December 1 & 2, 2022, 10:30 a.m.-5:00 p.m. ET Virtual Seats Available via Zoom Pre-camp call: November 21, 2022, 1:00-1:30 p.m. ET
December 1 & 2, 2022, 10:30 a.m.-5:00 p.m. ET
Virtual Seats Available via Zoom
Pre-camp call: November 21, 2022, 1:00-1:30 p.m. ET
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.
1 (Thursday) 10:30 am - 2 (Friday) 5:00 pm
Online Immersion Camp December 8, 2022, 11:30 a.m.-6:30 p.m. ET Presenters:
Online Immersion Camp December 8, 2022, 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.
(Thursday) 11:30 am - 6:30 pm
Presenter: Jim Wolverton, J.D. Date and Time: Friday, December 9, 12:00-12:30 p.m. ET We did the research, you get to sit back and hear about elder law
Presenter: Jim Wolverton, J.D.
Date and Time: Friday, December 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.
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.
(Friday) 12:00 pm - 12:30 pm
Full Day Online Course: December 14, 2022, 10:30 a.m.-7:00 p.m. ET Pre-course call: December 6, 2022, 3:00-3:30 p.m. ET Presenter: Michael Bryan, Attorney, Stubbins, Watson, Bryan & Witucky Co.,
Full Day Online Course: December 14, 2022, 10:30 a.m.-7:00 p.m. ET
Pre-course call: December 6, 2022, 3:00-3:30 p.m. ET
Presenter: Michael Bryan, Attorney, Stubbins, Watson, Bryan & Witucky Co., L.P.A.
CLE: Earn up-to 7.0 CLE hours
Have you always wanted to learn how to help the wartime Veterans and their spouses in your community? Does your firm provide estate planning and elder law services but not VA pension planning? Were you using VA pension planning strategies but stopped when the rules changed?
The VA (Veteran’s Administration) pension rules went through a substantial change over the last few years. Some attorneys that were practicing in this area stopped providing this help to their clients because they did not know the planning strategies that were available under the new rules. Other attorneys have been helping their clients with traditional planning services and did not have time to expand into VA pension planning. Now that the dust has settled, it is time to learn the new rules and how to help the qualified wartime Veterans and their spouses in your community. Whether it is a new practice area, an expansion of your legal services, or a restart to a service you provided before the rule change, this course is for you.
The day long Veterans Pension Planning Immersion Camp will walk you through the current qualification rules, planning techniques, and drafting considerations needed for successful implementation.
Who should attend: Attorneys looking to expand into planning for wartime Veterans as part of their estate planning or elder law firms.
(Wednesday) 10:30 am - 7:00 pm
Date/Time: December 16, 12:00-4:00 p.m. ET Presenter: Jill Roamer, J.D., CIPP/US Location: Live Streaming via Zoom Includes: Live Webinar + Recording CLE:
Date/Time: December 16, 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
The First-Party Special Needs and Third-Party Supplemental Needs Trusts in ElderDocx® are powerful tools in helping families that would like to plan for their loved ones with disabilities and maintain their benefits. The First-Party Special Needs Trust allows clients with disabilities to remain eligible for public benefits while protecting their own assets. The Third-Party Supplemental Trust is a planning tool used to help family and friends leave a legacy for persons with disabilities.
Join ElderCounsel’s Law and Privacy Specialist, Jill Roamer, J.D., CIPP/US as she walks attendees through the differences in these trusts and the appropriate planning scenarios to use them. Then, she will dive into the ElderDocx drafting system to illustrate the various design options including:
- Distribution standards and payback provision requirements in the First-Party Special Needs Trust;
- Beneficiary Advocate options in the Third-Party Supplemental Needs Trust;
- How to design a Medicare Set-Aside Subtrust and when you would need one;
- Grantor trust rules and income taxation for both trusts; and
- Qualified Disability Trust taxation in the Third-Party Supplemental Trust context
Jill will also review other tools a special needs planning attorney will use, such as pooled trusts, the Secure Supplemental Needs Trust, and ABLE accounts. This live drafting camp format allows attendees to learn the legal technical aspects of elder law planning within the practical context of drafting documents.
Who should attend this webinar? Attorneys interested in the learning differences in special needs trusts and the appropriate planning scenarios to use them.
(Friday) 12:00 pm - 4:00 pm ET