Calendar

Date/Time: November 2, 12:00-4:00 p.m. ET
Presenters: Steve Dale, LL.M., Esq., Jennifer Steneberg, J.D., and Jim Wolverton, J.D.
Location: Stream Online
Includes: Live Webinar + Recording
CLE: 4 hours
Price: $125

Special needs planning is a great addition to any law practice. Learning this practice area allows you to guide clients with disabilities and those families seeking to provide for a loved one with a disability without negatively impacting any public benefits that a loved one may be receiving now or in the future. You can add significant value to your practice as this trusted resource in your community.

During this introductory course, we will review the public benefits you need to be familiar with in order to serve clients with special needs. We will also introduce trust planning techniques that are critical for helping your clients and their families. Please join us to take the first step in adding these important services to your law practice.

Who should attend this webinar? Attorneys interested in learning the basics of special needs planning.

Presenters: Jim Wolverton, J.D. and Hilary Johnson, MBA
Date and Time: Wednesday, November 3, 2:00-2:45 p.m. ET

Putting a comprehensive marketing plan together sounds daunting but planning now will make implementation in the future much easier.

Join us as we cover how to set up an integrated marketing plan from a high level to ensure the infrastructure of its success is in place.

All attendees will receive a downloadable workbook that we will use to walk through the preliminary decisions needed to guide your approach for 2022. We’ll also include a downloadable content calendar template to keep your schedule organized and in one place.

Do not miss out on the opportunity to set up your law firm for success in 2022.

Who Should Attend this webinar?
Attorneys and staff interested in planning their marketing efforts for next year.

Can’t make it to the live webinar? Register and we’ll automatically send you the recording and materials following the event.

November 4 & 5, 2021, 10:00 a.m.-5:00 p.m. ET
Pre-camp call: October 25, 2021, 2:00-2:30 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.

Presenters: Valerie Peterson, J.D. and Jim Wolverton, J.D.
Date and Time: Monday, November 8, 12:00-1:00 p.m. ET

Can I make money doing elder law? Isn’t elder law just Medicaid planning? Isn’t the learning curve really steep? These are common questions that attorneys have when looking to shift from a conflict-based practice like litigation or family law to a more transactional practice area.

We’ll answer those questions and more while showing you how elder law is a great fit for attorneys looking to make a transition or who are looking for a new revenue stream for their practice. There are numerous advantages to adding elder law, including taking back control of your calendar from the court, setting your own pricing, having grateful clients, and building a strong referral-based practice. Elder law is also a natural extension of an existing estate planning practice.

Join us for this free webinar as we review questions relevant to any attorney who has thought of expanding their practice into elder law. Bring your own questions or concerns as well — we’re happy to address those, too!

Who Should Attend this webinar?
Attorneys interested in expanding into elder law.

Presenter: Frank Melia, CMPS, Vice President-Lending, Quontic Bank
Date and Time: Tuesday, November 9, 2:00-3:00 p.m. ET

The Medicaid Asset Protection Trust is one of the most important tools for elder law attorneys to help their clients pre-plan for the cost of long-term care. Trustees and their attorneys have many options to leverage trust assets to ensure they are fulfilling their fiduciary obligations. Although the trust is irrevocable, it does not mean that trust assets have to remain stagnant.

Join ElderCounsel and Frank Melia from Quontic Bank as he walks through the Home Equity Conversion Mortgage (HECM) program and its utilization with a Medicaid Asset Protection Trust (MAPT).

Mr. Melia has in-depth experience with HECM’s and how they can be utilized with Medicaid Asset Protection Trusts.

Who Should Attend this webinar?
Attorneys and staff using Medicaid Asset Protection Trusts in their proactive Medicaid planning practices.

Online Immersion Camp November 19, 2021, 11:00 a.m.-6:00 p.m. ET
Presenters: Steve W. Dale, LL.M., Esq.,  Jennifer Steneberg, J.D., and Jim Wolverton, J.D.
Earn up to 7 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.