
Elder Law Immersion Camp
"Truly unlike any CLE you've attended!"
Live Streaming via Zoom
May 17-19, 2023
COURSE

SECURE Act 2.0: The Impact on Elder and Special Needs Planning
FREE WEBINAR
Tuesday, April 11, 12:00-1:00 p.m. ET

ELDER 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

AN INTRODUCTION
TO SPECIAL NEEDS PLANNING
April 25, 12:00–4:00 p.m. ET
Earn up to 4 hours CLE
COURSE

Special Needs Planning and Drafting Immersion Camp
May 25, 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…
Jim Wolverton, J.D. goes through recent cases to help you understand how different jurisdictions are…
Do your clients pay for a caregiver, companion, or other service provider directly out of…
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
Parental Protection Trust (PPT) Design Sheet
Upcoming Events
march
09mar12:00 pm12:30 pmQuarterly Catch UpFREE WEBINAR
Event Details
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
Event Details
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
- Community spouse annuity subject to estate recovery
- Challenge of MMMNA determination by state agency on equitable grounds
- Intent of account holder with right of survivorship controls probate treatment
- Self-settled special needs trust improperly created
- Lack of service disqualifies appointment of a subsequent trustee
- 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.
Time
(Thursday) 12:00 pm - 12:30 pm
Location
Live Webinar
10mar12:00 pm4:00 pmRevocable Living Trust Drafting CampCLE: 4.0 hours
Event Details
Date/Time: March 10, 12:00-4:00 p.m. ET Presenter: Jill Roamer, J.D., CIPP/US Location: Live Streaming via Zoom Includes: Live Webinar + Recording CLE:
Event Details
Date/Time: March 10, 12:00-4:00 p.m. ET
Presenter: Jill Roamer, J.D., CIPP/US
Location: Live Streaming via Zoom
Includes: Live Webinar + Recording
CLE: 4 hours
Price: $395
Revocable living trusts (RLTs) are a cornerstone planning document for many families. The ElderCounsel RLT can be drafted according to your clients’ planning goals during their lifetime and instruct how they would like their assets to pass outside of the probate process when they pass away. The ElderCounsel RLT has unique design and tax options that pertain to elder and special needs planning as well. The trust is only one document in the larger RLT document set. There are a variety of supporting documents that are drafted in the software to correspond with the selections you make while designing the trust, such as the Companion Will and Funding Instructions.
Join ElderCounsel’s Law and Privacy Specialist, Jill Roamer, J.D., CIPP/US as she walks through a big picture overview of RLT trust design. She will then dive into the ElderDocx® drafting system to illustrate the various RLT design options and corresponding resulting trust language and how to ensure your clients’ elder and special needs planning goals are attained. She will highlight the supporting documents to the RLT document set so that you have a full picture of the resources the system provides your clients.
Who should attend this webinar? Attorneys looking to understand the big picture overview of RLT design.
Time
(Friday) 12:00 pm - 4:00 pm ET
Location
Live Webinar
Event Details
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
Event Details
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.
Time
16 (Thursday) 10:30 am - 17 (Friday) 5:00 pm
Event Details
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
Event Details
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!
Time
(Tuesday) 12:00 pm - 3:00 pm CT
Location
Live Webinar