Filter by CategoryAllBinders and TabsEducation CoursesEvent RecordingsLive ProgramsMarketing ContentMembershipWebinarGetting Potential Clients to “Yes” – March 2020Veterans Pension Planning & Drafting Immersion Camp (Oct. 2019 Recording)June 2019 Special Needs Planning and Drafting Camp Course RecordingsGetting Potential Clients to “Yes”Advanced VA Pension Planning Webinar (2019 recording)Elder Law Ethics: Representing Clients with Diminished CapacitySpecial Needs Planning and Drafting Immersion CampElder Law Immersion Camp for Non-AttorneysAn Intro to Veterans Benefits PlanningElder Law Immersion CampPreparing Your Marketing Plan for 2020Protecting Farmland and Other Income Producing PropertyElderCounsel MembershipFoundational MembershipMarketing Immersion CampVeterans Pension Planning & Drafting Immersion CampAdvanced Medi-Cal Planning 2017The Nitty Gritty of Medicaid and VA ApplicationsHow to Perform the (seemingly) Impossible: The Non-Lawyer Initial ConsultationVAPT Online Drafting CampVeterans Pension Planning Immersion Camp (2018)Paper of Trusts2 Inch Portfolio BindersEstate Planning PortfolioIndividual TabsPortfolio Tab Sets1.5 Inch Trust Administration Portfolio1 Inch Special Needs or Generic Portfolio1 Inch Portfolio BindersSpecial Needs Planning Immersion Camp 2018Medicaid Asset Protection Trust Drafting CampRevocable Living Trust Drafting CampGenerating Clients (and Revenue) with Elder Law (marketing content)Presentation to Clients: Protect Your Home and Savings (marketing content)Crucial Conversations with Clients (marketing content)Trouble in Paradise: Navigating Elder Law EthicsRamp up Your Client Base During the Holidays (marketing content)Package: Symposium 2017 Elder Law Track (19 sessions – audio download)Package: Symposium 2017 – ALL Sessions (audio download)Medi-Cal A-Z (2017)Office Landmines That Costs Business and How to Avoid Them (Download)Anatomy of a Social Security Disability CaseElder Law Ethics (2016)Package: Elder Law Track (13 sessions – audio download)Your Future Elder Law Practice (audio download)A Tale of 2 (or More) Solutions: Medicaid Planning (audio download)A Tale of 2 (or More) Solutions: VA Pension Planning (audio download)Medicaid Asset Protection Trust (MAPT) Drafting WorkshopSpecial Needs Trusts Drafting Workshop (download)ABLE Accounts are Here, Now What are You Going to do With ThemLifetime Trust Administration – The Practical SideEnhancing Your Value in a Technology Driven SocietyWhat Happens When the Plan you Prepared Takes an Unexpected TurnThe Mysterious (and necessary) World of DecantingMedicaid Planning for Wartime Veterans – The Balancing ActAre In Person Initial Consultations a Thing of the Past?Foundations in Tax PlanningMedicaid Appeals and Fair HearingsIntegrating Elder Law Into Your Estate Planning Practice (Download)How to Run a Weekly Team MeetingWays to Give Constructive Feedback to Your Support StaffWhen are Transfers to a MAPT or VAPT Completed Gifts?Ways to Ask Clients for ReferralsProblems and Opportunities as LGBT Marriage Rights RolloutHot Topics in VA Pension Planning: Selling the Home (download)Understanding the New ABLE ActSpecial Needs Trusts Drafting Camp (download)Dealing with Changed Circumstances in Irrevocable Trusts: Decanting, Trust Protectors (audio)How to Prepare and File a VA Pension Application Efficiently and SuccessfullyOne Size Does Not Fit All: Pricing Strategies for Elder Law and Special Needs Planning (download)Planning for the Special Needs Client: A Primer for Estate Planning Attorneys (download)Til Death Do Us Part or One of Us Needs Medicaid: What Every Senior Needs to Know (Download)Planning for the Unexpected: How to Undo a Medicaid Asset Protection Plan (Download)Entering Special Needs Planning from the Ground Floor (download)Tools for Creating an Excellent Law Firm CulturePlanning Strategies for an Aging Population (audio download)Advanced Medicaid Planning Series: Parts IV and V (Download)Advanced Medicaid Planning Series: Part III (Download)Advanced Medicaid Planning Series: Part I and II (Download)Understanding Medicare Set Aside Trusts Part I and II (download)Understanding the Difference Between Irrevocable Trusts for Medicaid and VA Pension PlanningAnnuities and Promissory Notes in Medicaid Planning (download)Top 5 Practice Tips for the Special Needs Practitioner (audio download)Special Needs Trusts & Qualified Retirement Accounts – What You Need to Know (download)Best Selling REGISTERElder Law Immersion Camp $250.00 – $1,995.00 BUY NOWAdvanced VA Pension Planning Webinar (2019 recording) $229.00 BUY NOWIndividual Tabs $4.55
