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Elder Law Immersion & Practice Building CampREGISTER NOW

ELDER LAW IMMERSION & PRACTICE BUILDING CAMP

"Truly unlike any CLE you've attended!"

Registration for this course includes
a full year program that starts before
you even come together for three days!

Next class: June 23 - 25, 2021

COURSE

Non attorney ELICREGISTER NOW

ELDER LAW IMMERSION CAMP FOR NON-ATTORNEYS

July 29 & 30, 2021

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

All Courses
Medicaid Planning
Available for ElderCounsel Members Only
Veterans Pension Planning Course
Available for ElderCounsel Members Only
Medicaid Planning
Special Needs Planning Course
Available for ElderCounsel Members Only
Getting Hired On-Demand

A Client-Centered Approach to Initial Consultations Through on-demand…

How To Create And Host Online Events
How to Create and Host Online Events

Due to the coronavirus pandemic, law firms are…

Special Needs Trusts Drafting Camp
Special Needs Trusts Drafting Camp
Available for ElderCounsel Members Only
VAPT Online Drafting Camp
VAPT Online Drafting Camp
Available for ElderCounsel Members Only
Medicaid Asset Protection Trust Drafting Camp
Medicaid Asset Protection Trust Drafting Camp
Sorry , you don't have access to this course.
Revocable Living Trust Drafting Camp
Revocable Living Trust Drafting Camp
Available for ElderCounsel Members Only
Video Library
Navigating The Uncertainty Of The Proposed Tax Code Changes
Navigating the Uncertainty of the Proposed Tax Code Changes
Entry Level Medicaid Planning, Medicaid Planning

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Quarterly Catch Up
Quarterly Catch Up – June 2021
Educational Series, Quarterly Catch Up

Jim Wolverton, J.D. goes through the facts and the holdings to help you understand how…

Using Presentations To Increase Credibility, Engagement, And Conversion
Using Presentations to Increase Credibility, Engagement, and Conversion
Business Development, Marketing

Presentations have been a marketing stalwart of estate and elder law attorneys for many years.…

What's New With Advance Directives And Client Self-determination
What’s New with Advance Directives and Client Self-Determination
Intermediate Level Medicaid Planning, Medicaid Planning

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Elder Law 101
Elder Law 101
Entry Level Medicaid Planning, Medicaid Planning

Elder law is a practice area defined by the people that are served. Our clients…

Video - Your Secret Marketing Weapon
Video – Your Secret Marketing Weapon
Business Development, Marketing

Video has experienced explosive growth over the last few years as a tool to connect…

Important Considerations For Reopening Your Law Office
Important Considerations for Reopening Your Law Office
COVID-19

It is time to consider the implications of fully reopening your law office now that…

Critical Topics To Effectively Expand Your Client Conversations
Critical Topics to Effectively Expand Your Client Conversations
Entry Level Medicaid Planning, Medicaid Planning

Estate planning and elder law is closely related. However, there are planning opportunities that are…

Quarterly Catch Up
Quarterly Catch Up – March 2021
Educational Series, Quarterly Catch Up

Jim Wolverton, J.D. goes through the facts and the holdings to help you understand how…

Steer Clear Of Malpractice: The Importance Of Special Needs Planning Provisions In Revocable Living Trust Drafting
Steer Clear of Malpractice: The Importance of Special Needs Planning Provisions in Revocable Living Trust Drafting
Entry Level Special Needs Planning, Special Needs Planning

Revocable living trusts are a common “basic estate planning” tool used to ensure probate avoidance.…

The Secrets Of Social Media Marketing For Your Law Firm
The Secrets of Social Media Marketing for Your Law Firm
Business Development, Marketing

Social media started as a tool to stay in touch with college friends and has…

3 Key Strategies For Marketing A New Practice Area
Three Key Strategies for Marketing a New Practice Area
Business Development, Marketing

When you add a new practice area to your firm it is safe to say…

Overview Of Benefits Available To Wartime Veterans
An Overview of Benefits Available to Wartime Veterans
Entry Level Veterans Pension Planning, Veterans Pension Planning

You have probably heard that helping wartime Veterans access pension benefits (often referred to as…

Medicaid Planning For Rural America
Medicaid Planning for Rural America
Intermediate Level Medicaid Planning, Medicaid Planning

Did you know that 60 million people, or one in five Americans, live in rural…

Trust Borrowing Options For MAPTs
Trust Borrowing Options for MAPTs – Your Clients Do Have a Choice
Intermediate Level Medicaid Planning, Medicaid Planning

The Medicaid Asset Protection Trust is one of the most important tools for elder law…

How To Create An Effective Email Campaign
How to Create an Effective Email Campaign
Business Development, Marketing

Email campaigns are a great way to stay in touch with your referral sources and…

Quarterly Catch Up
Quarterly Catch Up – December 2020
Educational Series, Quarterly Catch Up

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Preparing Your Marketing Plan 2021
Preparing Your Marketing Plan 2021
Business Development, Marketing

Putting a comprehensive marketing plan together for 2021 sounds daunting but planning now will make…

How Pooled Special Needs Trusts Can Assist Your Clients and Their Families
Entry Level Special Needs Planning, Special Needs Planning

Estate planners and elder attorneys have heard the term “pooled trust,” but how many of…

The Election is Over—Now What?
Entry Level Medicaid Planning, Medicaid Planning

No matter who wins the presidential election, there will be ramifications for your estate planning, long term care,…

Don’t Let Your Marketing Take a Holiday
Business Development, Marketing

We get it. It’s the holidays and the last thing you want to think about…

Your Clients Medicaid Plan
Your Clients Medicaid Plan Takes an Unexpected Turn
Advanced Level Medicaid Planning, Medicaid Planning

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The Importance Of An Integrated Marketing Strategy
The Importance of an Integrated Marketing Strategy
Business Development, Marketing

You know marketing is an important element of your law firm’s business plan but how…

Final Friday Update | September 2020
Educational Series, Final Friday

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New York Medicaid Update: Countdown to Home Care Changes
Educational Series, Founders Series

The window of opportunity is closing soon for elder law attorneys in New York to…

Gaining New Clients Through Digital Advertising
Business Development, Marketing

In an increasingly competitive and noisy digital landscape, effective strategies are essential to get beyond…

National Update: Elder Law and Special Needs Planning
Educational Series, Founders Series

A lot has happened the past year in the areas of elder law and special…

Final Friday Update | August 2020
Educational Series, Final Friday

Agenda: Nursing home breach of contract suit Nursing home standing after resident’s death Can Medicaid…

Three Myths About SEO Debunked
Business Development, Marketing

Hosted by: Law As a Business (LAB) Recorded: Thursday, August 6, 2020 Duration: 60 Minutes…

Final Friday Update | July 2020
Educational Series, Final Friday

Recorded: July 31, 2020 Duration: 32 Minutes Presenters: Jill Roamer, J.D., ElderCounsel Agenda: Annuity payments…

How to Protect Your Business from the Next Shutdown
COVID-19

Hosted by: Law As a Business (LAB) Recorded: Wednesday, July 15, 2020 Duration: 60 Minutes…

Prepare Your Practice For NY's Draconian Medicaid Cuts
Prepare Your Practice for NY’s Draconian Medicaid Cuts
Intermediate Level Medicaid Planning, Medicaid Planning

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Final Friday Update October 2019
Final Friday Update | June 2020
Educational Series, Final Friday

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A Holistic Approach to Serving Senior Clients
Business Development, Firm Management

Recorded: June 12, 2020 Presented by Dennison Keller, Esq., The Law Practice of Dennison Keller, LLC,…

Legal and Practical Implications for Your Law Practice
COVID-19

As all businesses begin to open up, law practices are facing unique challenges as they…

Final Friday Update | May 2020
Educational Series, Final Friday

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New Business Is Coming Your Way If You Know Where To Look
In It Together: New Business is Coming Your Way if You Know Where to Look
COVID-19

A look at the Caring.com survey Number of people people who have planning documents: will,…

In It Together: Doing The Little Things That Keep Business Going
In It Together: Doing the Little Things That Keep Business Going
COVID-19

Teaching clients how to use Zoom (and have fun doing it) How to keep business…

In It Together: Hosting Online Meetings With Zoom
In It Together: Hosting Online Meetings with Zoom
COVID-19

Top 2 reasons Zoom works well for meetings How to use Zoom with your clients…

Final Friday Update | April 2020
Educational Series, Final Friday

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10 Ways To Reduce Anxiety During Stressful Times
10 Ways to Reduce Anxiety During Stressful Times
COVID-19

What You’ll Learn in This Webinar The COVID-19 pandemic has left most of us with…

Document Signings, New Business, Unexpected Opportunities
In It Together: Document Signings, New Business, Unexpected Opportunities
COVID-19

How they conduct document signings outside their office Where new business is coming from Opportunities…

Running A Remote Practice And A Traditional Practice
In It Together: Running a Remote Practice and a Traditional Practice
COVID-19

How they are handling remote work while keeping their physical space open as an essential…

In It Together: Running A Law Practice From Another State
In It Together: Running a Law Practice From Another State
COVID-19

Technology used for remotely accessing your desktop Client video conferences The importance of having protocols…

In It Together: Importance of Taking Time Off at Home
COVID-19

How our brains respond to chronic stress Benefits of taking time off, especially during a…

In It Together: Essential Vs Non-Essential, Document Signings, Surprising Revelations
In It Together: Essential vs Non-Essential, Document Signings, Surprising Revelations
COVID-19

What does “non-essential” mean for a law firm? How to get documents signed where physical…

Client Meetings And Signings In California
In It Together: Client Meetings and Signings in California
COVID-19

Setting a process for meetings with ongoing clients vs new clients. How they are handling…

Handling Non-Compliant Annuities In Medicaid Planning
Handling Non-Compliant Annuities In Medicaid Planning
Advanced Level Medicaid Planning, Medicaid Planning

Webinar Recorded: April 14th 2020 Presented by: Dale Krause, J.D., LL.M. Krause Financial Services

In It Together: Marketing
In It Together: Marketing
COVID-19

How to convert in-person events to online events. Repurpose the marketing budget that was set…

Ways To Improve Cash Flow During COVID-19
In It Together: Ways to Improve Cash Flow During COVID-19
COVID-19

Overview of borrowing options available Other methods to help infuse cash into your business Ways…

In It Together: Client Meetings Using Video And Document Signings
In It Together: Client Meetings Using Video and Document Signings
COVID-19

• How Heinz is using Microsoft Teams for client meetings (and their surprising response) •…

In It Together: Marketing Using Online Events
COVID-19

How Eric is using online seminars to generate new business Advice for attorneys new to…

Document Signing Checklist
In It Together: Document Signing
COVID-19

How to use GoToMeeting, Zoom, and others to facilitate business. How to get documents signed…

How To Give Compelling Online Presentations
How to Give Compelling Online Presentations
Business Development, Marketing

Webinar Recorded: Thursday April 2nd and Friday April 3rd Presented by: Valerie L. Peterson, J.D.,…

How to Get Documents Signed During the COVID-19 Crisis
COVID-19

You have clients in the nursing home or assisted living facility who can’t receive visitors.…

Getting And Keeping Engagement
Getting and Keeping Engagement – Before, During and After Your Event
COVID-19

Whether you are hosting a virtual happy hour, meeting with a client, or you are…

Setting Up The Registration Process And Getting The Word Out
Setting up the Registration Process and Getting the Word Out
COVID-19

Whether you are hosting a virtual happy hour, meeting with a client, or you are…

COVID-19: What Older Adults Need To Know
COVID-19: What Older Adults Need to Know
COVID-19

Jay Butler, Deputy Director for Infectious Diseases at CDC, describes preventative measures to help protect…

Online Events And Meetings Are The New Normal—Embrace The Change
Online Events and Meetings are the New Normal—Embrace the Change
COVID-19

Our world has been turned upside down but that does not mean that business has…

Running Your Practice Amid COVID-19 (+ resource guide download)
COVID-19

The outbreak of COVID-19 has caused our society to reconsider travel and social interactions. As…

Pricing Strategies that Work
Business Development, Firm Management

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Final Friday Update – February 2020
Educational Series, Final Friday

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New Opportunities Under the SECURE Act
Intermediate Special Needs Planning, Special Needs Planning

Part 1 Recorded: February 11, 2020 Presented by: Stephen W. Dale, Esq., LL.M and Brian Albee,…

Planning Opportunities for Wartime Veterans
Entry Level Veterans Pension Planning, Veterans Pension Planning

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Final Friday Update – January 2020
Educational Series, Final Friday

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3 Mistakes Lawyers Make in the Initial Consultation
Business Development, Firm Management

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Final Friday Update: December 2019
Educational Series, Final Friday

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Final Friday Update: November 2019
Educational Series, Final Friday

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The Medicaid Family Protection Trust: Asset Protection for the Whole Family
ElderDocx, Medicaid Planning

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Final Friday Update October 2019
Final Friday Update: October 2019
Educational Series, Final Friday

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The Bespoke Trust Protector: Tailoring the Role to Suite the Strategy
Intermediate Level Medicaid Planning, Medicaid Planning

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Why Attorneys Need To Know About MSA Accounts
Why Attorneys Need to Know About MSA Accounts
Intermediate Special Needs Planning, Special Needs Planning

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Final Friday Update: September 2019
Educational Series, Final Friday

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So You Drafted Your First Irrevocable Trust – Now What?
Entry Level Medicaid Planning, Medicaid Planning

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Final Friday Update: August 2019
Educational Series, Final Friday

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Scaling Your Business by Public Speaking
Business Development, Marketing

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Final Friday Update: July 2019
Educational Series, Final Friday

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Proactive Planning: How To Help Your Clients Gain Control Of Their Future
Proactive Planning: How to help your clients gain control of their future
Entry Level Medicaid Planning, Medicaid Planning

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Final Friday Update: June 2019
Final Friday Update: June 2019
Educational Series, Final Friday

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Taxation Of Special Needs Trusts In Light Of The New Tax Law
Taxation of Special Needs Trusts in Light of the New Tax Law
Advanced Level Special Needs Planning, Special Needs Planning

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Using Medicaid Compliant Annuities To Plan For Single Clients
Using Medicaid Compliant Annuities to Plan for Single Clients
Intermediate Level Medicaid Planning, Medicaid Planning

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Final Friday Update: May 2019
Final Friday Update: May 2019
Educational Series, Final Friday

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How To Attract Clients On Facebook
How to Attract Clients on Facebook
Business Development, Marketing

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Final Friday April 2019
Final Friday Update: April 2019
Educational Series, Final Friday

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Final Friday Update: March 2019
Final Friday Update: March 2019
Educational Series, Final Friday

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Get More Clients Through Your Law Firm's Website
Get More Clients Through Your Law Firm’s Website
Business Development, Marketing

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Final Friday Update: February 2019
Final Friday Update: February 2019
Educational Series, Final Friday

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Planning-and-Applying-for-VA-Pension-Under-the-New-Rules
Planning and Applying for VA Pension Under the New Rules
Entry Level Veterans Pension Planning, Veterans Pension Planning

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Medicaid Applications: A Step-by-Step Process That Works
Medicaid Applications: A Step-by-Step Process that Works
Entry Level Medicaid Planning, Medicaid Planning

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Final Friday Update: January 2019
Final Friday Update: January 2019
Educational Series, Final Friday

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Nursing Home Claim: When Should a Family Concern Be Pursued
Advanced Level Medicaid Planning, Medicaid Planning

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Avoiding Malpractice In Medicaid Planning
Founders Series: The Ins and Outs of Fair Hearings
Educational Series, Founders Series

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Avoiding Malpractice In Medicaid Planning
Founders Series: Avoiding Malpractice in Medicaid Planning
Educational Series, Founders Series

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Simple Marketing To Get More Clients
Simple Marketing to Get More Clients
Business Development, Marketing

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Trust Lending for Medicaid Asset Protection Trusts: Your clients have a choice!
Advanced Level Medicaid Planning, Medicaid Planning

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Using Annuities To Save IRAs In Medicaid Planning
Using Annuities to Save IRAs in Medicaid Planning
Intermediate Level Medicaid Planning, Medicaid Planning

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Irrevocable Trusts As A Major Source Of Revenue For Your Practice
Founders Series: Irrevocable Trusts as a Major Source of Revenue for Your Practice
Educational Series, Founders Series

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Early Dementia And End Of Life Treatment Choices
Revolutionary Advance Directive: Early Dementia and End of Life Treatment Choices
Entry Level Medicaid Planning, Medicaid Planning

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Changes To The POMS: What You Need To Know
Changes to the POMS: What You Need to Know
Intermediate Special Needs Planning, Special Needs Planning

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Must Use Tools For Crisis Planning
Founders Series: Must Use Tools for Crisis Planning
Educational Series, Founders Series

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Using Content To Stay Top Of Mind And Get Clients
Using Content to Stay Top of Mind and Get Clients
Business Development, Marketing

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Better Serve Clients With ABLE Accounts And Special Needs Trusts
Better Serve Clients with ABLE Accounts and Special Needs Trusts
Intermediate Special Needs Planning, Special Needs Planning

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Courts And SNTs: When One Is Necessary For The Other
Courts and SNTs: When One is Necessary for the Other
Advanced Level Special Needs Planning, Special Needs Planning

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Qualified Income Trusts: Excluding Income For More Inclusive Eligibility
Qualified Income Trusts: Excluding Income for More Inclusive Eligibility
Intermediate Level Medicaid Planning, Medicaid Planning

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The Basics Of The ABLE Act
The Basics of the ABLE Act
Entry Level Special Needs Planning, Special Needs Planning

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Housing For SSI Recipients
Housing for SSI Recipients
Entry Level Special Needs Planning, Special Needs Planning

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Living Arrangements: In-kind Support And Maintenance
Living Arrangements: In-kind Support and Maintenance
Entry Level Special Needs Planning, Special Needs Planning

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Reporting To The Social Security Administration And Medicaid
Reporting to the Social Security Administration and Medicaid
Entry Level Special Needs Planning, Special Needs Planning

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Benefit Basics
Benefit Basics
Entry Level Special Needs Planning, Special Needs Planning

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Can My Special Needs Trust Pay Rent If Beneficiary Is On SSI
Can My Special Needs Trust Pay Rent if Beneficiary is on SSI
Entry Level Special Needs Planning, Special Needs Planning

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Creating Innovative, Cutting Edge Long-Term Care Planning Designs For Clients
Creating Innovative, Cutting Edge Long-Term Care Planning Designs for Clients
Advanced Level Medicaid Planning, Medicaid Planning

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What Is A Nongrantor Trust?
What is a Nongrantor Trust? – Video Presentation
Entry Level Medicaid Planning, Medicaid Planning

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Founders Series: Should You Get Plugged In?
Founders Series: Should You Get Plugged In?
Educational Series, Founders Series

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Your New Revenue Stream: Adding Elder Law To Your Estate Planning Practice
Your New Revenue Stream: Adding Elder Law to your Estate Planning Practice
Business Development, Marketing

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Developing Effective Relationships With The Geriatric Care Community
Developing Effective Relationships with the Geriatric Care Community
Business Development, Marketing

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Parental Protection Trust - Audio
Parental Protection Trust – Audio
ElderDocx, Medicaid Planning

 Click the play button to start the recording from the start. It may take a…

Designing The Lucrative Maintenance Plan
Designing the Lucrative Maintenance Plan
Business Development, Marketing

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Medicaid Planning For The Institutionalized Spouse's IRA
Medicaid Planning for the Institutionalized Spouse’s IRA: “Name-on-the-Check” Rule
Entry Level Medicaid Planning, Medicaid Planning

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Founders Series: Irrevocable Trusts: Not Just For The Rich
Founders Series: Irrevocable Trusts: Not Just for the Rich
Educational Series, Founders Series

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Why Trustees Need Your Help
Why Trustees Need Your Help
Entry Level Medicaid Planning, Medicaid Planning

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The Newest Niche: Medicaid Planning For Immigrants
The Newest Niche: Medicaid Planning for Immigrants
Entry Level Medicaid Planning, Medicaid Planning

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Avoid Malpractice When Drafting Special Needs Trusts
Founders Series: Avoid Malpractice when Drafting Special Needs Trusts
Educational Series, Founders Series

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Founders Series: Crisis Planning Strategies In A Nutshell
Founders Series: Crisis Planning Strategies in a Nutshell
Educational Series, Founders Series

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How To Help Clients With Long-term Care Planning
How to Help Clients with Long-term Care Planning
Entry Level Medicaid Planning, Medicaid Planning

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What's A Grantor Trust?
What’s a Grantor Trust?
Entry Level Medicaid Planning, Medicaid Planning

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A VA Plan Has Matured Into A Medicaid Plan, Now What?
A VA Plan Has Matured Into a Medicaid Plan, Now What?
Entry Level Veterans Pension Planning, Veterans Pension Planning

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Medicaid Planning For The Family Farm
Medicaid Planning for the Family Farm
Entry Level Medicaid Planning, Medicaid Planning

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How To Grow Your Business (and Profits) With A Maintenance Program
Founders Series: How to Grow Your Business (and Profits) with a Maintenance Program
Educational Series, Founders Series

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Founders Series: Tell The Truth, Tell It All
Founders Series: Tell the Truth, Tell it All
Educational Series, Founders Series

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Conventional (and Some Unconventional) Ways To Position Your Elder Law Practice For Growth And Stability
Conventional (and some Unconventional) Ways to Position Your Elder Law Practice for Growth and Stability
Business Development, Marketing

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Founders Series: Our Principals On Principles Introduction
Founders Series: Our Principals on Principles Introduction
Educational Series, Founders Series

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Introducing The Medicaid Family Protection Trust
Introducing the Medicaid Family Protection Trust
ElderDocx, Medicaid Planning

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LTCi & Medicaid: Planning For Uninsured, Unmovable & Cash Poor Clients
LTCi & Medicaid: Planning for Uninsured, Unmovable & Cash Poor Clients
Intermediate Level Medicaid Planning, Medicaid Planning

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The 5-Year Lookback Period - It's All That It's Cracked Up To Be
The 5-Year Lookback Period – It’s all that it’s cracked up to be!
Entry Level Medicaid Planning, Medicaid Planning

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Can We Prevent America’s Most Feared Disease?
Can We Prevent America’s Most Feared Disease?
Entry Level Medicaid Planning, Medicaid Planning

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MAPT Drafting Workshop
MAPT Drafting Workshop
ElderDocx, Medicaid Planning

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ABLE Accounts Are Here, Now What Are You Going To Do With Them
ABLE Accounts are Here, Now What are You Going to do With Them?
Intermediate Special Needs Planning, Special Needs Planning

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Getting Started (5-part Series) Part III: Getting Started In Medicaid
Getting Started (5-part series) Part III: Getting Started in Medicaid
Entry Level Medicaid Planning, Medicaid Planning

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The Effect of Gifting the Home
Advanced Level Medicaid Planning, Medicaid Planning

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Crucial Conversations: Having
Crucial Conversations: Having “The Talk” with your Clients
Intermediate Level Medicaid Planning, Medicaid Planning

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Finding Your Niche In Special Needs Planning
Finding Your Niche in Special Needs Planning
Entry Level Special Needs Planning, Special Needs Planning

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Using The Medicare Set Aside (MSA) Option For Special Needs Trusts
Using the Medicare Set Aside (MSA) Option for Special Needs Trusts
Advanced Level Special Needs Planning, Special Needs Planning

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The Medicaid Asset Protection Letter - A Win/Win For You And Your Clients
The Medicaid Asset Protection Letter – A Win/Win For You and Your Clients
Intermediate Level Medicaid Planning, Medicaid Planning

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Funding Special Needs Trusts With Retirement Accounts
Funding Special Needs Trusts with Retirement Accounts
Intermediate Special Needs Planning, Special Needs Planning

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Medicaid Asset Protection Letter (MAPL): Married Couple, Crisis Planning
Medicaid Asset Protection Letter (MAPL): Married Couple, Crisis Planning
ElderDocx, Medicaid Planning

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Medicaid Asset Protection Letter (MAPL): Single Person, Crisis Planning
Medicaid Asset Protection Letter (MAPL): Single Person, Crisis Planning
ElderDocx, Medicaid Planning

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Medicaid Appeals And Fair Hearings
Medicaid Appeals and Fair Hearings
Advanced Level Medicaid Planning, Medicaid Planning

 Click the play button to start the video from the beginning.  Click the chapters icon…

Simplifying The Medicaid Application Process
Simplifying the Medicaid Application Process
Intermediate Level Medicaid Planning, Medicaid Planning

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Building Relationships With Nursing Homes
PEP Talk: Building Relationships with Nursing Homes
Business Development, Lab Services, Marketing, PEP Talks

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PEP Talk Building Relationships With Financial Planners
PEP Talk: Building Relationships with Financial Planners
Business Development, Lab Services, Marketing, PEP Talks

 Click the play button to start the video from the beginning.  Click the chapters icon…

When Are Transfers To A MAPT Or VAPT Completed Gifts?
When are Transfers to a MAPT or VAPT Completed Gifts?
Advanced Level Medicaid Planning, Medicaid Planning

 Click the play button to start the video from the beginning.  Click the chapters icon…

How To Help Clients Understand The Value Of Proactive Planning
How to Help Clients Understand the Value of Proactive Planning
Business Development, Firm Management

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Entering VA Pension Planning From The Ground Floor
Entering VA Pension Planning from the Ground Floor
Entry Level Veterans Pension Planning, Veterans Pension Planning

 Click the play button to start the video from the beginning.  Click the chapters icon…

Annuities And Promissory Notes Used In Medicaid Planning
Annuities and Promissory Notes Used in Medicaid Planning
Intermediate Level Medicaid Planning, Medicaid Planning

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Leverage Your Estate Planning Knowledge
Leverage Your Estate Planning Knowledge: Asset Protection for An Aging Population
Entry Level Medicaid Planning, Medicaid Planning

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Understanding The Gift And Estate Tax Rules For MAPTs And VAPTs
Understanding the Gift and Estate Tax Rules for MAPTs and VAPTs
Intermediate Level Medicaid Planning, Medicaid Planning

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Sole Benefit Trust
Sole Benefit Trust
ElderDocx, Medicaid Planning

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Effective Use Of The ElderDocx Promissory Note & Annuity Calculators
Effective Use of the ElderDocx Promissory Note & Annuity Calculators
ElderDocx, Medicaid Planning

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The Caregiver Agreement
The Caregiver Agreement
ElderDocx, Medicaid Planning

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Promissory Note And Calculator
Promissory Note and Calculator
ElderDocx, Medicaid Planning

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Spotlight – Elder Law Immersion Camp

Upcoming Camp:  June 23rd – 25th

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, J.D.

VALERIE PETERSON
CEO ElderCounsel

Steve Riley

STEVE RILEY, J.D.
Certified Practice Advisor

Jim Wolverton, J.D

JIM WOLVERTON
Assistant Education Director

lori pulvermacher

LORI PULVERMACHER
Director of Business Solutions, LAB Services

 

Upcoming Events

june

04jun1:00 pm5:00 pmAdvanced Veterans Pension Planning

10jun12:00 pm1:00 pmUsing Presentations to Increase Credibility, Engagement, and ConversionsHosted by: Law As a Business

10jun1:00 pm4:00 pmNavigating Michigan Medicaid PlanningPresented by: Krause Financial Services and ElderCounsel

11jun12:00 pm12:30 pmQuarterly Catch UpFREE WEBINAR

14jun12:00 pm1:00 pmNavigating the Uncertainty of the Proposed Tax Code ChangesFREE WEBINAR

17jun(jun 17)10:00 pm18(jun 18)5:00 pmSpecial Needs Planning and Drafting Immersion CampOnline Immersion Camp

23junAll Day25Elder Law Immersion & Practice Building Camp(ONLINE, 12 MONTH CAMP)

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