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Updated May 7, 2008 Dedicated to the Elder Law and
Special Needs Attorney Welcome | Why ElderCounsel? | What Sets Us Apart? | Drafting System Education | ElderForum™ | Contact Us | About Us Request
Additional Information Join our
discussion group today! Just click
here to send us an email request. Don't miss the State
Advisory Board informational call! Want to
provide input about educational programs you want? Or provisions
you want in the documents? Then
participate in an ElderCounsel State Advisory Board. Join this informational call on Wednesday, May 7 at 4:30
ET 712-580-8020, Code 234691# »» Click here for our current
educational offerings »» Teleconferences and Registration Become
a Charter Member! “No practice
development I have been associated with in my elder law practice has excited
me as much as the new ElderCounsel initiative. I practice elder law with a heavy
concentration of Medicaid planning. I
know the immense value from quality systems, sound processes and excellent
elder law attorney colleagues.
ElderCounsel membership will provide all of these and more. The first ElderCounsel teleconference presentation
on 'The ABCs of Medicaid', by Lou Pierro and Valerie Peterson, was outstanding,
both in its delivery and its substantive content. Whether one is a veteran practitioner or a
novice, there is much to gain from the teleconference series and attendance
at the April 28-30 Workshop.” - W. Wayne
Walston Welcome to ElderCounsel! ElderCounsel provides new and advanced Elder Law
and Estate Planning attorneys the critical
resources for elder law and
special needs planning: Ø
Elder Law Document Drafting System Consider ElderCounsel your personal resource for
advising, representing and providing planning for the elderly and special needs
population. Take the challenge out of elder law and special needs
planning. We have the resources you need to succeed. Providing sound legal counsel for elderly and special
needs clients has always been a challenge for the ESTATE PLANNING and ELDER
LAW ATTORNEY. Complexities of elder law and special needs planning
are more easily managed with proper legal training and the ability to
exchange ideas with your professional community – tools that you simply don’t have time to develop on
your own. We're founded by the nation’s
leading experts in elder law and special needs planning. We power your practice with a HotDocs-based, robust
document drafting system that
facilitates the elder law planning and document creation process. And we provide you with CE-credit education and training on the unique problems associated
with aging clients. ElderDocx™ -- Elder Law Document Drafting
System and Knowledge Base ElderCounsel’s Drafting System, ElderDocx™ (currently
in development) puts a smart, efficient document creation and assembly
process right at your fingertips. The
software will help you generate a wide array of Elder Law documents. Planned for First Release: Ø Initial and Closing Client Letters Ø Promissory Note Ø Model Medicaid GRAT Form Ø Caregiver Agreements Ø Living Trusts Ø Wills Ø Advance Directives Ø Medicaid Asset Protection Trust Ø Partnership Medicaid Trust Ø Third-Party Supplemental Needs
Trust Ø Self-Settled Special Needs Trust Ø Sole Benefit Trust Ø Ancillary Documents Ø Medicaid Application Documents Ø Client Medicaid Letters Ø Medicaid Agency Letters Ø Medicaid Applications Ø Resources Planned for Second Release: Ø Medicaid Asset Protection Letter Ø Private Annuity Ø Automated Medicaid GRAT Ø Payback Trust Ø Care Trust for Long Term Care Planning The ElderCounsel practice system
will include the current resource limits for each state (such as income and
asset limits and CSRA) and will be continually updated. Educational
Offerings: April 28-30: "Tools, Techniques and
Strategies to Build a April 28-30, Scottsdale, Arizona SOLD OUT! CDs will be available
for sale following the conference. Live program
will be offered again in September. Date and
location to be announced. June 11: "Supercharge
Your Profit Margin – One-Day Program, June 11, San Antonio, Texas Stay for WealthCounsel's 11th Annual Estate Planning
Conference! (June 12-14 at the same location) On Riverwalk at Paseo Del Alamo 123 Losoya Street, San Antonio, TX
78205 Group Room Rate: $189, Group Code:
WealthCounsel Reservations: 210.222.1234 or
800.233.1234 Cut-off Date for Group Rate: May
19, 2008 Teleconferences and Registration (To register as an ElderCounsel member and
receive ElderCounsel membership rates, please complete the ElderCounsel
registration form.) “The first
ElderCounsel teleconference presentation on 'The ABCs of Medicaid', by Lou
Pierro and Valerie Peterson, was outstanding, both in its delivery and its
substantive content. Whether one is a
veteran practitioner or a novice, there is much to gain from the
teleconference series and attendance at the April 28-30 Workshop.” - W. Wayne
Walston “I wanted to take
this opportunity to thank you and ElderCounsel for this week's teleseminar
'The ABCs of Medicaid.' You and Louis
both did an excellent job of introducing listeners to commonly used Medicaid
terms and explaining them in a way that made them meaningful and useful to
us. I especially appreciated being
able to participate in the seminar with my staff with no expense for travel,
lodging, time out of the office, or other expenses. This also provided a forum where my staff
and I could not only discuss the content immediately after the presentation,
but it is a shared experience that will allow us to communicate in a
shorthand fashion while dealing with subsequent actual cases in our
practice. We are looking forward to
the remaining calls in the series!” - Michael D.
Fowler ElderCounsel’s education programs
address issues that impact the elder law and special needs planning arenas,
including long-term care financing, and asset preservation. Classes provide CE credits for lawyers, accountants,
financial advisors, care managers, and insurance agents, and include
instruction on the ElderCounsel Document Drafting System. About
Our Presenters: Vincent J. Russo, J.D., LL.M., CELA Engage in an active forum in which ideas and
expertise on elder law and special needs planning are freely exchanged. This forum is currently available in email
listserv format. To be added to the
listserv, please
send an email with your contact information, including your name and
email address. For more information about ElderCounsel, contact: Valerie L. Peterson, Esq. Be sure to let us know if you have any specific
questions, and please give us your phone number, as it is often easier to
answer questions over the phone than through email. ElderCounsel, LLC was created in 2007 to provide a
platform for professionals to serve their elderly and special needs clients. It is dedicated to the professional development and
full practice support of both new and advanced Elder Law
Attorneys in all 50 states. ElderCounsel
Principals: Management
Team:
Valerie joined ElderCounsel in
January as Education Director and Member Liaison. Valerie is also a practicing elder law attorney
in Ft. Lauderdale and Miami and the owner of Peterson Law Office, P.A. Valerie was a litigator for several years
after law school, but decided to focus her practice on elder law after she
experienced firsthand the challenges of caring for an elderly loved one. A tireless advocate for the
elderly, Valerie freely donates her time and regularly speaks about
age-related issues to community groups as well as other professionals. Valerie is a frequent speaker both locally
and nationwide on topics pertaining to estate planning and elder law. Valerie also trains volunteers who help the
elderly with long-term care. In addition, she provides training for financial
advisors and insurance agents about planning for incapacity and estate
planning. Valerie attended Washburn
University School of Law in Topeka, Kansas where she received the Order of
Barristers award for excellence in courtroom advocacy. Valerie serves as President of the
Society of Financial Service Providers, Dade County, and she serves on the Board
of Directors of the Academy of Florida Elder Law Attorneys. Valerie is also a member of the National
Academy of Elder Law Attorneys; WealthCounsel, and WealthCounsel Advisors
Forum. Valerie is licensed to practice
in Florida and Kansas. For questions about ElderCounsel,
you can reach Valerie at 888-789-9908 x81, or via email at valerie.peterson@eldercounsel.com.
Brian is an estate planning attorney
and self-taught HotDocs programmer, serving as the Director of Technology for
ElderCounsel through his employment with WealthCounsel, where he developed
the first release of WealthDocs Asset Transfer System and the ancillary
document system in WealthDocs. Before
joining WealthCounsel, Brian was a sole practitioner in California, where he
also created TrustDocs, a product of his company, EstateDoc Systems (no
longer in existence). Brian's primary role with
ElderCounsel is the creation and maintenance of ElderDocx, ElderCounsel's
elder law document drafting system, as well as website and other technology
management for ElderCounsel. Brian attended Golden Gate
University in San Francisco, California, where he served as a Law Review
associate editor. Brian lives in Verona, Wisconsin,
with his wife, four children, mother-in-law, and two dogs. Brian can be reached at
888-789-9908, extension 82, or via email at brian.albee@eldercounsel.com. |
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2008 ElderCounsel, LLC | PO Box 44403, Madison, WI 53744 | 888-789-9908