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Elder Law Immersion Camp 2021

$250.00$1,995.00

ElderCounsel member only event
Member Price: $1,995
Reserve your seat for $250 (remaining balance will be charged 3 business days before the course)

Upcoming Camp:
October 27-29, 2021 (Virtual Seats Available)

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Description

Thank you for your interest in attending an ElderCounsel education event.  We will be hosting all of our education events using an online platform until at least Spring 2022.  We look forward to seeing you all in person again.  We will be reassessing our timeline in early 2022 and make any relevant announcement with ample time for you to make the necessary travel plans.

Upcoming Online Camp:

October 27-29, 2021
– Pre-camp call is on October 18, 2:00-2:30 p.m. ET

The Elder Law Immersion and Practice-Building Camp is truly unlike any CLE you’ve attended.”

This program will get ElderCounsel members 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.

What You Get With Registration
Registration for this course includes a full year program that starts before you even come together for three days.

Prior to the camp, you will be guided through a five-part video series to lay the foundation of elder law. You will also complete a “Getting to know your Medicaid rules” assignment. Access to these items are given as soon as you register. Fully completing these items will help deepen your overall knowledge of Medicaid planning and you’ll get the most out of this program. We will also go over these items during your pre-camp call which typically takes place 1 week before the camp.

Immediately following the three day camp, you’ll go through an implementation series where you will review how to draft documents and be able to ask questions in a live question and answer session. This will give you peace of mind that what you are doing is correct and engrave the skills you’ve been taught. There are also monthly on-demand courses and follow up calls to facilitate your continued training.  

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CLE
3-day course qualifies for up to 13.25 hours total CLE, 1 hour ethics
Pre-approved: AR, CA, CO, FL, HI, MT, ND, NJ, NY, PA
Pending Approval: OH, KS
Attorney will self apply in states not listed.

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Online Location: Live streaming via Zoom

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Questions about the program?
ElderCounsel members are encouraged to reach out to their Account Manager with any questions regarding this event. Not an ElderCounsel member and want to join? Contact us today!

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Webcast Requirements
This event requires a great deal of participation from attendees. We highly recommend attending in-person if at all possible. If you opt to attend via live webcast, we ask that you prepare accordingly by following the guidelines below:

  1. Be prepared to share your webcam. This will allow attendees and presenters to see you and more easily interact with you during the event.
  2. Be sure your Internet speed will support streaming the workshop.
    • You must have an Internet connection with a minimum speed of 10 Mbps. We strongly recommend a wired connection. You may learn your speed at www.speedtest.net.
    • A quiet place without interruptions
    • A working microphone
    • Google Chrome as your recommended browser
    • Close other applications and bandwidth heavy items such as cloud applications that require continuous syncing
    • Headphones are recommended for listening.
  3. If at all possible, make plans to participate from a location outside of your office. This event requires participation from attendees and if you are interrupted by work demands you (and other attendees) will not get the full benefit from the event and it will be disruptive for everyone.
  4. Come ready to participate, learn, and have fun!
 

Once you have signed up for ELIC you will be given access to the 2021 ELIC Roadmap

The Speakers

Valerie Peterson, J.D.

VALERIE PETERSON, J.D.
CEO, ElderCounsel

Steve Riley

STEVE RILEY, J.D.
Certified Practice Advisor

Jim Wolverton, J.D

JIM WOLVERTON, J.D.
Director of Education, ElderCounsel

Prior to the Camp

  • Pre-camp call to discuss how the Camp will be conducted
  • Getting started self guided 5-part webinar series
  • Pre-Camp assignments: Getting to know your Medicaid rules

Day 1: 10:30 a.m. – 6:30 p.m. ET

10:30 – 11:00

Welcome and Opening Exercise

11:00 – 01:30

Medicaid: Countable Assets, Penalties and Exempt Transfers
This session will explore what is meant by countable and non‐countable assets for purposes of Medicaid eligibility, the rules as they relate to gifting, what exempt transfers are allowed, and how to calculate the Community Spouse Resource Allowance (CSRA) and Minimum Monthly Maintenance Needs Allowance (MMMNA) for married couples.

01:30 – 02:00

Crisis Planning Strategies
During this session attendees will learn “must‐know” crisis planning strategies allowed under current federal law, a process to evaluate a crisis planning case and how to determine what is applicable in their own state.

02:00 – 03:00

Lunch – On Your Own

03:00 – 05:30

Crisis Planning Strategies Continued

05:30 – 06:30

Confirming Rules and Strategies in Your State and Introduction to Case Studies
Each attendee will work on finding state specific rules, and will be responsible for looking up their state’s Medicaid rules for at least 3 strategies. Instructors will assist as needed.

06:30 – 06:30

Adjourn

Day 2: 10:30 a.m. – 6:30 p.m. ET

10:30 – 11:30

Crisis Planning Case Studies

11:30 – 02:00

Proactive Planning: Adding the Medicaid Asset Protection Trust to Your Practice
This session will start with an overview of trust basics, and continue with a look at the federal rules authorizing the use of an irrevocable Medicaid Asset Protection trust, the tax implications of this type of trust, and the circumstances under which this type of trust may be used.

02:00 – 03:00

Lunch – On Your Own

03:00 – 04:00

The Rest of the Story
We will wrap up the Medicaid planning section of the camp with a few final legal concepts as well as practical tools to use as you onboard this new planning area to your practice.

04:00 – 05:30

Are You Ready to Transform Your Practice?
Are you a Jack of all trades muddling your marketing message? What are the profitability zones in your practice? This session introduces a strategic planning tool called the Practice Model Solution to help you analyze your practice model, your practice marketing strategies, your practice management strategies, and your uniqueness strategies.

05:30 – 06:30

My Practice Focus™
Communication is the key to helping potential clients and referral sources know how you can assist them and their families with the costs of long-term care. We will work with you to create and test your communication skills to ensure your community knows exactly what you do.

06:30 – 06:30

Adjourn

Day 3: 10:30 a.m. – 5:30 p.m. ET

10:30 – 12:45

The Initial Consultation: How to Get Hired Without Teaching the Client Everything You Know
During this session attendees will learn ways to present the idea of Medicaid planning to clients in a way that will encourage clients to hire them for this type of work.

12:45 – 02:00

The Pricing Dilemma
The challenge with pricing services often involves balancing what is fair to the attorney and what is fair to the client. During this session we will explore different pricing strategies attorneys can implement in order to overcome the pricing dilemma.

02:00 – 03:00

Lunch – On Your Own

03:00 – 04:00

The Ethics of Elder Law
Elder Law brings with it some particular ethical challenges, including determining who your client is, how to handle a client with questionable capacity, and how to deal with challenging family members.

04:00 – 05:30

Next Steps: What to Do When I Get Home
Attendees will learn how to continue their learning when they return home, and how to focus their marketing efforts in the area of elder law.

05:30 – 05:30

Adjourn

Event Sponsors

Interested in sponsorship opportunities with ElderCounsel? Click here for more information.

Additional information

ELIC Class

February, March, April, July, June, August, September, October, December

ELIC Event Option

Attend In Person, Attend via Webcast

Payment Options

Pay in Full, Reserve Your Seat

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