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Elder Law Immersion Camp for Non-Attorneys – Sept. 2022

In-Person 2-Day Immersion Camp
September 14 & 15, 2022, 8:30 a.m.-5:30 p.m. MT
Pre-Camp Call: September 6, 12:30-1:00 p.m. MT

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Do you work at an elder law firm but want more substantive legal knowledge about the Medicaid cases you work on? Are you an attorney that manages staff and you don’t have time to teach them Medicaid rules and strategy?  

If you answered “Yes, holy cow how do they know me so well?” to either question then this course is here to help.

This course is for non-attorney staff members at elder law firms that will be taught concurrently with the live Elder Law Immersion and Practice-Building Camp. It is an introduction into the area of Medicaid planning. We will cover the basic rules and strategy of Medicaid planning, trusts used in this planning area, and how to use the ElderDocx document assembly system to support your clients.

This course will provide an opportunity to gain hands-on drafting experience and familiarity with the tools provided by your ElderCounsel membership.

Who Should Attend: Non-attorney staff of ElderCounsel members or those from offices with attorneys attending the Elder Law Immersion and Practice-Building Camp.


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].

The Speakers

Valerie Peterson, J.D.

CEO, ElderCounsel

Jim Wolverton, J.D

Director of Education, ElderCounsel

Prior to the Camp

  • Pre-camp call to discuss how the Camp will be conducted

Day 1: 8:30 a.m. – 5:00 p.m. MT

08:30 – 09:00

Welcome and Opening Exercise

09:00 – 11:30

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.

11:30 – 12:00

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.

12:00 – 01:15

Lunch – On Your Own

01:15 – 03:45

Crisis Planning Strategies Continued

03:45 – 05:00

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.

05:00 – 05:00


Day 2: 8:30 a.m. – 5:00 p.m. MT

08:30 – 09:30

Crisis Planning Case Studies

09:30 – 12:00

Crisis Planning Process, Pricing, and Drafting the MAPL
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. We will also explore how to create a MAPL in the ElderDocx® drafting software.

12:00 – 01:00

Lunch – On Your Own

01:00 – 03:00

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. 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.

03:00 – 05:00

Proactive Planning Case Study and Drafting
This session will focus on a case study for a proactive planning case. We will discuss how to spot issues in the case, how best to plan for their specific set of facts, and we will draft a Medicaid Asset Protection Trust (MAPT). Finally, we will talk about how to fund the trust. During this session you will use the proactive planning case study and put a MAPT together using a design sheet from case facts. We will be “on hand” to help with any questions and make sure your trust is complete and you fully understand the process of completing the various answers and selections in ElderDocx.

05:00 – 05:00


Event Sponsors

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

Additional information

Payment Options

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