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Final Friday Update October 2019

Date and Time: Friday, October 25, 12:00-12:30 p.m. ET

Join ElderCounsel for a 30-minute review each month of important news updates in the areas of Medicaid planning, special needs planning and veterans pension planning from across the country.

CLICK “Learn More” below to see agenda.

If you have a newsworthy item, please send it at least 48 hours prior to the webinar to newsupdates@eldercounsel.com and we will be sure to thank you during the call!

The Bespoke Protector: Tailoring the Role of Trust Protectors in Long Term Trusts

Presented by: Matthew T. McClintock, JD, TEP, Partner, Evergreen Legacy Planning, LLP

Date and Time: Tuesday, October 22, 1:00-2:30 p.m. ET

What You’ll Learn in This Webinar

The use of trust protectors in domestic trusts has exploded in recent years. Their popularity is reflected in the growing body of statutory recognition, extending beyond dedicated directed trust statutes to other states.

Though statutory law is growing in the U.S., there is scant case law to guide practitioners through some of the more challenging issues concerning trust protectors. Moreover, scholars disagree – sometimes stringently – on the propriety of using trust protectors beyond the offshore asset protection trust context. Most importantly, the role of the protector is not a “one-size-fits-all” solution; the role must be tailored to the demands of each client’s plan.

In this session we will:

  • Discuss the potential role of trust protectors in long-term trust design for seniors and their loved ones;
  • Examine U.S. case law and statutory law to understand planning options;
  • Develop a framework for organizing trust protector powers; and
  • Consider important drafting issues for maximum impact

Elder Law Immersion & Practice Building Camp – December 2019

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 or click register to get started.

 

Final Friday Update Sept 2019

Date and Time: Friday, September 27, 12:00-12:30 p.m. ET

Join ElderCounsel for a 30-minute review each month of important news updates in the areas of Medicaid planning, special needs planning and veterans pension planning from across the country.

Agenda:

  1. State wrongly denied benefits over non-existent paperwork
  2. Those who received estate assets were liable to state for lien
  3. Elder law attorney disbarred
  4. DOT releases service dog guidance
  5. State updates
    1. Florida – drug importation proposal
    2. Arizona – plans to propose Medicaid work requirements
    3. Tennessee – block grant waiver
    4. Idaho – expansion waiver denied
    5. Georgia – Wal-Mart opens first health center
    6. Pennsylvania – tries Medicaid work requirements again
    7. New Jersey – new attorney ethics opinion
  6. Stop the Wait Act
  7. FAIR Act
  8. Supplemental Security Income Restoration Act
  9. New tax form for seniors
  10. How hearing loss effect seniors
  11. Feel Good Friday
    1. Mentorship for autistic arts
    2. World’s oldest mom

If you have a newsworthy item, please send it at least 48 hours prior to the webinar to newsupdates@eldercounsel.com and we will be sure to thank you during the call!

REGISTER NOW

Getting Potential Clients to “Yes”

This course will focus on teaching attorneys how to identify communication styles, create and implement an initial meeting process and apply the system to referral sources. Many attorneys do not have a process for their initial meetings with clients. Attorneys are missing the opportunity to help families because they do not have a plan for talking to potential clients about their problems and what motivated them come to your office. Focusing on a step by step approach that makes your potential clients comfortable and understood will increase the amount of people hiring you. This same process can be modified and applied to working with referral sources

The Medicaid Family Protection Trust: Asset Protection for the Whole Family

Presented by: Brian Albee, J.D., ElderCounsel
Date and Time:Thursday, November 21, 1:00-2:00 p.m. ET

What You’ll Learn in This Webinar

Our conversations with seniors often revolve around asset protection for long term care. But what about protecting the kids’ inheritance from creditors, predators and the like? By using the EC Medicaid Family Protection Trust® you can protect assets for seniors, and provide peace of mind that the inheritance they leave for their kids, grandkids, or others will be protected.

Designing and Drafting Effective Irrevocable Veterans Benefits Trusts

About The Event
Join us at The LAB for an intensive hands-on course that teaches you how to properly design and draft legal documents using ElderDocx® drafting software. Our legal experts will be on hand to guide you through the interviews, to explain the pros and cons of choices within the interview, and to make sure you understand the law that applies so that you can draft with confidence.

Need help navigating the software? Our Account Managers will also be on hand if you need additional hands-on training.

 

Interested in attending the Designing and Drafting Effective Irrevocable Medicaid Trusts event as well?
Get a discount!

Designing and Drafting Effective Irrevocable Medicaid Trusts

About The Event
Join us at The LAB @ Denver for an intensive hands-on course that teaches you how to properly design and draft legal documents using ElderDocx® drafting software. Our legal experts will be on hand to guide you through the interviews, to explain the pros and cons of choices within the interview, and to make sure you understand the law that applies so that you can draft with confidence.

Need help navigating the software? Our Account Managers will also be on hand if you need additional hands-on training.

 

Interested in attending the Designing and Drafting Effective Irrevocable Veterans Benefits Trusts event as well?
Get a discount!

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