The ElderCounsel Document Library
Case Law, Codes & Regulations, Whitepapers, and more.
NOTE: While we transition to our new Document Library format, if there is a document you cannot find,
try the Archive section at the bottom
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TIP – Main categories are on the left – sub categories are at the top.
Powers of Appointment
October 16 2020
No Conduit Trusts in ElderDocx
October 16 2020
Third-Party Supplemental Needs Trust (SNT) Design Sheet
October 14 2020
Qualified Income Trust (QIT) Design Sheet + Flow Chart
October 14 2020
VAPT Design Sheets + Flow Chart
October 13 2020
MAPT Design Sheet + Flow Chart
October 13 2020
RLT Married Design Sheet
October 13 2020
Medicaid Family Protection Trust (FPT) Design Sheet
October 13 2020
Standalone Will Design Sheet (Word)
October 13 2020
Sole Benefit Trust Design Sheet
October 9 2020
Daley and Nadaeu Whitepaper
October 7 2020
Nonstatutory Durable Power of Attorney Design Sheet
October 6 2020
State Reopening Guide
June 4 2020
State Emergency Orders
April 13 2020
Paycheck Protection Program Loan FAQ
April 7 2020
Resource Guide: Running Your Practice Amid COVID-19
March 17 2020
Coronavirus Tool Kit
March 11 2020
- All
- Annuity for Community Spouse
- Award of Attorney Fees
- Caregiver Agreements
- Case Law
- Community Spouse Resource Allowance
- ElderDocx® Resources
- Elective Share
- Fair Hearing Requirements
- Federal
- Intent to Return Home
- Irrevocable Trusts
- Marketing
- Marketing & Practice Materials
- Marketing Content
- Medicaid Estate Recovery
- Missouri
- New York
- Nursing Home Admissions
- Pennsylvania
- Personal Guarantees
- Powers of Attorney
- Sample Documents
- Special Needs Trusts
- The LAB Services
- Transfers and Medicaid Qualification
- VA Resources
- Veterans Benefits
- Whitepapers & Articles
Daley and Nadaeu Whitepaper
October 7 2020
Sample SECURE Act Blog Article
July 7 2020
Sample Client Letter re: SECURE Act
July 7 2020
SECURE Act PowerPoint Presentation
July 7 2020
Understanding VA Benefits
January 6 2020
Household Employer’s Tax Guide (IRS Pub 926)
October 15 2018
Swartz v. New York Dept. of Health
October 11 2018
Hedlund v. Wis. Dept. of Health Services
April 17 2017
Estate of Peterson
August 19 2014
Shakhnes v. Berlin
August 17 2012
Cardona v. Shinseki
August 30 2011
Estate of Nettie Irons v. Arcadia Healthcare
August 3 2011
Kindred Nursing Centers v. Clark
August 3 2011
J.P. et al. v. Missouri FSD
April 20 2010
Alford v. Division of Medicaid
April 7 2010
Johnson v. Lodge
December 10 2009
Weatherbee v. Richman
October 13 2009
Verdow v. Sutkowy
July 2 2009
In Re Estate of Frank W. McKinney
December 23 2008
Ross v. Department of Public Welfare
May 1 2008
Carroll v. Butterfield Health Care, Inc.
April 17 2008
James v. Richman
June 28 2007
- All
- Case Law
- COVID-19
- ElderDocx® Resources
- Facts and Figures
- Maine
- Marketing
- Marketing & Practice Materials
- Marketing Content
- Press Releases and Announcements
- Reference Materials
- Sample Documents
- Special Needs Trusts
- State
- The LAB Services
- VA Resources
- Veterans Benefits
Sample SECURE Act Blog Article
July 7 2020
Sample Client Letter re: SECURE Act
July 7 2020
Coronavirus Tool Kit
March 11 2020
Estate Planning Documents That Each of Us Should Have
January 6 2020
MaineCare Eligibility, Benefits, and Estate Recovery
January 6 2020
Understanding VA Benefits
January 6 2020
Presentation to Clients: Protect Your Home and Savings
January 6 2020
Sample Press Release Announcing Membership in ElderCounsel
October 11 2018
National Elder Law Month Press Release
October 11 2018
How to Build or Enhance Your Elder Law Practice
October 11 2018
Representing a Client with Diminished Capacity
October 11 2018
What is Elder Law? (Article)
October 11 2018
Understanding the AHCA Whitepaper
October 11 2018
Letter to Clients regarding the AHCA
October 11 2018
What is a MAPT
October 11 2018
Chapter 709 White Paper
July 17 2018
Termination Power Co Decision
October 31 2008
Trust Termination Power
October 17 2008
What’s New in ElderDocx (and Some Tips and Tricks)
October 11 2018
Become a Master Document Formatter
November 20 2014
Same-Gender Planning in ElderDocx
October 14 2014
Multi-Document Assembly within ElderDocx®
May 22 2014
Creating Scenarios within ElderDocx®
May 15 2014
- All
- Caregiver Agreements
- Codes and Regulations
- Customizing
- Design Sheets
- Drafting and User Tips
- EC Medicaid Asset Protection Trust®
- ElderDocx® Resources
- Facts and Figures
- Reference Materials
- Teleconferences, Webinars, & Education
- VA Resources
- Whitepapers & Articles
Powers of Appointment
October 16 2020
No Conduit Trusts in ElderDocx
October 16 2020
Third-Party Supplemental Needs Trust (SNT) Design Sheet
October 14 2020
Qualified Income Trust (QIT) Design Sheet + Flow Chart
October 14 2020
VAPT Design Sheets + Flow Chart
October 13 2020
MAPT Design Sheet + Flow Chart
October 13 2020
RLT Married Design Sheet
October 13 2020
Medicaid Family Protection Trust (FPT) Design Sheet
October 13 2020
Standalone Will Design Sheet (Word)
October 13 2020
Sole Benefit Trust Design Sheet
October 9 2020
Nonstatutory Durable Power of Attorney Design Sheet
October 6 2020
HIPAA Authorization
October 2 2020
Nonstatutory Health Care Power of Attorney Design Sheet
October 2 2020
Parental Protection Trust (PPT) Design Sheet
October 2 2020
Self-Settled SNT (d4A) Design Sheet + Work Flow
September 25 2020
RLT Unmarried Design Sheet + Flow Chart
September 21 2020
Secure Act Provisions
February 19 2020
Personal Property Memorandum Questions and Answers
November 18 2019
Explanation of Terms Used in the Questionnaire
November 18 2019
VA Pension Planning Strategies
October 21 2019
Gift Plus Promissory Note Example
September 16 2019
Gifting Plus Annuity Example
September 16 2019
MFPT Overview
August 14 2019
PPT Overview
August 14 2019
The EC Medicaid Asset Protection Trust™ Toolkit
July 19 2019
Life Estate and Remainder Interest Table
July 17 2019
Arbitration Authority in Power of Attorney
July 17 2019
EC Medicaid Asset Protection Trust – Overview
January 10 2019
Household Employer’s Tax Guide (IRS Pub 926)
October 15 2018
What’s New in ElderDocx (and Some Tips and Tricks)
October 11 2018
Why use a decanting provision?
April 19 2015
Become a Master Document Formatter
November 20 2014
Same-Gender Planning in ElderDocx
October 14 2014
Multi-Document Assembly within ElderDocx®
May 22 2014
Creating Scenarios within ElderDocx®
May 15 2014
MAPT: Use SSN or EIN?
August 8 2012
RLT Overview
July 29 2012
VAPT Overview
June 28 2012
MAPT Overview
May 30 2012
Crummy Powers
July 19 2009
- All
- Before the first meeting
- COVID-19
- Maine
- Marketing
- Marketing & Practice Materials
- Marketing Content
- Medicaid
- Office Set Up
- Office Staffing
- Practice Guides
- Profitability & Budgeting
- Referral Network
- State
- The LAB Services
- Time Management
- VA Resources
- Veterans Benefits
Coronavirus Tool Kit
March 11 2020
Estate Planning Documents That Each of Us Should Have
January 6 2020
MaineCare Eligibility, Benefits, and Estate Recovery
January 6 2020
Understanding VA Benefits
January 6 2020
Presentation to Clients: Protect Your Home and Savings
January 6 2020
Practice Fit Determination Style 2 – Welcome Letter (OCF.7)
October 22 2018
Crucial Advance Planning Style 1 – Welcome Letter (OCF.6)
October 22 2018
Before the First Client Meeting (Chapter 4)
October 22 2018
Marketer Job Description (OCF.5)
October 22 2018
Practice Manager Job Description (OCF.4)
October 22 2018
Coordinator Job Description (OCF.3)
October 22 2018
Medicaid Specialist Job Description (OCF.2)
October 22 2018
Customer Service Manager Job Description (OCF.1)
October 22 2018
Medicaid Office Staffing (Chapter 3)
October 22 2018
Designing Your Medicaid Office (Chapter 2)
October 22 2018
An Introduction to Medicaid Office Management (Chapter 1)
October 22 2018
Building Relationships with Nursing Homes (PPT)
April 26 2016
Nursing Home Income & Asset Analysis Form
April 26 2016
PEP Talk: How to Host a Friends and Family Event (PPT)
December 15 2015
2015-08-25-Managing Interruptions – Part 1 – Transcript
November 10 2015
2015-09-18-Managing Interruptions – Part 2 – Transcript
November 10 2015
Position Your Practice for Growth in 2016 (PPT)
November 4 2015
Setting a Marketing Budget
March 12 2015
Law Practice Operation Foundation Worksheets
March 12 2015
Professional Relationship Intake Form
November 14 2014
Active Case Marketing Quarterly Implementation Flowchart
November 14 2014
Example Database
November 14 2014
Active Case Marketing System Financial Planner Flow Chart
November 14 2014
Advanced Client Tracking Sheet
September 16 2014
7 Touch Systematic Marketing Campaign
September 16 2014
Questions completed for How to Get the Ideal Client in the Door
September 16 2014
Capturing Opportunities
July 31 2014
New Referral Source Thank You Tracking Campaign
June 26 2014
Referral Profile Building
June 26 2014
Intake Referral Source Client
June 26 2014
Referral Network Development Plan
April 30 2014
Operating Information
April 30 2014
Referral Source Quarterly Assessment
January 1 2014
Referral Source Rating Assessment
January 1 2014
12 Month Systematic Marketing Campaign
January 1 2014
Client Referral Network Diagram
January 1 2014
VA Pension Planning Chart
December 11 2013
Cash Flow Analysis
December 11 2013
Operating Analysis Example
December 11 2013
Identifying the Referral Source Worksheet
December 31 1996
- All
- ElderDocx® Resources
- Marketing
- Marketing & Practice Materials
- Marketing Content
- The LAB Services
- VA Resources
- Veterans Benefits
- Whitepapers & Articles
Understanding VA Benefits
January 6 2020
2020 VA Pension Benefit Figures
January 2 2020
VA Pension Planning Strategies
October 21 2019
21P-0969 – Income and Asset Statement
November 8 2018
21P-527EZ – Application for Veterans Pension
November 8 2018
Summary of VA rule changes for client or referral source
November 6 2018
The Use of Irrevocable Trusts in VA Pension Planning
October 1 2018
Whitepaper VA Pension Rule Changes
September 19 2018