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Quarterly Catch Up December 2022

Quarterly Catch Up

Presenter: Jim Wolverton, J.D.
Date and Time: Friday, December 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.

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.

 

Elder Law Immersion Camp

Upcoming Elder Law Immersion Camp:
February 1-3, 2023: Virtual Seats Available via Zoom

LIMITED SEATS AVAILABLE! To ensure a high quality experience for all attendees, we are limiting virtual seats. We expect the event to sell out. Register early to ensure your seat is saved.


During the three-day virtual 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’ll 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 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. 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 review how to draft documents and 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 13.25 hours total CLE, 1 hour ethics
Pre-approved: AR, CA, CO, FL, HI, MT, ND, NJ, NY, PA
Pending-approval: OH, KS
Attorney will self apply in states not listed.

 

 

veterans pension planning immersion camp

Veterans Pension Planning Immersion Camp

Full Day Online Course: December 14, 2022, 10:30 a.m.-7:00 p.m. ET
Pre-course call: December 6, 2022, 3:00-3:30 p.m. ET
Presenter: Michael Bryan, Attorney, Stubbins, Watson, Bryan & Witucky Co., L.P.A.
CLE: Earn up-to 7.0 CLE hours
Price: $695

Have you always wanted to learn how to help the wartime Veterans and their spouses in your community? Does your firm provide estate planning and elder law services but not VA pension planning? Were you using VA pension planning strategies but stopped when the rules changed?

The VA (Veteran’s Administration) pension rules went through a substantial change over the last few years. Some attorneys that were practicing in this area stopped providing this help to their clients because they did not know the planning strategies that were available under the new rules. Other attorneys have been helping their clients with traditional planning services and did not have time to expand into VA pension planning. Now that the dust has settled, it is time to learn the new rules and how to help the qualified wartime Veterans and their spouses in your community. Whether it is a new practice area, an expansion of your legal services, or a restart to a service you provided before the rule change, this course is for you.

The day long Veterans Pension Planning Immersion Camp will walk you through the current qualification rules, planning techniques, and drafting considerations needed for successful implementation.

Who should attend: Attorneys looking to expand into planning for wartime Veterans as part of their estate planning or elder law firms.

getting hired: a client-centered approach to initial consultations

Getting Hired: A Client-Centered Approach to Initial Consultations

Full Day, Virtual Immersive Workshop
Date/Time: January 20, 2023, 10:30 a.m.-7:00 p.m. ET
Presenters: Jim Wolverton, J.D. and Chuck Terry
Location: Live Streaming Online via Zoom
Price: $495

During our ElderCounsel Immersion Camps, we teach a process that has worked for attorneys around the country for handling estate planning, Medicaid, VA, and special needs planning clients. At the top of the process is a “meet and greet” initial consultation for prospective clients. The goal of that consultation is to determine whether the prospect should hire you, if they would a good client for your firm and if you can solve their legal problems.

However, when it comes to conducting that initial consultation where hiring decisions are being made many attorneys “wing it” and hope their legal knowledge and personality will close the deal for them. The result is often confusion, the donation of free legal advice by the attorney and vagueness as to the attorney/client relationship moving forward.

This interactive workshop is designed to:

  • Ensure the initial consultation is focused on the potential client’s problems and how you can solve them once you’re hired.
  • Teach you a repeatable process to use at every initial consultation that will result in better communication, trust and connection with your potential clients.

During this workshop you will have a chance to implement the process, get feedback and get your questions answered on the spot.

Who should attend? Attorneys interested in learning an approach to initial consultations that is repeatable and client focused.

navigating Arizona Medicaid planning

Navigating Arizona Medicaid Planning

Date and Time: November 17, 12:00 -3:00 p.m. MT
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 Arizona Medicaid Planning will be broadcast live on November 17 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 Arizona 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!
elder law ethics: representing clients with diminished capacity

Elder Law Ethics: Representing Clients with Diminished Capacity

Date/Time: November 17, 12:00–1:00 p.m. ET
Presenter: Rebecca A. Hobbs, CELA
Location: Live Streaming via Zoom
Includes: Live Webinar + Recording
CLE: 1 hours
Price: $99

When confronted with signs of dementia or other cognitive impairments in a new client, what are the proper steps that an attorney should take when forming a client-lawyer relationship? The Model Rules of Professional Conduct require attorneys to maintain a normal client-lawyer relationship with a client with diminished capacity. However, a lawyer’s actions may be called into question if a transaction is later challenged and certain precautions were not taken by the lawyer.

A client with diminished capacity is more vulnerable to threats, fraud, undue influence, and manipulation. What protective actions can an attorney make to help minimize the risk that the client will be taken advantage of?

Join Rebecca A. Hobbs, a Certified Elder Law Attorney and ElderCounsel member, as she discusses ethical dilemmas that elder law attorneys face every day when representing clients with diminished capacity and learn about protective measures an attorney can take to help limit their client’s vulnerability.

navigating maryland medicaid planning

Navigating Maryland Medicaid Planning

Date and Time: October 27, 1:00 -4:00 p.m. ET
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 Maryland Medicaid Planning will be broadcast live on October 27 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 Maryland 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
elder law immersion camp

Elder Law Immersion Camp

Upcoming Elder Law Immersion Camp:
November 9-11, 2022: Virtual Seats Available via Zoom

LIMITED SEATS AVAILABLE! To ensure a high quality experience for all attendees, we are limiting virtual seats. We expect the event to sell out. Register early to ensure your seat is saved.


During the three-day virtual 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’ll 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 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. 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 review how to draft documents and 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 13.25 hours total CLE, 1 hour ethics
Pre-approved: AR, CA, CO, FL, HI, MT, ND, NJ, NY, PA
Pending-approval: OH, KS
Attorney will self apply in states not listed.

 

 

elder law immersion camp for non-attorneys

Elder Law Immersion Camp for Non-Attorneys

December 1 & 2, 2022, 10:30 a.m.-5:00 p.m. ET
Virtual Seats Available via Zoom
Pre-camp call: November 21, 2022, 1:00-1:30 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.

when to purchase a medicaid compliant annuity in the institutionalized spouse's name

When to Purchase a Medicaid Compliant Annuity in the Institutionalized Spouse’s Name

Presenter: Dale M. Krause, J.D., LL.M., Krause Financial Services
Date and Time: Tuesday, October 18, 2:00-3:00 p.m. ET

When dealing with a married couple in crisis Medicaid planning, it is easy to assume using a Medicaid Compliant Annuity in the name of the community spouse is the best option. However, you may be missing out on key opportunities to save your clients even more money.

In this presentation, Krause Financial Services’ President and CEO, Dale M. Krause, J.D., LL.M., will explore an alternative annuity strategy for married couples. He will explain the pros and cons of these different strategies, how to take advantage of more favorable beneficiary designation rules, and illustrate the financial implications in a comparative case study.

Who Should Attend this webinar?
Attorneys interested in learning alternative annuity strategy for married couples.

 

Navigating Tennessee Medicaid Planning

Navigating Tennessee Medicaid Planning

Date and Time: September 29, 1:00 -4:00 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 Tennessee Medicaid Planning will be broadcast live on September 29 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 Tennessee 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!
the medicaid asset protection trust: from initial consult to funding

The Medicaid Asset Protection Trust: From Initial Consult to Funding

2-Day Virtual Course: January 26-27, 2023
Pre-camp Call: Wednesday, January 18, 2023, 3:00 p.m. ET
Presenters: Mark D. Munson, J.D., CELA, Jill Roamer, J.D., CIPP/US, and Jim Wolverton, J.D.

Reserve your seat for $250. Or pay in full for $995

 CLE
2-day course qualifies for up to 12 hours total CLE


The EC Medicaid Asset Protection Trust® (MAPT) is the keystone to many ElderCounsel members’ proactive planning practices. During this two-day live event, we will cover the full life of MAPT planning from how to talk to clients about proactive planning, trust considerations and design, to trust funding.

Some of the specific topics covered during this course will be:

  • Applicable Medicaid Law
  • Basic Trust Design Considerations
  • Beneficiaries
  • Advanced Trust Design Considerations
  • Trust Protectors
  • Special Assets and How to Read the Paperwork
  • Taxation
  • Medicaid Application Considerations
  • Funding

We will leverage Mark Munson’s in-depth knowledge of all things MAPT and Jill Roamer’s ElderDocx® drafting insights to provide a practical overview of this important asset preservation planning tool. ElderCounsel members will have the opportunity to draft a MAPT during this interactive program.

You will walk away from this course with a deep understanding of a MAPT’s technical aspects, how to draft it accordingly in ElderDocx, which assets are right to be funded into the trust, and how to fund the MAPT.

 

 

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