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Package: Elder Law Track (15 sessions – audio download)

$0.00

All 15 breakout elder law sesssions (2015 Symposium)

  • Planning for Veterans: Medicaid, VA or Both?
  • Elder Law Update
  • Communicating the Value of Irrevocable Trusts to Potential Clients
  • Designing the Perfect Trust for the Imperfect Client – 2 “Difficult” Client Situations
  • 20 Strategies to Grow Your Elder Law Practice
  • Drafting Traps to Avoid in Special Needs Trusts
  • Providing Personal Service in an Automated World: Combating LegalZoom and Others Like it
  • Our Population is Aging: Is Your Practice Prepared?
  • Planning Strategies for Married Couples – Before and After Medicaid Eligibility
  • The State is Waiting: Strategies for Dealing with Estate Recovery
  • When the Perfect Plan Becomes Imperfect: Why Decanting is Necessary in Elder Law
  • Do Your Intake Procedures Need a Facelift?
  • Protecting Farmland and Other Income Producing Property
  • Finding Your Niche in Special Needs Planning
  • VA Pension Planning in Uncertain Times

CLE: 17 hours CLE

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Planning for Veterans: Medicaid, VA or Both?
Bill Alexander, JD
Mixing oil and water–mixing VA planning with Medicaid can be tricky. We will explore when to choose between the two, and/or to plan sequentially, as well as those times you can do both successfully.
CLE: 1.5 hours CLE

Designing the Perfect Trust for the Imperfect Client – 2 “Difficult” Client Situations
Howard S. Krooks, JD, CELA, CAP & Michael J. Amoruso, JD
Your client hires you to design and draft an irrevocable trust to help protect their assets from long term care costs. But shortly after being hired, you run into issues you didn’t anticipate: Problem children, declining health of the grantor(s), and lack of suitable options for important roles like the Trustee and Trust Protector. This session will provide guidance in these and other unexpected challenges that may arise when designing and drafting irrevocable trusts for elder law clients.
CLE: 1 hour CLE

Drafting Traps to Avoid in Special Needs Trusts
Vincent J. Russo, JD, LL.M., CELA
When drafting, one must be aware of the planning options to consider for the client. For example, who is an appropriate trustee for a self-settled special needs trust? Should a third party supplemental needs trust be revocable or irrevocable? What tax issues do I need to be concerned with? The answers to these questions may surprise even the most seasoned attorney. Vincent will address these questions and more during this session.
CLE: 1 hour CLE

Our Population is Aging: Is Your Practice Prepared?
Michael Gilfix, JD
Our population is aging at a rapid rate, and our clients are no different. The question is, are you prepared to handle their specific needs? This session will focus on 2 crucial areas: 1) Marketing to the Boomer population: How to prepare, what to understand, and how it will affect your practice, as well as your competitor’s. 2) How to give the Boomer population what they really want – independence and control – and prevent elder abuse at the same time.
CLE: 1 hour CLE

Planning Strategies for Married Couples – Before and After Medicaid Eligibility
Cary L. Moss, JD
This session will concentrate on planning strategies available to married couples when one spouse is seeking Medicaid coverage. The planning strategies discussed will not only focus on immediate eligibility options but post-eligibility issues regarding estate planning, retention of benefits, and estate recovery.
CLE: 1.5 hours CLE

Elder Law Update
Howard S. Krooks, JD, CELA, CAP
There have been many changes in the area of elder law, Medicaid planning, Veterans pension planning and special needs planning in the last year, and more to come. Don’t miss this lively session that will cover recent court decisions, Congressional action, and other updates in each of these areas.
CLE: 1.5 hours CLE

Communicating the Value of Irrevocable Trusts to Potential Clients
Michael Smith, JD
You understand when your client needs to use an Irrevocable trust for Medicaid or VA planning but helping them to understand the value of the strategy is an entirely different thing. This session will provide you with practical guidance on how to effectively communicate the value of irrevocable trust planning to clients so that they make the best decisions regarding their planning needs.
CLE: 1 hour CLE

20 Strategies to Grow Your Elder Law Practice
Steve Riley, Esq
Stuck on ways to Grow? Has Your Marketing Plateaued? Listen as Attorney Steve Riley from Atticus shares 20 different strategies to help you grow your practice and get not good, but great clients!

Providing Personal Service in an Automated World: Combating LegalZoom and Others Like it
Joseph J. Strazzeri, JD & Stephen J. Mancini, JD
FOR YOUR CLIENTS: Providing legal strategies/solutions, counseling, and required personal service in a way that automated tools cannot yet duplicate – the brave new (back to the future) world for estate and elder law counselors. FOR YOUR REFERRAL ADVISORS: Helping the financial industry in a time where they desperately need language and tools to attract, engage, and work with their perfect clients. FOR YOUR BUSINESS: Crafting a practice where legal counseling includes the original documents – and – the need for maintenance programs that are the financial engine for your sustained business
CLE: 1.5 hours CLE

The State is Waiting:  Strategies for Dealing with Estate Recovery
Michael Amoruso, JD, Peter Harbach, JD & Sarah Kons, JD
Discusses the differences among states on the approaches to estate recovery.  Some states use a more aggressive, expanded approach, while other states limit the recovery to options such as probate proceedings.  We discuss tools and techniques used in states from one end of the spectrum to the other.
CLE: 1.5 hours CLE

When the Perfect Plan Becomes Imperfect:  Why Decanting is Necessary in Elder Law
Louis W. Pierro, JD
Irrevocable trusts are essential tools when building a plan to protect assets and qualify for Medicaid, Veterans Benefits, SSI and other governmental programs. But what happens when MAPT’s, VAPT’s and SNT’s cease to serve their essential purpose, or circumstances change requiring modification of the plan?  This session explores the use of Decanting to cure problems and redesign trusts, as well as the drafting of irrevocable trusts in Elder Law to provide flexibility and allow modifications through the use of trust protectors and retained powers.
CLE: 1 hour CLE

Do Your Intake Procedures Need a Facelift?
Audrey Ehrhardt, JD
When it comes to first client appointments, are you walking into these meetings well prepared to address the potential issues?  Or is it standard operating procedure for you not have a good understanding of the reason the potential client is in your office? Are you closing the majority of your first client appointments?  Or do you find yourself frequently spending hours of time in appointments where the meeting attendees leave your firm without hiring you?  Listen to  Audrey Ehrhardt, JD as she discusses how to design your intake procedures to pre-sell potential clients and the five best practice tips for intake procedures you can implement right now.
CLE: 1 hour CLE

Finding Your Niche in Special Needs Planning
Stephen W. Dale, JD
It is not possible to have an active practice that does not have clients that are concerned about the quality of life of a loved one with a disability. This session will explore how to integrate special needs trust planning into your practice whether your focus is on tax planning, elder law, asset protection or probate avoidance. We will also focus on how to collaborate with other professionals including professional trustees, care managers, financial advisors, tax professionals and financial advisors to create a team to ensure the quality of life of the beneficiary and to stimulate cross referrals.
CLE: 1 hour CLE

VA Pension Planning in Uncertain Times (Aqua 300)
Bill Alexander, JD, Peter Harbach, JD, Michael Smith, JD
A panel of elder law attorneys with expertise in planning around the Veterans Administration’s Improved Pension Program will be answering questions associated with the difficulty in planning in the recent, uncertain legislative climate.  In addition, the moderator will bring up topics associated with unique challenges that practitioners face when planning for veterans and their spouses, and the attendees are also encouraged to arrive with questions of their own to pose to the panel.
CLE: 1.5 hours CLE

Protecting Farmland and Other Income Producing Property
Ted Gudorf, JD
This session will demonstrate how to integrate estate planning and elder law planning when trying to protect farm assets and other income producing property from both creditors and the nursing home while achieving a stepup in tax basis upon death.  The focus will be on nontaxable estates.
CLE: 1 hour CLE

Includes: MP3 audio file and PDF of PowerPoint presentation for each session. Once order is placed, a download link will be available in the “My Downloads/Courses” section of your profile.
Includes: MP3 audio file and PDF of PowerPoint presentation for each session. Once order is placed, a download link will be available in the “My Downloads/Courses” section of your profile.

CLE: Once course is completed, please email [email protected] to receive your state CLE packet.

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