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Special Needs Planning and Drafting Immersion Camp

Presented by: STEPHEN DALE and JENNIFER STENEBERG of The Dale Law Firm, PC

We will provide you with legal expertise you need to begin serving disabled individuals in and around your area. Special Needs Planning and Drafting Immersion Camp provides a solid foundation for practitioners entering this complex and dynamic part of law. After completing this course, you will be able to confidently take on your first cases and build on your knowledge base. Be rewarded, both financially and personally, as you help those in our society who have been historically under-served, but who are an important and substantial segment of our population.

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So You Drafted Your First Irrevocable Trust – Now What?

What You’ll Learn in This Webinar

Join ElderCounsel Principal Lou Pierro for a one-hour webinar that provides instruction on steps to take once an irrevocable trust has been drafted and signed.

Topics Covered:

  • Document Execution
  • Post Execution Actions
  • Trust Funding
  • Certification of Trust
  • Funding Letter
  • Income Tax Issues (MAPT vs VAPT)
  • EIN/SS-4 form
  • Deeds & Real Property Transfers
  • Schedule A
  • Client Follow Up Letters
  • Medicaid Implications (lookback period, penalty period, grantor and trustee powers)
  • Gift Tax Return
  • Client Maintenance Program.
  • Sample letters, forms, and checklists included in materials

Elder Law Immersion Camp for Non-Attorneys

Having the entire team at your law firm immersed in elder law is a recipe for success. This goes beyond the attorneys. Equip the support staff with education they need to provide premium services to your clients and a better work-product for you.

The non-attorneys in a firm are a valuable resource. By attending the Elder Law Immersion Camp for Non-Attorneys, they will have the knowledge they need to help your firm rise to the top!

Topics covered:

  • How to talk to prospects and get important information before a meeting
  • How to utilize the ElderDocx® design sheets for drafting documents
  • How to complete a Medicaid application
  • How to fund a trust

Attendees will leave with legal-technical knowledge and be armed with tools to make your office more efficient.

Creating Events that Generate Revenue

Client and referral workshops are popular ways to generate new business. However, many attorneys fail to host successful workshops due to lack of knowledge about how to set one up, how to get people to attend, and how to deliver a compelling message from the front of the room. 

During this interactive workshop, you’ll learn how to put successful events together from beginning to end with a measurable ROI. Starting with how to name your event, figuring out who and how to market it, how to give a compelling presentation, and how to conduct post-event outreach, you’ll walk away armed with strategies and smart tips to help you plan and put on events in your community that bring new potential clients and referral sources face-to-face with you. 

Attendees will leave the workshop with a “Law Firm Event Marketing Checklist” to help them efficiently plan lead attracting events and two PowerPoint Presentations to use at upcoming events.

Price: $995

Click the “LEARN MORE” link below for the full event details.

SSA’s New SNT Attorney Fee Authorization Requirement

What You’ll Learn in This Webinar

The Social Security Administration has taken steps effective June 25, 2019, to require advance approval of your attorney fee for preparing some, but not all, Special Needs Trusts (SNTs). Advocacy organizations are already seeking to rescind this rule, presently enforceable by civil and criminal proceedings.

This webinar will provide information to help you determine which SNTs are subject to the rule, which SNTs are not, and further, to understand which of two distinct SSA fee approval processes is more financially and administratively advantageous to use. Materials provided contain the various forms for the two SSA processes as well as suggesting practical steps to take immediately to maximize your chance of a favorable approval of your full fee while minimizing the administrative burdens on your compliance.

You’ll learn:

  • When SNT drafting triggers the SSA fee approval requirement.
  • When it is unclear whether fee authorization is necessary.
  • The criminal penalties facing SNT-drafting attorneys if they fail to file for fee authorization.
  • How to lessen the chance that SSA will use criminal penalties to enforce their new rule.
  • Fee authorization mechanics: when to use the SSA Fee Petition Process versus the SSA Fee Agreement Process.

Who should attend: Attorneys who draft Special Needs Trusts or pooled trust Joinder Agreements, as well as those who defend SNTs in SSA Reconsideration Conferences, ALJ Hearings, and the SSA Appeals Council.

Final Friday Update – August 2019

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.

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!

This webinar is for members only. Learn more about membership here

Scaling Your Business by Public Speaking

What You’ll Learn in This Webinar

Public speaking is an incredible way for elder law attorneys to grow their client base and network of referrals. Many clients fear seeking competent counsel, because they do not understand the benefits, cost, and the language. Public speaking can reach a broad audience of potential clients while addressing their fears and provide them a baseline so they feel confident engaging your services. It can also highlight your expertise to other professionals such as social workers, health care providers, and financial advisors or planners, and increase your network.
Taking time to address these professionals frequently asked questions and client concerns helps to keep you front of mind and develop trusted relationships. Similarly, speaking within the field to other professionals allows them to recognize when a client may be better served through a referral. Public speaking can seem daunting and time consuming, but the right tools can dramatically scale your business.

Final Friday Update – July 2019

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.

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!

This webinar is for members only. Learn more about membership here

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