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  • February 7, 2017

    February 7, 2017   Member Success Stories

    Member Spotlight: Stephen R. Little, Esq.

    Stephen Little, senior attorney at Little and Lattimore in Marion, North Carolina, has practiced law for over 30 years. His focus has been on real estate, business issues, personal injury, estates, wills, trusts, and civil lawsuits. Steve is a member of NAELA and joined the ElderCounsel community last month. He is excited to add Medicaid and special needs planning to the list of services offered by his firm. We always encourage our members to get out and become the thought leader in their community. Steve doesn’t need help in this area as he has been the Mayor of his town since 2009. He’s also a Deacon and Sunday School teacher at First Baptist Church. He is an author of five books and uses these as client gifts and sells them online. View the full list of books here. On... Read More

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  • February 1, 2017

    February 1, 2017   Announcements

    Happy National Freedom Day!

    1-Day Flash Sale Going on NOW! We can't think of a better way to celebrate our freedom than teach attorneys how to help our Veterans plan for their future and make sure they receive the benefits they deserve. Attend this two-day camp and learn everything from eligibility to qualification, the application, and finally, approval. You will also learn how to integrate this new offering into your existing practice. This course will leave you with the knowledge and confidence you need to be profitable in this area of law.   1-Day Flash Sale! Veterans Pension Immersion Camp March 9-10, 2017   |   Atlanta, GA or Webcast CLE: Up to 10.75 hours Agenda | Register Use coupon code FreedomDay during checkout to receive $200 OFF. Don’t wait! This offer is only... Read More

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  • January 31, 2017

    January 31, 2017   Member Success Stories

    Member Spotlight: Joseph J. Strazzeri, Esq.

    In February, ElderCounsel Member Joseph Strazzeri is hosting The Gathering 2017 which is an annual event for advisors in estate, business, and wealth strategies planning. This two-day event is designed to engage all participants in a conversation where audience interaction is as critical as what is communicated from the presenters. ElderCounsel is happy to be an exhibitor and supporter of The Gathering 2017. We look forward to catching-up with ElderCounsel members attending and speaking at this event. Make sure you stop by and say "Hi" to us. Check out all the details at www.2017Gathering.com.  ... Read More

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  • January 27, 2017

    January 27, 2017   Announcements

    ElderCounsel adds annotated document feature to its trust documents

    We are thrilled to announce that the latest update to ElderDocx® includes a new and exciting feature: annotated documents! This feature is available for the Medicaid Asset Protection Trust (MAPT), Veterans Asset Protection Trust (VAPT), Medicaid Family Protection Trust (MFPT), Revocable Living Trust (RLT), and Standalone Will. What is an annotated document?  An annotated document allows an attorney to create a trust with footnotes explaining the legal features of the trust. It also enables attorneys to quickly switch to a client summary that puts the relevant terms of the trust into easy-to-understand terms. In this quick tutorial, ElderDocx Senior Programmer Karen Walker walks you through an annotated document. To enable this new feature from the ElderDocx intervie... Read More

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  • January 23, 2017

    January 23, 2017   Elder Law

    What to Expect From the First 100 Days of the Trump Presidency

    By Valerie Peterson, J.D.

    Repeal of the Affordable Care Act Prior to being elected, Donald Trump published a contract with voters  outlining what he would do during his first 100 days. One promise Trump made that has been getting a lot of attention lately and that could have significant impact on seniors and persons with disabilities is the repeal and replacement of the Affordable Care Act (“Obamacare”).   In fact, the first executive order  signed by President Trump following his inauguration addressed the Affordable Care Act. In the order, relevant federal agencies to waive or defer provisions that “impose a fiscal burden on any State or a cost, fee, tax, penalty, or regulatory burden on individuals, families, healthcare providers, health insurers, patients, recipients of healt... Read More

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  • January 17, 2017

    January 17, 2017   Elder Law

    Why Law Students are Choosing Elder Law

    A recent article published online by Private Wealth titled Law Students Increasingly Eye Elder Law noted that elder law is one of the fastest growing areas sought by graduating law students.  According to the article, law students are attracted to elder law for the money that can be made, but also because of the “interpersonal interaction” provided by elder law.   Compared to estate planning, a closely-related practice area, elder law is a relatively new specialty area.  It gained national recognition through the passage of the Older Americans Act of 1965. Now, over half of the law schools in the country offer some type of elder law courses, with a handful offering a Masters of Law (LL.M.) in Elder Law.   There are a few things that are certain: More and... Read More

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  • January 17, 2017

    January 17, 2017   Member Success Stories

    Member Spotlight x2! Congratulations Whatley Wilcox, PLLC

    It’s always exciting to see the subject line “Really Big News” from an ElderCounsel member in our inbox. This time the message came from Todd Whatley announcing his new partnership with fellow-member Clarke Wilcox. Together they created a new firm, Whatley Wilcox, PLLC, which solely focuses on elder law. They show families how they can age with dignity and grace and teach other attorneys how to serve the aging demographic.

    This is very exciting news! Congrats to both Todd and Clarke. It's great to see members come together like this.



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  • December 16, 2016

    December 16, 2016   Announcements,   Elder Law

    Exciting new additions to ElderDocx®

    By Valerie Peterson, J.D.

    We are excited to announce the following additions to ElderDocx and our Knowledge Base:   1)     You now have the ability to choose the beneficiary as the person who establishes their own self-settled special needs trust, following the signing of the Special Needs Trust Fairness Act provisions last week.     2)     We have created two toolkits for you. One is for the Medicaid Asset Protection Trust (MAPT), and the other is for the Medicaid Family Protection Trust (MFPT).   The toolkit contains two new documents available in ElderDocx - a Concerns Assessment and a letter to the client after being hired. It also contains FAQs, tips for talking to clients about this type of planning, and sample marketing content you can... Read More

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  • December 14, 2016

    December 14, 2016   Special Needs Planning,   Announcements

    ElderCounsel Principal Attends Signing at White House

    ElderCounsel Principal Michael Amoruso and his Seeing Eye Dog, Demitri, were present yesterday for the signing of the 21st Century Cures Act.  A major part of this Act was the Special Needs Trust Fairness Act, which now allows disabled persons to establish and sign their own special needs trust. Previously, only a parent, grandparent, guardian or court could establish such a trust. Michael was instrumental in advocating for passage of the Special Needs Trust Fairness Act, encouraging the National Academy of Elder Law Attorneys (NAELA) to get involved. "Getting the Special Needs Trust Fairness Act passed has been a long-standing priority for me, spanning the last 23 years,” said Amoruso. “I am very grateful to NAELA for spearheading the effort to get these prov... Read More

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  • December 9, 2016

    December 9, 2016   Special Needs Planning

    Special Needs Trust Fairness Act

    We are excited to learn about passage of the Special Needs Trust Fairness Act as part of H.B. 34. This Act will allow a beneficiary with special needs to sign their own first-party special needs trust.  Previously, only a parent, grandparent, guardian or court could establish such a trust.   The National Academy of Elder Law Attorneys (NAELA) led the effort to get this important Act passed. It will go into law immediately after being signed by the President, which we expect to happen shortly.   ElderDocx® is being updated right now to allow you to choose the beneficiary as the grantor who establishes and signs a self-settled special needs trust with a notation that the trust should not be signed until the Act is signed into law by the President. Join us on Friday... Read More

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