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Elder Law Immersion Camp 2022


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:
June 22-24, 2022: Denver, CO and Virtual Seats Available!

This product can only be purchased by members.
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This is an event exclusive to ElderCounsel members only. Members are encouraged to reach out to their Account Manager 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:

June 22-24, 2022: Denver, CO and Virtual Seats Available! (Pre-Camp Call: Tuesday, June 14, 3:00-3:30 p.m. ET)

LIMITED SEATS AVAILABLE! To ensure a high quality experience for all attendee, and to allow for social distancing at in-person events, we are limiting each course to 35 in-person and 15 virtual seats. These are strict max capacities. We expect events to sell out. Register early to ensure your seat is saved.


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.  


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.


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
    • 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!

In-Person Event Requirements

  • Unless otherwise required by applicable law or the CDC at the time of the event, Personal Protective Equipment (PPE) and social distancing will not be required for in-person gatherings, but are permitted at the option of each attendee irrespective of the person’s vaccination status. Please note that this policy is subject to the rules of the location where an event is being held (i.e., The LAB Building [Denver Place/LBA Realty]), and if such rules are stricter than this ElderCounsel policy, all attendees will be required to comply with such rules.  ElderCounsel will provide any such rules to attendees in all pre-event communications, and updates as such updates are made available to ElderCounsel. Private business rules will still need to be adhered to, i.e. The LAB Building (Denver Place/LBA Realty).
  • Webcast options will be made available for most events for any attendee who is unable or unwilling to attend in person.
  • If an attendee is exhibiting flu-like symptoms (as defined by the CDC) they will not be permitted to attend an in-person event. The attendee should notify an ElderCounsel representative as soon as possible if the attendee is experiencing flu-like symptoms and alternative arrangements will be made for the attendee.
    • If an attendee begins exhibiting symptoms after they have arrived at an ElderCounsel event, ElderCounsel reserves the right to ask the attendee to remove themselves from the premise.
  • If an attendee is unable to attend a live event due to illness, the attendee will be permitted to attend via live webcast (when applicable). If no webcast option is available for an event, ElderCounsel’s refund policy will apply.

Cancellation Policy: Any enrollee in an ElderCounsel course (excluding online courses in the Learning Center) that cancels at least 10 business days in advance of the start of the course will be eligible for a full refund.

  • Any cancellations within 3-10 business days of the start of a course, will receive a full refund less a $250 cancellation fee.
  • For cancellations occurring with less than 3 days’ notice, no refunds will be issued.
  • For the Elder Law Immersion Camp, the cancellation fee of $250 will be waived if the attendee registers for the next available Elder Law Immersion Camp.

Substitution Policy: If you are unable to attend, you may transfer your registration to another person within your organization by submitting the new attendee’s name and contact information [email protected].

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


The Speakers

Valerie Peterson, J.D.

CEO, ElderCounsel

chuck terry

SalesGrowth MD, Inc.

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 6-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 – 03:00

Lunch – On Your Own

03:00 – 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


Day 2: 10:30 a.m. – 7:00 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

Crisis and Proactive Planning Processes 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 two 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.

05:30 – 07:00

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.

07:00 – 07:00


Day 3: 10:30 a.m. – 5:30 p.m. ET

10:30 – 12:45

Skill Building
We will take advantage of the opportunity to work together and implement the lessons learned during the first two days of the camp through skill building exercises in a controlled environment. Working in small groups you will be able to flex your new knowledge with your peers so that you can walk out of this camp confident in your abilities.

12:45 – 02:15

Crisis Planning Strategy Deep Dive
During this session we will work through a variety of common Medicaid crisis planning scenarios to reinforce the options available for families facing a long-term care emergency and review the tools available at your disposal to provide them valuable legal counsel.

02:15 – 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 – 05:30

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


Event Sponsors

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

Additional information

ELIC Class

January, 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