
Elder Law Immersion & Practice-Building Camp
"Truly unlike any CLE you've attended!"
In-Person and Virtual Seats Available
June 22-24, 2022 in Denver, Colorado
COURSE

Elder Law is Lifetime PLanning
Join Valerie Peterson as she discusses how the estate, Medicaid, Veterans Administration, and special needs planning areas should be intertwined in your law practice.
FREE WEBINAR
May 19, 12:00-1:00 p.m. ET

Getting Hired: A Client-Centered Approach to Initial Consultations
May 26, 10:30 a.m.–7:00 p.m. ET
Streaming Online via Zoom
COURSE

Special Needs Planning and Drafting Immersion Camp
May 20, 2022, 11:30 a.m.–6:30 p.m. ET
we will walk you through the documents, planning techniques, and marketing strategies particular to this practice area.
COURSE
My Courses
Due to the coronavirus pandemic, law firms are…
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…
Click the play button to start the video from the beginning. Click the chapters icon…
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.…
Click the play button to start the video from the beginning. Click the chapters icon…
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…
Click the play button to start the video from the beginning. Click the chapters icon…
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…
Click the play button to start the video from the beginning. Click the chapters icon…
You know marketing is an important element of your law firm’s business plan but how…
Click the play button to start the video from the beginning. Click the chapters icon…
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…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
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…
Click the play button to start the video from the beginning. Click the chapters icon…
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…
Click the play button to start the video from the beginning. Click the chapters icon…
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…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Part 1 Recorded: February 11, 2020 Presented by: Stephen W. Dale, Esq., LL.M and Brian Albee,…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the recording from the start. It may take a…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning.
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning. Click the chapters icon…
Click the play button to start the video from the beginning.
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
2022 VA Pension Benefits Figures
VAPT Design Sheets + Flow Chart
Sole Benefit Trust Design Sheet
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 Design Sheet + Flow Chart
RLT Married Design Sheet
Distinctions Among ElderCounsel’s Irrevocable Trusts
Upcoming Events
may
Event Details
Date and Time: May 5, 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
Event Details
Date and Time: May 5, 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 Missouri Medicaid Planning will be broadcast live on May 5 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 Missouri 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!
Time
(Thursday) 1:00 pm - 4:00 pm CT
Location
Live Webinar
19may12:00 pm1:00 pmElder Law is Lifetime PlanningFREE WEBINAR
Event Details
Presenter: Valerie Peterson, J.D. Date and Time: Thursday, May 19, 12:00-1:00 p.m. ET Elder law attorneys help people plan for the remainder of their lifetime as well
Event Details
Presenter: Valerie Peterson, J.D.
Date and Time: Thursday, May 19, 12:00-1:00 p.m. ET
Elder law attorneys help people plan for the remainder of their lifetime as well as find the best legal strategies to ensure clients leave a valued legacy for their loved ones.
To ensure the best results, an elder law practice uses a variety of tools to protect their clients. This practice area requires an attorney to think through how all these different concerns intersect and what is best for the client and their families, which all find themselves in unique circumstances.
Join Valerie Peterson, ElderCounsel CEO, as she discusses how the estate, Medicaid, Veterans Administration, and special needs planning areas should be intertwined in your law practice. She will review who these areas of law benefit and how using specific tools can result in optimal planning for your clients during their lifetime.
This webinar will help attorneys new to the practice area understand the variety of tools available and help those already practicing in elder law recognize opportunities for growth in their practices.
Who Should Attend this webinar?
Attorneys and staff interested in learning tools that can provide optimal planning for clients during their lifetime.
Time
(Thursday) 12:00 pm - 1:00 pm
Location
Live Webinar
20may11:30 am6:30 pmSpecial Needs Planning and Drafting Immersion CampOnline Immersion Camp
Event Details
Online Immersion Camp May 20, 2022, 11:30 a.m.-6:30 p.m. ET Presenters:
Event Details
Online Immersion Camp May 20, 2022, 11:30 a.m.-6:30 p.m. ET
Presenters: Steve W. Dale, LL.M., Esq., and Jennifer Steneberg, J.D.
Earn up to 6 hours of CLE credits
Reserve your seat for $250. Or pay in full for $695
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.
Time
(Friday) 11:30 am - 6:30 pm
Event Details
Presenters: Dan Jaffe, J.D. and Jim Wolverton, J.D. Date and Time: Wednesday, May 25, 3:00-3:45 p.m. ET Every law firm professional has heard that their website is
Event Details
Presenters: Dan Jaffe, J.D. and Jim Wolverton, J.D.
Date and Time: Wednesday, May 25, 3:00-3:45 p.m. ET
Every law firm professional has heard that their website is the foundation of every digital marketing strategy. But what makes one website better than another, and how can you tell if you’re getting the most important components built into your website?
Join Dan Jaffe, Attorney and Founder of LawLytics, as he shares the key elements that every successful law firm website has in common. He’ll break down how to ensure your firm’s website is performing optimally and is getting a strong return on investment (ROI) from web marketing. From the hub of your marketing to the foundation of your lead management, your website is a critical part of your success.
Who Should Attend this webinar?
Attorneys and staff at small law firms seeking to audit and improve their website and those looking to avoid common pitfalls when building a new website.
Can’t make it to the live webinar? Register and we’ll automatically send you the recording and materials following the event.
Time
(Wednesday) 3:00 pm - 3:45 pm
Location
Live Webinar
Event Details
Full Day, Virtual Immersive Workshop Date/Time: May 26, 2022, 10:30 a.m.-7:00 p.m. ET Presenters: Jim Wolverton, J.D. and Chuck Terry Location: Streaming Online via Zoom Price: $495
Event Details
Full Day, Virtual Immersive Workshop
Date/Time: May 26, 2022, 10:30 a.m.-7:00 p.m. ET
Presenters: Jim Wolverton, J.D. and Chuck Terry
Location: Streaming Online via Zoom
Price: $495
Attorneys spend hard-earned money on planning and implementing marketing plans. Countless hours are spent developing relationships with referral sources. The goal of these efforts is to have a potential client book an initial consultation appointment to meet with the attorney and hire them.
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.
Time
(Thursday) 10:30 am - 7:00 pm
Location
Live Webinar