Calendar

Presenters:
Michael J. Amoruso, Esq., Amoruso & Amoruso, LLP
Howard S. Krooks, Esq., CELA, Elder Law Associates
Louis W. Pierro, Esq., Pierro, Connor & Strauss LLC
Vincent J. Russo, J.D., LL.M., CELA, LL.M., CELA, Russo Law Group, P.C.
David M. Goldfarb, Esq., Senior Manager, Public Policy, NAELA

Wednesday, September 2, 12:00-1:30 p.m. ET

A lot has happened the past year in the areas of elder law and special needs planning. And with a presidential election coming up, there will be much more in store for these critical planning areas.

Join our team of nationally known elder law and special needs planning attorneys (and ElderCounsel owners), along with special guest David Goldfarb, Public Policy Senior Manager for the National Academy of Elder Law Attorneys (NAELA) for an in-depth look at the most impactful cases from the last year, as well as a look ahead at what Congress and federal agencies may be contemplating that could impact your practice.

Can’t make it? Register and we’ll send the recording to you automatically.

Free Webinar: Thursday, September 10, 2:00-3:00 p.m. ET
Hosted by: Law As a Business

In an increasingly competitive and noisy digital landscape, effective strategies are essential to get beyond your existing audience to reach new potential clients. Digital advertising is one of the best ways to get your message out—to share information, support the decision making process, and attract clients.

If you’ve experimented with digital advertising and did not generate the return you hoped for, it’s likely components of a comprehensive approach were missing. An effective digital marketing strategy should provide value to your audience, capture visitor information, and nurture those that engage to aid in conversion.

Join us as we review current digital advertising options, successful (and unsuccessful) case studies, and techniques to increase the effectiveness of your next advertising campaign.

Who Should Attend:
Legal professionals who are curious about gaining new prospects through digital advertising.

Can’t make it to the live webinar? Register and we will automatically send you the recording.

Presented by: Louis W. Pierro, Esq., Vincent J. Russo, J.D., LL.M. CELA, Donald W. Mustico, Esq., and Sean M. Hanrahan, J.D.
Thursday, September 17, 12:00-1:30 p.m. ET

The window of opportunity is closing soon for elder law attorneys in New York to take advantage of generous Medicaid home care benefits for their clients. On October 1, drastic changes take effect that will severely limit access and eligibility, primarily by instituting a new 30-month lookback period for asset transfers and altering the standards for medical qualification.

During this webinar, we will cover the most up-to-date information on the scheduled phase of the rules from the NYS Legislature and Department of Health, and the ramifications for both clients and attorneys. We will also outline strategies available through ElderDocx® to create short and long-term planning opportunities for New York Medicaid.

Topics Covered: 

• Explanation of the New York Medicaid changes and expectations for the phase in of drastic new rules, to include a 30-month lookback and resulting periods of ineligibility; new medical standards involving ADLs; new independent advisory panels to establish eligibility instead of patient’s physician, etc.
• How to calculate the penalty period for home care resulting from the new lookback rules
• How to market the changes to clients and keep Medicaid business coming in
• Planning strategies through ElderDocx® to create new opportunities for your elder law practice

Who should attend this webinar?
Attorneys and paralegals who assist clients with planning for and accessing New York Medicaid.Can’t make it? Register and we’ll send the recording to you automatically.

Presented by Brian Albee, J.D.
An Immersive Course
Friday, September 19, 11:00 a.m.-4:00 p.m. ET

Even before the SECURE Act, there was a great deal of confusion around how to make retirement accounts payable to a trust and still take advantage of the stretch options. Then the SECURE Act came along and changed the rules, creating even more confusion.

Join ElderCounsel as we help you navigate the complex rules around making retirement accounts payable to a trust, with an emphasis on how the rules changed with the SECURE Act. We’ve designed three hours of intensive education on these topics, followed by a “bonus” hour where you can see how to draft a SECURE Supplemental Needs Trust using ElderCounsel’s drafting software, ElderDocx®.

AGENDA:
11:00 a.m. ET – Welcome
Basics of beneficiary designations for retirement accounts
Introduction to the rules for making retirement accounts payable to a trust

12:00 p.m. ET
The rules for making retirement accounts payable to a trust

1:00 p.m. ET
Lunch break

2:00 p.m. ET
How the rules changed under the SECURE Act
Introduction to the EC Secure Supplemental Needs Trust™

3:00 p.m. ET
How to draft an EC Secure Supplemental Needs Trust in ElderDocx

Pre-Camp Call: September 18, 12:00-12:30 p.m. PT
Online Course: September 24, 8:30 a.m.-4:30 p.m. PT
Presented by: Amy Haupert and Fay Blix, Law Office of Fay Blix
CLE: Pre-Approved in California for 6.5 hours

Date and Time: September 24, 1:00-4:00 p.m. CT
Price: $50

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 Louisiana Medicaid Planning will be broadcast live on September 24 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 Louisiana course kit, real-life case studies, and CLE credit*, this virtual workshop is the attorney training event of the summer. 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