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TOMA: Top of Mind Awareness for Firm Success

Webinar Recorded: October 29, 2015
Presented by Lori Pulvermacher, MBA, 
ElderCounsel
Duration: 26 minutes

As a business owner, you know it’s important to stay top of mind and relevant with your clients and referral sources. But do you know where to start or how to maintain an ongoing outreach plan? Given all of the tasks necessary to run your practice, it’s easy to be overwhelmed and lose consistency. In this webinar we’ll share a mix of TOMA tips and tools that you, and your staff members, can begin implementing right away. We’ll also discuss how to leverage your time to create personal touches and a realistic approach to keep the momentum going.

When Planning:

  • Know the exceptions to the transfer penalty rules
  • Consider the relevant variables in calculating the partial gift/promissory note amounts
  • Consider drafting flexibility in a Medicaid plan in case your client’s situation changes
  • Have a tracking system in place for timely filings in connection with a Medicaid application

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