May is National Elder Law Month! Have you started your community outreach plan yet? Help spread the word about elder law! Write a blog or take a video explaining why you selected elder law as an area of practice within your law firm. Post it to…
Retirement account planning continues to evolve under the provisions of the Secure and Secure 2.0 Acts. There are beneficial strategies for lengthening the tax deferment of retirement accounts when working with clients with special needs. The statutory construction has also provided clarity around naming charitable…
Register today for the WealthCounsel Symposium and save! You are invited to attend the legal conference for estate planning, elder law, and business law attorneys—WealthCounsel’s Symposium. Our host city this year, Las Vegas, is the perfect backdrop for practical learning, lively discussions, networking, and fun!…
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. Advanced Legal Planning, LLC (Derby, Kansas) Dawna Snipes Attorney At Law,…
As a company, our greatest asset is our membership. We especially value new members who find us by way of our current members because they tend to be like you—a perfect fit for the ElderCounsel Community. Do you know someone that would benefit from an…
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 customize and drop it into your newsletter template or use our layout. We encourage you to use this content to stay in…
A powerful tool members often utilize is the Return on Investment (ROI) Calculator. This tool is used before you get hired and aims to show your potential client how quickly they will run out of money if they don't hire you. And if they do…
ElderCounsel will be closed on Monday, May 29 in observance of Memorial Day. We will reopen on Tuesday, May 30.
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…
The Elder Law Immersion Camp will get you up-to-speed on the legal-technical rules and strategies needed to become an accomplished and knowledgeable Medicaid planning attorney. You’ll also learn about integral tools, drafting techniques, and how to leverage your ElderCounsel membership for you and your clients’ benefit.…
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…
We released an update to Elder Docx. Here are additions and updates we wanted to highlight: Due to Secure 2.0, a new option was added to the EC Secure Supplemental Needs Trust™ to allow charities to be named as remainder beneficiaries. However, there will be…