skip to Main Content

National Update: Elder Law and Special Needs Planning

Presenters:
Michael J. Amoruso, Esq., Amoruso & Amoruso, LLP
Howard S. Krooks, Esq., CELA, Elder Law Associates
Louis W. Pierro, Esq., Pierro, Connor & Strauss LLC
Vincent J. Russo, J.D., LL.M., CELA, LL.M., CELA, Russo Law Group, P.C.
David M. Goldfarb, Esq., Senior Manager, Public Policy, NAELA

Wednesday, September 2, 12:00-1:30 p.m. ET

A lot has happened the past year in the areas of elder law and special needs planning. And with a presidential election coming up, there will be much more in store for these critical planning areas.

Join our team of nationally known elder law and special needs planning attorneys (and ElderCounsel owners), along with special guest David Goldfarb, Public Policy Senior Manager for the National Academy of Elder Law Attorneys (NAELA) for an in-depth look at the most impactful cases from the last year, as well as a look ahead at what Congress and federal agencies may be contemplating that could impact your practice.

Can’t make it? Register and we’ll send the recording to you automatically.

Common Mistakes Seniors Make When Leaving an Inheritance

Presented by: Brian F. Albee, J.D. and Jonathan A. Mintz, J.D., TEP
Wednesday, August 19, 1:00-2:00 p.m. ET

You may have heard these statements from clients: “My kids will be responsible with the money they receive.” “I need to treat everyone equally.” “I don’t want anything complicated.”

Clients will often try to take the easy route with their planning, perhaps because they believe it is the cheapest route. Or, they may believe their kids won’t squander the money. Unfortunately, the wrong provisions can end up costing the family thousands or more and can negatively impact family relationships.

Join ElderCounsel’s Brian Albee and special guest Jonathan Mintz for an in-depth look at some of the common mistakes made by seniors (and their attorneys) when drafting provisions for a child’s inheritance, and how to guide clients to better decisions.

Can’t make it? Register and we’ll send the recording to you automatically.

Navigating Alabama Medicaid Planning

Date and Time: August 21 1:00-4:00 p.m. CT
Price: $50

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 Alabama Medicaid Planning will be broadcast live on August 21 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 Alabama course kit, real-life case studies, and CLE credit*, this virtual workshop is the attorney training event of the summer. 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
  • Plus CLE credit

Medi-Cal Crisis Planning

Pre-Camp Call: September 18, 12:00-12:30 p.m. PT
Online Course: September 24, 8:30 a.m.-4:30 p.m. PT
Presented by: Amy Haupert and Fay Blix, Law Office of Fay Blix
CLE: Pre-Approved in California for 6.5 hours

California Medicaid rules are truly one of a kind –but we have asked some experts to teach them to you. The California program (called Medi-Cal) can help your clients pay for the high costs of long-term care. However, an understanding of strategies specific to California is an essential skill for both estate planners and elder law attorneys. We can help you expand your practice or hone your planning skills.
Join us for a one-day virtual course taught by Medi-Cal attorneys to learn the right way to help Californians get the care they need while also ensuring their estates pass to their family. Stay safe, learn the law and help more people!

Three Myths About SEO Debunked

Free Webinar: Thursday, August 6, 2:00-3:00 p.m. ET
Hosted by: Law As a Business

SEO (search engine optimization) is a very misunderstood term among attorneys and office managers. Many attorneys know that their website is an essential part of their marketing strategy but are unclear exactly what to do about keeping their website relevant in an ever-crowded online marketplace. If you ask five attorneys about SEO and what it means for their website you will get five different responses (we have and we did!).

During this live webinar, you will learn what SEO means and the three most circulated myths about this mysterious but important service. You will learn about the fallacies spread about SEO and the truth about what you can do to help your potential clients find your website. We will take a look under the hood of websites, show you what to look for on your own law firm’s website, and share some simple fixes to help its overall health and functionality.

Learn the truth about SEO myths and how you can implement best website practices to better your organic search rankings.

 

The New SECURE Supplemental Needs Trust in ElderDocx

Presented by: Brian F. Albee, J.D.
Thursday, July 30, 12:00-12:30 p.m. ET

The SECURE Act changed who is entitled to stretch required minimum distributions of an inherited retirement account over their life expectancy. Beneficiaries who are disabled or chronically ill are among the groups who are entitled to this benefit. Because of this consideration, a new trust is now offered in ElderDocx®, the SECURE Supplemental Needs Trust.

Join Brian Albee, ElderCounsel’s Director of Law and Technology, for a 30-minute webinar to explain what this new trust is, how it functions, and when one might use it.

Can’t make it? Register and we’ll send the recording to you automatically.

How to Protect Your Business from the Next Shutdown

Free Webinar: Wednesday, July 15, 1:00-2:00 p.m.
Hosted by: Law As a Business

With COVID-19 continuing to spread, it’s important to plan now for the possibility of another shutdown so that your business and income stream are protected. Attorneys who adapted their marketing and office procedures quickly after the first shutdown were least affected, continued helping clients and gained new business.

During this panel discussion you will learn digital marketing strategies that can help you keep in touch with referral sources, potential clients and your client base even if you’re required to keep a safe distance. You will also learn how to implement processes and utilize technology to stay in touch with clients and referral sources even if you can’t see them in your office.

We’ll also cover how to have a flexible plan in place to get work done even if you’re unable to go into the office.

“Don’t wait until it is too late” is the primary lesson law firms learned in the spring. Join us to learn the steps you can take today to make sure your pipeline of cases is strong and you have a plan to get the work done.

 

Navigating Georgia Medicaid Planning

Date and Time: July 30, 1:00-4:00 p.m. ET
Price: $50

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 Georgia Medicaid Planning will be broadcast live on July 30 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 Georgia course kit, real-life case studies, and CLE credit, this virtual workshop is the attorney training event of the summer. 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
  • Plus CLE credit

Learn by Doing: Presenting Online

Pre-workshop call: July 24, 12:00–12:30 p.m. ET
Workshop: 
July 28, 12:00–3:00 p.m. ET
Hosted by: Law As a Business
Price: $99
Registration deadline: July 23, 2020

Being an effective presenter in an online environment is not easy. It’s not something that can be easily learned and applied without practicing and receiving helpful feedback. This workshop will do just that. You’ll have 3 hours of pre-recorded education on how to give compelling online presentations. You will then be provided a PowerPoint template to create a short presentation that you will give to a small group who will provide immediate, helpful feedback. You will also observe how other attorneys present and reflect on their strengths to integrate into your own presentation style.

Course includes:

  • 3 hours of pre-recorded education – “How to Give Compelling Online Presentations.”
  • A sample PowerPoint template for you to add content for your presentation. Once you’ve completed it you will have a presentation that you can use to present to a live audience.
  • Live online workshop on July 28 where you will be able to present to an audience of instructors and other participants while receiving and giving immediate feedback. You’ll then have the opportunity to make adjustments and present a second time.
  • Experience using an online presentation platform to share your screen and present before a group in a safe environment.

“Learn by Doing” series – most legal service educational offerings involve one person lecturing while participants watch. Courses in this series are different. You will have the opportunity to apply the lessons learned, receive feedback from your classmates and observe others doing the same. This hands-on educational model has been proven to be effective in accelerating the learning curve and is way more fun! In this series you will also leave the workshops with presentations, plans, checklists and other real world tools you will use every day in your law practice.

Advanced Estate Planning Summit

Date and Time: Thursday, July 16, 2020, 11:00 a.m. – 6:00 p.m. ET
Hosted by: WealthCounsel

WealthCounsel is holding an Advanced Estate Planning Summit on Thursday, July 16, 11:00 a.m.-6:00 p.m. ET and have extended a special invitation to all ElderCounsel members to join at a discounted price.

Here are more details:

Advanced Estate Planning Summit
Thursday, July 16, 2020, 11:00 a.m. – 6:00 p.m. ET
Location: Virtual Event
Eligible CLE credit: 6 hours

2020 has been a year of change and adaptation. Gain new insight and legal strategies for your law practice from some of the most prestigious experts in the field at WealthCounsel’s Advanced Estate Planning Summit. Read about the event details and register today.

Elder Law Immersion & Practice Building Camp – July 2020

During the three-day online 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 three-day 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.

Click the “LEARN MORE” link below for the full event details or click register to get started.

 

A Holistic Approach to Serving Senior Clients

Presented by: Presented by: Dennison Keller, Esq.
Friday, June 12, 12:00-1:00 p.m. ET

With Medicaid cuts already being implemented in state budgets to make up for the COVID-19 shortfall, the Life Care Planning approach shows you how you can diversify your practice so you are not reliant upon crisis Medicaid cases. Adopting a care management model allows you to assist clients with care-related issues that often keep clients from moving forward with important legal planning. During this webinar you’ll learn what this type of Life Care Planning practice can look like and what it would take to adopt a holistic approach to helping seniors for your practice.

Can’t make it? Register and we’ll send the recording to you automatically.

 

X