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Elder Law Immersion Camp 2022

$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 Camps:
November 9-11, 2022: Virtual Seats Available via Zoom

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Description

This is an event exclusive to ElderCounsel members only. Members are encouraged to reach out to their Member Consultant with any questions regarding this event. Not an ElderCounsel member but want to learn how to join and attend this event? Contact us today!

Upcoming Camps:

November 9-11, 2022: Virtual Seats Available via Zoom

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The Elder Law Immersion 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 about integral tools, drafting techniques, and how to leverage your ElderCounsel membership for you and your clients’ benefit. In addition, we will take time to discuss 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. 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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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!

Cancellation Policy: Any enrollee in an ElderCounsel course (excluding online courses in the Learning Center) that cancels:

  • More than 10 business days in advance of the start of the course will be eligible for a full refund;
  • Within 3-10 business days of the start of a course, will be charged a $250 cancellation fee; and
  • Less than 3 business days prior to the start of the course, will not receive a refund.

Once you have signed up for ELIC you will be given access to the 2022 ELIC Roadmap

 

The Speakers

Valerie Peterson, J.D.

VALERIE PETERSON, J.D.
CEO, ElderCounsel

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. – 7:00 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 – 03:15

Lunch – On Your Own

03:15 – 05:45

Crisis Planning Strategies Continued

05:45 – 07:00

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.

07:00 – 07:00

Adjourn

Day 2: 10:30 a.m. – 7:00 p.m. ET

10:30 – 11:30

Crisis Planning Case Studies

11:30 – 12:30

Crisis Planning Process and Pricing
Starting in a new practice area can be daunting if you don’t have each step of the client’s journey mapped out. In this session, we will discuss a proven processes to help you start seeing both crisis and proactive Medicaid planning clients with confidence. Pricing your legal services often involves balancing what is fair to the attorney and what is fair to the client. We will also explore different pricing strategies attorneys can implement in order to overcome the pricing dilemma.

12:30 – 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 – 05:00

Proactive Planning Continued
We will continue to explore the Medicaid Asset Protection trust and how to draft the document to accomplish all of your client’s asset protection goals, distributions plans, and end of life consequences.

05:00 – 06:00

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.

06:00 – 07:00

Online Presence Assessment
Regardless of how well you know the Medicaid rules you must get the word out in your community that you can help families plan for long-term care. Your digital presence is essential to build trust with potential clients, current clients and referral sources. We will be joined by the marketing professionals from Law as a Business Services to help assess your current online status during this interactive session.

07:00 – 07:00

Adjourn

Day 3: 10:30 a.m. – 5:00 p.m. ET

10:30 – 12:30

Drafting the Medicaid Asset Protection Letter
We will implement the knowledge you have learned over the previous two days to draft a Medicaid Asset Protection Letter (MAPL) in ElderDocx®. During this hands-on session attendees will learn how to draft a MAPL then use a crisis planning fact pattern to create their own letter. This will give attendees experience in using the document assembly software, penalty period calculators, and work through recommendations that would be made to clients seeking your counsel.

12:30 – 02:00

Drafting the Medicaid Asset Protection Trust
During the next session we will teach you how to access the EC Medicaid Asset Protection Trust® (MAPT) document set. Within the document set you will draft a trust using the options in the software to name trustees and designate their authority, lifetime beneficiaries, distribution options, and death beneficiaries. We will also work on the ancillary documents included in the MAPT document set including the Pour-Over Will, Trust Summary, and Funding Letter as well as Information for Tax Professionals.

02:00 – 03:15

Lunch – On Your Own

03:15 – 04:15

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.

04:15 – 05:00

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.

05:00 – 05:00

Adjourn

Event Sponsors

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Additional information

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