REGISTER NOWRevocable Living Trust Drafting Camp
March 10, 2023, 12:00-4:00 p.m. ET,
Virtual Seats via Zoom
FREE WEBINAR
REGISTER NOWPaying Caregivers From a Trust: Mitigating Risk to Safeguard Trust Assets
FREE WEBINAR
Thursday, February 9, 12:00-1:00 p.m. ET
REGISTER NOWELDER LAW IMMERSION CAMP FOR NON-ATTORNEYS
Live Streaming via Zoom
March 16 & 17, 2023
This course is for non-attorney staff members at elder law firms. It is an introduction into the area of Medicaid planning.
COURSE
My Courses
Due to the coronavirus pandemic, law firms are…
Director of Education Jim Wolverton, J.D. goes through recent cases to help you understand how…
When dealing with a married couple in crisis Medicaid planning, it is easy to assume…
There is a right way and a wrong way to build and then exit a…
Director of Education Jim Wolverton, J.D. goes through recent cases to help you understand how…
Elder law attorneys use a variety of different trusts when helping families with their lifetime…
Director of Education Jim Wolverton, J.D. goes through recent cases to help you understand how…
Elder law attorneys help people plan for the remainder of their lifetime as well as…
Irrevocable trusts are a vital tool for attorneys that are helping clients plan for the…
Director of Education Jim Wolverton, J.D. goes through recent cases to help you understand how…
Assembly Bill 133 will drastically change the Medi-Cal program as soon as this year. Already…
Drafting a trust is just the first step in successfully achieving your client’s goals. The…
Revocable living trusts are a common tool used in planning for elder law and special…
Director of Education Jim Wolverton, J.D. will go through recent cases to help you understand…
Understanding the priorities for your marketing strategy is the first step in getting the ball…
The Medicaid Asset Protection Trust is one of the most important tools for elder law…
Can I make money doing elder law? Isn’t elder law just Medicaid planning? Isn’t the…
Putting a comprehensive marketing plan together sounds daunting but planning now will make implementation in…
Hosting live presentations to educate the public about legal issues a law firm can solve…
Elder law attorneys have long heard that working with personal injury attorneys can be a…
Jim Wolverton, J.D. goes through the facts and the holdings to help you understand how…
Most attorneys have invested in building a modern website as their firm’s online home. Now…
Qualified retirement accounts have become the primary savings vehicle for many Americans and planning for…
Mainstream interest in cryptoasset markets have exploded. Bitcoin and many other cryptoassets increased more than…
Take an in-depth look at the modifications of the New York statutory short form power…
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Jim Wolverton, J.D. goes through the facts and the holdings to help you understand how…
Presentations have been a marketing stalwart of estate and elder law attorneys for many years.…
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Elder law is a practice area defined by the people that are served. Our clients…
Video has experienced explosive growth over the last few years as a tool to connect…
It is time to consider the implications of fully reopening your law office now that…
Estate planning and elder law is closely related. However, there are planning opportunities that are…
Jim Wolverton, J.D. goes through the facts and the holdings to help you understand how…
Revocable living trusts are a common “basic estate planning” tool used to ensure probate avoidance.…
Social media started as a tool to stay in touch with college friends and has…
When you add a new practice area to your firm it is safe to say…
You have probably heard that helping wartime Veterans access pension benefits (often referred to as…
Did you know that 60 million people, or one in five Americans, live in rural…
The Medicaid Asset Protection Trust is one of the most important tools for elder law…
Email campaigns are a great way to stay in touch with your referral sources and…
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Putting a comprehensive marketing plan together for 2021 sounds daunting but planning now will make…
Estate planners and elder attorneys have heard the term “pooled trust,” but how many of…
No matter who wins the presidential election, there will be ramifications for your estate planning, long term care,…
We get it. It’s the holidays and the last thing you want to think about…
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You know marketing is an important element of your law firm’s business plan but how…
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The window of opportunity is closing soon for elder law attorneys in New York to…
In an increasingly competitive and noisy digital landscape, effective strategies are essential to get beyond…
A lot has happened the past year in the areas of elder law and special…
Agenda: Nursing home breach of contract suit Nursing home standing after resident’s death Can Medicaid…
Hosted by: Law As a Business (LAB) Recorded: Thursday, August 6, 2020 Duration: 60 Minutes…
Recorded: July 31, 2020 Duration: 32 Minutes Presenters: Jill Roamer, J.D., ElderCounsel Agenda: Annuity payments…
Hosted by: Law As a Business (LAB) Recorded: Wednesday, July 15, 2020 Duration: 60 Minutes…
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Recorded: June 12, 2020 Presented by Dennison Keller, Esq., The Law Practice of Dennison Keller, LLC,…
As all businesses begin to open up, law practices are facing unique challenges as they…
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A look at the Caring.com survey Number of people people who have planning documents: will,…
Teaching clients how to use Zoom (and have fun doing it) How to keep business…
Top 2 reasons Zoom works well for meetings How to use Zoom with your clients…
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What You’ll Learn in This Webinar The COVID-19 pandemic has left most of us with…
How they conduct document signings outside their office Where new business is coming from Opportunities…
How they are handling remote work while keeping their physical space open as an essential…
Technology used for remotely accessing your desktop Client video conferences The importance of having protocols…
How our brains respond to chronic stress Benefits of taking time off, especially during a…
What does “non-essential” mean for a law firm? How to get documents signed where physical…
Setting a process for meetings with ongoing clients vs new clients. How they are handling…
Webinar Recorded: April 14th 2020 Presented by: Dale Krause, J.D., LL.M. Krause Financial Services
How to convert in-person events to online events. Repurpose the marketing budget that was set…
Overview of borrowing options available Other methods to help infuse cash into your business Ways…
• How Heinz is using Microsoft Teams for client meetings (and their surprising response) •…
How Eric is using online seminars to generate new business Advice for attorneys new to…
How to use GoToMeeting, Zoom, and others to facilitate business. How to get documents signed…
Webinar Recorded: Thursday April 2nd and Friday April 3rd Presented by: Valerie L. Peterson, J.D.,…
You have clients in the nursing home or assisted living facility who can’t receive visitors.…
Whether you are hosting a virtual happy hour, meeting with a client, or you are…
Whether you are hosting a virtual happy hour, meeting with a client, or you are…
Jay Butler, Deputy Director for Infectious Diseases at CDC, describes preventative measures to help protect…
Our world has been turned upside down but that does not mean that business has…
The outbreak of COVID-19 has caused our society to reconsider travel and social interactions. As…
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Part 1 Recorded: February 11, 2020 Presented by: Stephen W. Dale, Esq., LL.M and Brian Albee,…
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Featured Course: Elder Law Immersion and Practice-Building Camp
The Elder Law Immersion and Practice-Building Camp is truly unlike any CLE you’ve attended.”
This program will get you up-to-speed on the legal-technical rules and strategies needed to become an accomplished and knowledgeable Medicaid planning attorney. 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.
There are opportunities to network with fellow attorneys and interact with industry experts within your class. 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.
The Speakers
VALERIE PETERSON
CEO, ElderCounsel
STEVE RILEY, J.D.
Certified Practice Advisor, Atticus
JIM WOLVERTON
Education Director, ElderCounsel
Document Library
Sole Benefit Trust Design Sheet
VAPT Design Sheets + Flow Chart
Third-Party Supplemental Needs Trust (SNT) Design Sheet
HIPAA Authorization
Nonstatutory Health Care Power of Attorney Design Sheet
Nonstatutory Durable Power of Attorney Design Sheet
Self-Settled SNT (d4A) Design Sheet + Work Flow
MAPT Overview
MAPT Design Sheet + Flow Chart
RLT Married Design Sheet
Medicaid Family Protection Trust (FPT) Design Sheet
