This Month
august 22
august
04aug10:30 am7:00 pmVeterans Pension Planning Immersion CampVIRTUAL, 1-Day CLE Course
Event Details
Full Day Online Course: August 4, 2022, 10:30 a.m.-7:00 p.m. ET Pre-course call: July 27, 2022, 3:00-3:30 p.m. ET Presenter: Michael Bryan, Attorney, Stubbins, Watson, Bryan & Witucky Co.,
Event Details
Full Day Online Course: August 4, 2022, 10:30 a.m.-7:00 p.m. ET
Pre-course call: July 27, 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
Price: $695
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.
Time
(Thursday) 10:30 am - 7:00 pm
Location
Live Webinar
11aug12:00 pm1:00 pmRetirement Account Planning with the Secure Supplemental Needs TrustFREE WEBINAR
Event Details
Presenter: Brian F. Albee, J.D. Date and Time: Thursday, August 11, 12:00-1:00 p.m. ET The Secure Act was a gamechanger when it came to trust-based retirement account
Event Details
Presenter: Brian F. Albee, J.D.
Date and Time: Thursday, August 11, 12:00-1:00 p.m. ET
The Secure Act was a gamechanger when it came to trust-based retirement account planning. The text of the legislation left many experts in the field waiting for the draft regulations from the Internal Revenue Service. Those draft regulations were released earlier this year and provided some clarity as to how retirement account distributions could be held in trust for the disabled and chronically ill.
Join ElderCounsel’s Director of Legal Content, Brian Albee, J.D., as he reviews the original planning opportunities presented by the Secure Act and what has been clarified by the draft regulations for the disabled and chronically ill. He will also explore amended language made to the EC Secure Supplemental Needs Trust™ that has recently been updated in ElderDocx®.
Who Should Attend this webinar?
Attorneys interested in learning opportunities presented by the Secure Act and what has been clarified by the draft regulations for the disabled and chronically ill.
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Live Webinar
Event Details
Date and Time: August 18, 1:00 -4:00 p.m. ET Price: $300 Join national elder law leaders Krause Financial Services and ElderCounsel for a live, virtual workshop designed
Event Details
Date and Time: August 18, 1:00 -4:00 p.m. ET
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 North Carolina Medicaid Planning will be broadcast live on August 18 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 North Carolina 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!
Time
(Thursday) 1:00 pm - 4:00 pm ET
Location
Live Webinar
24augAll Day26The Medicaid Asset Protection Trust: From Initial Consult to Funding
Event Details
3-Day Course: August 24-26, 2022 Pre-camp Call: Wednesday, August 17, 3:00 p.m. ET Presenters: Mark D. Munson, J.D., CELA, Jill Roamer, J.D., CIPP/US, and Jim Wolverton, J.D.
Event Details
3-Day Course: August 24-26, 2022
Pre-camp Call: Wednesday, August 17, 3:00 p.m. ET
Presenters: Mark D. Munson, J.D., CELA, Jill Roamer, J.D., CIPP/US, and Jim Wolverton, J.D.
Attendance Options:
Seats Available in Denver, CO (Virtual Seats Sold Out)
CLE
3-day course qualifies for up to 12 hours total CLE
The EC Medicaid Asset Protection Trust® (MAPT) is the keystone to many ElderCounsel members’ proactive planning practices. During this three-day live event, we will cover the full life of MAPT planning from how to talk to clients about proactive planning, trust considerations and design, to trust funding.
Some of the specific topics covered during this course will be:
- Applicable Medicaid Law
- Basic Trust Design Considerations
- Beneficiaries
- Advanced Trust Design Considerations
- Trust Protectors
- Special Assets and How to Read the Paperwork
- Taxation
- Medicaid Application Considerations
- Funding
We will leverage Mark Munson’s in-depth knowledge of all things MAPT and Jill Roamer’s ElderDocx® drafting insights to provide a practical overview of this important asset preservation planning tool. ElderCounsel members will have the opportunity to draft a MAPT during this interactive program.
You will walk away from this course with a deep understanding of a MAPT’s technical aspects, how to draft it accordingly in ElderDocx, which assets are right to be funded into the trust, and how to fund the MAPT.
This course will be hosted at our classroom in Denver and it will also broadcasted live via Zoom. The sessions are scheduled to start Wednesday afternoon and conclude Friday at noon. This was done to allow you to travel to Denver Wednesday morning and leave Friday afternoon if you would like to minimize your travel time but attend sessions.
Time
august 24 (Wednesday) - 26 (Friday)