What You’ll Learn in This Webinar Join ElderCounsel Principal Lou Pierro for
What You’ll Learn in This Webinar
Join ElderCounsel Principal Lou Pierro for a one-hour webinar that provides instruction on steps to take once an irrevocable trust has been drafted and signed.
- Document Execution
- Post Execution Actions
- Trust Funding
- Certification of Trust
- Funding Letter
- Income Tax Issues (MAPT vs VAPT)
- EIN/SS-4 form
- Deeds & Real Property Transfers
- Schedule A
- Client Follow Up Letters
- Medicaid Implications (lookback period, penalty period, grantor and trustee powers)
- Gift Tax Return
- Client Maintenance Program.
- Sample letters, forms, and checklists included in materials
(Thursday) 1:00 pm - 2:15 pm
About The Event This interactive workshop will teach you how to rise above the digital noise and attract more clients. Learn how to clarify your message in a way that attracts
About The Event
This interactive workshop will teach you how to rise above the digital noise and attract more clients. Learn how to clarify your message in a way that attracts leads and gives you an advantage over competitors. You’ll work with small groups and a marketing mentor to implement your messaging into your online presence.
Attendees will walk away with a professionally filmed marketing video and a marketing plan to help them start generating leads and build their online marketing presence.
Click the “LEARN MORE” link below for the full event details.
Tickets are not available for sale any more for this event!
september 16 (Monday) - 17 (Tuesday) MT
During the three-day camp, you’ll get up to speed on the legal technical rules and strategies needed to become an accomplished and knowledgeable advocate for the elderly. You’ll
During the three-day camp, you’ll get up to speed on the legal technical rules and strategies needed to become an accomplished and knowledgeable advocate for the elderly. 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 at our daily provided breakfasts, brand new Lunch and Learn, exhibitor showcase, open bar receptions and happy hours, and top-quality education sessions.
Following the live Camp, you’ll have four weeks of implementation where you will be drafting documents and reviewing them with the instructors on a live webinar.
Register for the 12-month program and the rest of the year is filled with relevant educational topics that you can listen to on a suggested schedule or at your own pace. There are bi-monthly ACT calls (accountability, coaching, training) with the instructors to keep you on track.
CLE: Qualifies for up to 13.25 hours total CLE, 1 hour ethics
Pre-approved: AR, CA, NJ, OK, PA, TN
Pending-approval: CO, MO, TX
Attorney will self apply in states not listed.
Due to the popularity in this course, ElderCounsel membership is required to attend. Contact us today to learn more about a new membership offering that includes tuition to this Elder Law Immersion Camp!
Click the “LEARN MORE” link below for the full event details and to register.
september 18 (Wednesday) - 20 (Friday)
The LAB @ Denver
999 18th Street