This Month
june 21
june
04jun1:00 pm5:00 pmAdvanced Veterans Pension Planning
Event Details
Presenter: Whitney M. Wilson, J.D., Twilight Legal Consulting Friday, June 4, 1:00-5:00 p.m. ET CLE: 3 hours Price: $229 This course is designed for practitioners
Event Details
Presenter: Whitney M. Wilson, J.D., Twilight Legal Consulting
Friday, June 4, 1:00-5:00 p.m. ET
CLE: 3 hours
Price: $229
This course is designed for practitioners who understand the basics of VA pension planning and are looking to expand their knowledge beyond the qualification rules. This course will provide information about what to do when a VA pension claim is ready to be filed and when something goes wrong with the claim. Then, we will cover tips on how to design an irrevocable trust that will protect the Veteran’s assets which also complies with the VA’s relinquishment of rights standards.
Please join our special presenter, Whitney Wilson, as she shares insights from her vast experience helping Veterans through the VA pension claim process. This course will provide three hours of qualifying continuing legal education credits towards VA accreditation.
Satisfies bi-annual continuing VA CLE eligibility requirement for attorneys in all 50 states.
Recording of live webinar will be given to all registrants.
Time
(Friday) 1:00 pm - 5:00 pm ET
Location
Live Webinar
Event Details
Presenters: Lori Pulvermacher, MBA, Jim Wolverton, J.D., and Hilary Johnson, MBA Free Webinar: Thursday, June 10, 12:00-1:00 p.m. ET Hosted by: Law As a
Event Details
Presenters: Lori Pulvermacher, MBA, Jim Wolverton, J.D., and Hilary Johnson, MBA
Free Webinar: Thursday, June 10, 12:00-1:00 p.m. ET
Hosted by: Law As a Business
Presentations have been a marketing stalwart of estate and elder law attorneys for many years. As more and more people are venturing back out after a year inside, it is time to review the benefits of hosting presentations for potential and current clients as well as referral sources.
During this webinar, we will discuss how presentations, both virtual and in-person, play an important role in a law office’s marketing strategy.
Please join us as we discuss the benefits of getting back “out there” to increase brand awareness, establish your creditability, and improve your bottom line.
Who Should Attend: Attorneys and staff interested in presenting to potential clients, current clients, and referral sources as part of the law office’s marketing strategy.
Can’t make it to the live webinar? Register and we’ll automatically send you the recording and materials following the event.
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Live Webinar
Event Details
Date and Time: June 10, 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
Event Details
Date and Time: June 10, 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 Michigan Medicaid Planning will be broadcast live on June 10 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 Michigan course kit and real-life case studies, this virtual workshop is the attorney training event of the spring. 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
Time
(Thursday) 1:00 pm - 4:00 pm
11jun12:00 pm12:30 pmQuarterly Catch UpFREE WEBINAR
Event Details
Presenter: Jim Wolverton, J.D. Date and Time: Friday, June 11, 12:00-12:30 p.m. ET We will do the research then let you know about elder law cases from
Event Details
Presenter: Jim Wolverton, J.D.
Date and Time: Friday, June 11, 12:00-12:30 p.m. ET
We will do the research then let you know about elder law cases from around the country. Jim Wolverton, J.D., will go through the facts and the holdings 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 and 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.
Time
(Friday) 12:00 pm - 12:30 pm
Location
Live Webinar
14jun12:00 pm1:00 pmNavigating the Uncertainty of the Proposed Tax Code ChangesFREE WEBINAR
Event Details
Presenter: Jessica Fisher Greene, J.D., CELA, LL.M. Date and Time: Monday, June 14, 12:00-1:00 p.m. ET Lately, there has been much hand wringing over recent proposals to
Event Details
Presenter: Jessica Fisher Greene, J.D., CELA, LL.M.
Date and Time: Monday, June 14, 12:00-1:00 p.m. ET
Lately, there has been much hand wringing over recent proposals to change the tax code. Let’s get together to take stock of how the different proposals could impact your elder law clients now and in the future. We will also talk about the important planning techniques you should continue to use regardless of the current uncertainty.
Join us for a free webinar as Jessica Fisher Greene, Attorney at Walters & Galloway, PLLC, leads us through the proposed changes to:
- Capital gains rates
- Basis step-up
- Other relevant proposals that could impact your elder law clients’ tax obligations
She will also cover trust drafting considerations that can give your clients flexibility, while optimizing protection, without knowing the exact future of the country’s tax policy.
Who Should Attend this webinar?
Attorneys and staff interested in learning more about proposed tax code changes.
Can’t make it to the live webinar? Register and we’ll automatically send you the recording and materials following the event.
Time
(Monday) 12:00 pm - 1:00 pm
Location
Live Webinar
Event Details
Online Immersion Camp June 17 & 18, 2021, 10:00 a.m.-5:00 p.m. ET
Event Details
Online Immersion Camp June 17 & 18, 2021, 10:00 a.m.-5:00 p.m. ET
Presenters: Stephen W. Dale, Esq. LL.M., Jennifer Steneberg, J.D., and Jim Wolverton, 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.
Thank you for your interest in attending an ElderCounsel education event. We will be hosting all of our education events using an online platform until at least July 2021. We look forward to seeing you all in person again. We will be reassessing our timeline in the spring and make any relevant announcement with ample time for you to make the necessary travel plans.
Time
17 (Thursday) 10:00 pm - 18 (Friday) 5:00 pm
23junAll Day25Elder Law Immersion & Practice Building Camp(ONLINE, 12 MONTH CAMP)
Event Details
During the three-day online 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’ll also learn integral
Event Details
During the three-day online 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’ll also learn integral practice building structures to determine what type of practice you want and how to get there, in addition to innovative marketing strategies that’ll help you expand your clientele and elevate your practice.
Our program is truly unlike any CLE you’ve attended with endless 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 review how to draft documents and 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 13.25 hours total CLE, 1 hour ethics
Pre-approved: AR, CA, CO, FL, HI, MT, ND, NJ, NY, PA
Pending-approval: OH, KS
Attorney will self apply in states not listed.
Thank you for your interest in attending an ElderCounsel education event. We will be hosting all of our education events using an online platform until at least July 2021. We look forward to seeing you all in person again. We will be reassessing our timeline in the spring and make any relevant announcement with ample time for you to make the necessary travel plans.
Time
june 23 (Wednesday) - 25 (Friday)