We are excited to welcome several new member firms this month. Help us welcome them into the ElderCounsel community. We encourage you to reach out to members to help keep our tight-knit community connected. Alexander Gil, PLLC (North Miami Beach, Florida) Bespoke Trusts & Estates,…
National Senior Citizens Day was established by Ronald Reagan in 1988. This is the perfect opportunity for you to recognize and honor your clients! We encourage you to take a few minutes this month to show your clients you care. Use National Senior Citizens Day…
Agenda is set for June's Final Friday Update! Join us this Friday, June 26 at 12:00 p.m. ET for Final Friday Update. SCOTUS rules on Civil Rights Act case Entire value of GRAT included in decedent’s gross estate Arbitration provisions in continuing care retirement community…
Our new Document Library uses cutting edge technology to deliver a state of the art storage and file delivery platform utilizing the Box platform. Progress often comes with setbacks, however, as some of our members have experienced issues where they are not able to view…
The Social Security Administration has taken steps effective June 25, 2019, to require advance approval of your attorney fee for preparing some, but not all, Special Needs Trusts (SNTs). Advocacy organizations are already seeking to rescind this rule, presently enforceable by civil and criminal proceedings.…
National Senior Citizens Day was established by Ronald Reagan in 1988. This is the perfect opportunity for you to recognize and honor your clients! We encourage you to take a few minutes this month to show your clients you care. Use National Senior Citizens Day…
Some members have reported issues while trying to log into their ElderDocx desktop application since we moved to our new website. We sincerely apologize for any inconvenience this may have caused but are pleased to announce that we have a solution. The solution can be…
The latest edition of the ElderCounselor newsletter is now available. The titled is "How Seniors Can Take Steps to Deter Depression." The ElderCounselor™ is a bi-monthly newsletter available to all ElderCounsel members. Content is provided to you via a Word document allowing you to easily…
Take the next step in your elder law education and join us September 18-20 for the Elder Law Immersion and Practice-Building Camp. 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…
Is your team focused on generating revenue for your business? Having a solid team in place can make or break a practice. We are partnering with Atticus to bring you How to Build a Profitable Team on May 30 in Denver. During this one-day workshop you'll learn…
Document Specific Updates Caregiver Agreement: Added information to the interview explaining why we are not confident that a lump-sum Caregiver Agreement will work for VA purposes Self-Settled Special Needs Trust: Updated the ABLE account CAUTION in the interview with relevant member experience Standalone Will: Added an…
Join ElderCounsel and Atticus May 29-31 in Denver and leave with a plan to create long-term success for your firm. Register for individual days or attend ALL THREE for the ultimate experience and receive $300 off! This just the beginning to what we have in store for ElderCounsel education for…