Date/Time: October 7, 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: October 7, 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 EC Veterans Asset Protection Trust® (VAPT) is designed to hold a Veteran’s assets in order to qualify for future pension benefits from the Department of Veterans Affairs (VA). It is a specially designed irrevocable trust that allows wartime veterans and their spouses to plan for their future care while protecting their property. This trust has both grantor and non-grantor subtrust options that were designed to comply with both VA qualification rules and the Internal Revenue Code.
Join ElderCounsel’s Law and Privacy Specialist, Jill Roamer, J.D., CIPP/US as she walks through a big-picture overview of VAPT design. She will then dive into the ElderDocx® drafting system to illustrate the various VAPT design options and how using the VAPT subtrusts can benefit your clients and their families which include:
- Why is one of the subtrusts a grantor trust for income tax purposes;
- Why would a client want the trust property to be included in the grantor’s estate at death; and
- The importance of retaining a power of appointment for beneficial capital gains treatment
Jill will also highlight the supporting documents to the VAPT document set so that you have a full picture of the resources the system provides you and your clients.
Who should attend this webinar? Attorneys interested in learning the legal technical aspects of elder law planning within the practical context of drafting documents.
(Friday) 12:00 pm - 4:00 pm ET
Presenter: Dale M. Krause, J.D., LL.M., Krause Financial Services Date and Time: Tuesday, October 18, 2:00-3:00 p.m. ET When dealing with a married couple in crisis Medicaid
Presenter: Dale M. Krause, J.D., LL.M., Krause Financial Services
Date and Time: Tuesday, October 18, 2:00-3:00 p.m. ET
When dealing with a married couple in crisis Medicaid planning, it is easy to assume using a Medicaid Compliant Annuity in the name of the community spouse is the best option. However, you may be missing out on key opportunities to save your clients even more money.
In this presentation, Krause Financial Services’ President and CEO, Dale M. Krause, J.D., LL.M., will explore an alternative annuity strategy for married couples. He will explain the pros and cons of these different strategies, how to take advantage of more favorable beneficiary designation rules, and illustrate the financial implications in a comparative case study.
Who Should Attend this webinar?
Attorneys interested in learning alternative annuity strategy for married couples.
(Tuesday) 2:00 pm - 3:00 pm
Date and Time: October 27, 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
Date and Time: October 27, 1:00 -4:00 p.m. ET
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 Maryland Medicaid Planning will be broadcast live on October 27 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 Maryland 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
(Thursday) 1:00 pm - 4:00 pm ET