in learning about the basics of elder law.

Upcoming Elder Law Immersion Camp:
May 17-19, 2023: Virtual Seats Available via Zoom

During the Three-Day Live Camp

You’ll get up–to–speed on the legal–technical rules and strategies needed to become an accomplished and knowledgeable Medicaid planning attorney. You will also learn about integral tools, drafting techniques, and how to leverage your ElderCounsel membership for you and your clients’ benefit. In addition, we will take time to discuss digital marketing that will help you expand your clientele and elevate your practice.

Our program is truly unlike any CLE you’ve attended with opportunities to network with fellow attorneys and interact with practice experts.

And the best part…we stay connected with you for a year to ensure you are supported the entire time while learning this new practice area.

Following the Three-Day Camp

You’ll go through an implementation series where you will be able to ask questions in a live question and answer session. This will give you peace of mind that what you are doing is correct and engrave the skills you’ve been taught.

There are also monthly on-demand courses and follow up calls to facilitate your continued training.

CLE: Qualifies for up to 18 hours total CLE
Pre-approved: AR, CA, FL, MT, ND, NJ, NY, PA
Pending-approval: CO, OH, KS, TN
Attorney will self apply in states not listed.

Online Immersion Camp: May 25, 2023, 11:30 a.m.-6:30 p.m. ET
Presenters: Steve W. Dale, LL.M., Esq., and Jennifer Steneberg, J.D.
Earn up to 6 hours of CLE credits
Reserve your seat for $250. Or pay in full for $695

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 are a multitude of factors specific to each case and we will discuss how to better understand the issues each file presents. We will also focus on marketing and business procedures other practitioners have used to add this planning area as an important and profitable part of their law practices.

At the Special Needs Planning and Drafting Immersion Camp, we will walk you through the documents, planning techniques, and marketing strategies particular to this practice area. This camp was specifically created to mix the legal and the practical so you can apply the lessons learned right away.