Final Friday Update | September 2020
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New York Medicaid Update: Countdown to Home Care Changes
The window of opportunity is closing soon for elder law attorneys in New York to take advantage of generous Medicaid home care benefits for their clients. On October 1, drastic changes take effect that will severely limit access and eligibility,…
National Update: Elder Law and Special Needs Planning
A lot has happened the past year in the areas of elder law and special needs planning. And with a presidential election coming up, there will be much more in store for these critical planning areas. Watch our team of…
Final Friday Update | August 2020
Agenda: Nursing home breach of contract suit Nursing home standing after resident’s death Can Medicaid recipient hire her own healthcare aide? What happens to a contract for mutual wills after divorce? Life estate holders cannot force partition Medicaid recipient must…
Final Friday Update | July 2020
Recorded: July 31, 2020 Duration: 32 Minutes Presenters: Jill Roamer, J.D., ElderCounsel Agenda: Annuity payments not an available resource Personal injury settlement subject to Medicaid payback Community spouse’s value of life estate is a countable asset Payments to home health…
How to Protect Your Business from the Next Shutdown
Hosted by: Law As a Business (LAB) Recorded: Wednesday, July 15, 2020 Duration: 60 Minutes Presenters: LORI PULVERMACHER, MBA, Practice Solutions Advisor, Law as a Business Services, Hilary Johnson, MBA, Director of Creative Services, Law as a Business Services, JIM…
Final Friday Update | June 2020
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Reopening Together with Lisa Dillman
Staffing choices based on practice area Client's reactions to video conferencing Taking time to better analyze data for cash flow forecasts
Reopening Together with Cary Moss
Rotating staff into the office and evaluating how to do this Options for client meetings Seeing an increase in May business
The Country is Reopening: Legal and Practical Implications for Your Law Practice
As all businesses begin to open up, law practices are facing unique challenges as they balance employee health concerns, client health concerns, and finding ways to stay profitable in uncertain times. Part 1 of our two-part series will tackle many…
Reopening Together with Amy Haupert
How client meetings are being conducted Office setup to make clients and staff safe Document signings and options they are giving clients
Reopening Together with Heinz Brisske
How client meetings are being conducted "Drive up" document signings in detail Working from home as an essential business
Final Friday Update | May 2020
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In It Together: New Business is Coming Your Way if You Know Where to Look
A look at the Caring.com survey Number of people people who have planning documents: will, trust or advance directive Reasons for not having one Where is most of your business coming from since the pandemic hit? How often should I…
In It Together: Doing the Little Things That Keep Business Going
Teaching clients how to use Zoom (and have fun doing it) How to keep business coming in, even when it means delivering toilet paper The burning of her 2020 marketing plan Advice to others on keeping business going during a…
In It Together: Hosting Online Meetings with Zoom
Top 2 reasons Zoom works well for meetings How to use Zoom with your clients that don't have an account Security concerns and steps to protect your meetings
Final Friday Update | April 2020
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10 Ways to Reduce Anxiety During Stressful Times
What You’ll Learn in This Webinar The COVID-19 pandemic has left most of us with a great deal of anxiety and confusion. We are learning new ways to meet with clients, work remotely, and get new business when “business as…
In It Together: Document Signings, New Business, Unexpected Opportunities
How they conduct document signings outside their office Where new business is coming from Opportunities they weren’t expecting Advice for team members and business owners
In It Together Meetup – April 21, 2020
What Are Ways to Package Planning Docs and How Do You Recommend Pricing Packages? How Should We Do a Single Doc like a POA in the Era of COVID-19? If My PPP Loan Was Not Approved Before Money Ran Out,…