Presenter: Brian F. Albee, J.D.
Date and Time: Tuesday, June 6, 12:00-1:00 p.m. ET

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 beneficiaries in a trust.

Join Brian Albee as he reviews the relevant provisions of the legislation and how to use the EC Secure Supplemental Needs Trust™ in the ElderDocx® drafting software.

Who Should Attend this webinar?
Attorneys interested in learning how to plan under the Secure and Secure 2.0 Acts.

Presenter: Jill Roamer, J.D., CIPP/US
Date and Time: Tuesday, May 16, 12:00-1:00 p.m. ET

Elder law is a growing practice and will continue to be a necessary component of smart legal planning as our nation ages. Understanding the basics of elder law will help you have educated conversations with your clients when they ask about benefits that help them pay for the care they need.

Join Jill Roamer as she reviews the basic benefits and strategies that can broaden your client base, inform your consultations, and potentially grow the areas of law you provide to your community.

Who Should Attend this webinar?
Attorneys interested in learning about the basics of elder law.

Date and Time: March 21, 12:00 -3:00 p.m. CT
Price: $300

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 Wisconsin Medicaid Planning will be broadcast live on March 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 Wisconsin 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
• Plus CLE credit!

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 are a multitude of factors specific to each case and we will discuss how to better understand the issues each file presents. We will also focus on marketing and business procedures other practitioners have used to add this planning area as an important and profitable part of their law practices.

At the Special Needs Planning and Drafting Immersion Camp, we will walk you through the documents, planning techniques, and marketing strategies particular to this practice area. This camp was specifically created to mix the legal and the practical so you can apply the lessons learned right away.

Upcoming Elder Law Immersion Camp:
May 17-19, 2023: Virtual Seats Available via Zoom

During the Three-Day Live Camp

You’ll get up–to–speed on the legal–technical rules and strategies needed to become an accomplished and knowledgeable Medicaid planning attorney. You will also learn about integral tools, drafting techniques, and how to leverage your ElderCounsel membership for you and your clients’ benefit. In addition, we will take time to discuss digital marketing that will help you expand your clientele and elevate your practice.

Our program is truly unlike any CLE you’ve attended with opportunities to network with fellow attorneys and interact with practice experts.

And the best part…we stay connected with you for a year to ensure you are supported the entire time while learning this new practice area.

Following the Three-Day Camp

You’ll go through an implementation series where you will be able to ask questions in a live question and answer session. This will give you peace of mind that what you are doing is correct and engrave the skills you’ve been taught.

There are also monthly on-demand courses and follow up calls to facilitate your continued training.

CLE: Qualifies for up to 18 hours total CLE
Pre-approved: AR, CA, FL, MT, ND, NJ, NY, PA
Pending-approval: CO, OH, KS, TN
Attorney will self apply in states not listed.

Date/Time: May 12, 2023, 12:00-4:00 p.m. ET
Presenter: Jill Roamer, J.D., CIPP/US
Location: Live Streaming via Zoom
Includes: Recording + Materials
CLE: 4 hours
Price: $395

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.

Date/Time: April 25, 2023, 12:00-4:00 p.m. ET
Presenters: Steve Dale, LL.M., Esq. and Jennifer Steneberg, J.D.
Location: Stream Online
Course includes: Recording + Materials
CLE: 4 hours
Price: $125

Special needs planning is a great addition to any law practice. Learning this practice area allows you to guide clients with disabilities and those families seeking to provide for a loved one with a disability without negatively impacting any public benefits that a loved one may be receiving now or in the future. You can add significant value to your practice as this trusted resource in your community.

During this introductory course, we will review the public benefits you need to be familiar with in order to serve clients with special needs. We will also introduce trust planning techniques that are critical for helping your clients and their families. Please join us to take the first step in adding these important services to your law practice.

Who should attend this webinar? Attorneys interested in learning the basics of special needs planning.

Presenter: Mark Munson, CELA
Date and Time: Tuesday, April 11, 12:00-1:00 p.m. ET

Retirement benefits are “special assets” because of the special tax rules that govern them. Some of these special tax rules have been modified by the SECURE Act and SECURE 2.0.

In December 2022, the Consolidated Appropriations Act was signed into law that contained provisions known as SECURE 2.0 that will affect retirement outcomes in the near and far future.

Join Mark Munson as he identifies the changes made by the SECURE Act and SECURE 2.0 so that planners can assist their clients with planning for retirement benefits

Who Should Attend this webinar?
Attorneys who plan with clients’ retirement benefits.

Date and Time: February 21, 12:00 -3:00 p.m. CT
Price: $300

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 Kansas Medicaid Planning will be broadcast live on February 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 Kansas 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
• Plus CLE credit!

March 16 & 17, 2023, 10:30 a.m.-5:00 p.m. ET
Virtual Seats Available via Zoom
Pre-camp call: March 8, 2023, 3:00-3:30 p.m. ET
Price: $995

Do you work at an elder law firm but would like more substantive legal knowledge about the Medicaid cases you work on? Are you an attorney that manages staff and you don’t have time to teach them Medicaid rules and strategy?

If you answered “Yes, holy cow how do they know me so well?” to either question then this course is here to help.

This course is for non-attorney staff members at elder law firms. It is an introduction into the area of Medicaid planning. We will cover the basic rules and strategy of Medicaid planning, trusts used in this planning area, and how to use the ElderDocx document assembly system to support your clients.

This course will provide an opportunity to gain hands-on drafting experience and familiarity with the tools provided by your ElderCounsel membership.

Who Should Attend: Non-attorney staff of ElderCounsel member firms.

Presenter: Cheryl Severson, PHR, TEAM Risk Management Strategies
Date and Time: Thursday, February 9, 12:00-1:00 p.m. ET

Do your clients pay for a caregiver, companion, or other service provider directly out of a special needs trust? While these arrangements are often managed casually, there is a great deal of care and responsibility that must go into handling these employment situations properly and abiding by applicable labor laws – or risk being held liable for noncompliance.

The employment law landscape is becoming increasingly complex–leaving employers with the responsibility of keeping up with the ever-changing rules and regulations around hiring, HR issues, termination, and everything in between.

In this session, Cheryl Severson, Chief Customer Officer and Head of Human Resources at TEAM Risk Management Strategies, will provide insights into the regulatory outlook on household employment–arming you with best practices to keep you, your clients, and their assets safeguarded when managing these nuanced situations.

You’ll walk away with practical, actionable tips on how to:

• Classify employees properly
• Set up the employment relationship compliantly
• Mitigate risk when hiring, firing, and everything in between

Who Should Attend this webinar?
Attorneys that are involved with SNTs.

Presenter: Jim Wolverton, J.D.
Date and Time:Thursday, March 9, 12:00-12:30 p.m. ET

We did the research, you get to sit back and hear about elder law cases from around the country over the last 3 months.

Jim Wolverton, J.D., will go through recent cases to help you understand how different jurisdictions are handling the legal issues surrounding Medicaid, VA pension benefits, and special needs planning. We will provide you links to the holdings in the course materials so you have those tools at your fingertips should you face similar concerns in your own practice.

Agenda

1. Community spouse annuity subject to estate recovery
2. Challenge of MMMNA determination by state agency on equitable grounds
3. Intent of account holder with right of survivorship controls probate treatment
4. Self-settled special needs trust improperly created
5. Lack of service disqualifies appointment of a subsequent trustee
6. Current Events

Please join us for a quick quarterly legal review!

Who Should Attend this webinar?
Attorneys interested in staying up to date of elder law cases from around the country.