Store

10% Off Sale!

Symposium 2017


Miss out on Symposium 2017?

The audio and materials from this event are ready!

View the session list now →


Featured Resources

  • full audio package  

    Package: Symposium 2017 - ALL Sessions (audio download)


    The Symposium is the best education event of the year for estate planning and elder law professionals. This special conference is full of valuable learning, collaboration and guidance. Symposium 2017 was 2 ½ days of presentations. The sessions were a mix of 90-minute classroom breakouts and 60-minute sessions, presentations and panel discussions. Tracks include elder law, estate planning, practice development, business planning, and keynote presentations.

    By ordering this product, you will receive ALL of the sessions that took place at the 2017 Symposium including keynotes and breakout sessions. (Sessions delivered via MP3 audio file and presentation as a PDF)

    55 sessions included!

    Member Price: $995.00 Retail Price: $1195.00
    Product Cart Item
    Form Controls

  •  

    Crucial Conversations with Clients (marketing content)

    By: ElderCounsel, LLC

    Included in this package are the following marketing items, in Word format, for easy incorporation into your own website, blog, or social media platform.
    1. Blog Post/Website Content: Shingles Can Lead to Stroke and Heart Attack
    2. Blog Post/Website Content: Hospitals Starting to Meet Needs of Elderly
    3. Sample social media posts on current topics
    4. Presentation: Crucial Conversations PowerPoint
      1. Links to articles for PowerPoint presentation
      2. Care Contract (from Washington state)
    EC Practice Enhancement Program members, this is available free of charge in the PEP Marketing Content archives.
    Not a PEP member yet?  Learn more.
     
    Member Price: $79.00 Retail Price: $129.00
    Product Cart Item
    Form Controls

  • The Nitty Gritty of Medicaid and VA Applications  

    The Nitty Gritty of Medicaid and VA Applications

    By: Whitney M. Wilson, JD, Elder Law of Louisville and Angela N. Manz, Esq., The Law Office of Angela N. Manz

    The Medicaid and VA application process can be complicated and somewhat intimidating the first time, and sometimes even the second and third time, you do it. We want to help you navigate this process and will break it down for you.

    We will provide tips and tricks to help you navigate the detailed nuances of compiling and completing a Medicaid and VA application. 

    We’ll cover:
    • The right time for filing an application
    • The best method for filing
    • Which forms to use and subtle ways to complete those form
    • Which documents, information, and calculations to provide up-front
    • Which documents to provide only if requested
    Duration: 3 hours, 25 minutes

     CLE: 3 hours
    Member Price: $195.00 Retail Price: $295.00
    Product Cart Item
    Form Controls

  •  

    Presentation to Clients: Protect Your Home and Savings (marketing content)

    By: ElderCounsel, LLC

    Included in this package are the following marketing items, in Word format, for easy incorporation into your own website, blog, or social media platform:
    1. Blog/newsletter/website content: “Behavior Changes are Often First Signs of Dementia”
    2. Blog/newsletter/website content: “Lawyers Sue VA over Appeals Processes for Vets”
    3. PowerPoint presentation to use at speaking engagements for the public: "Protect Your Home and Savings"
    4. Tips on setting up speaking engagements
    5. Sample social media posts on current topics
    EC Practice Enhancement Program members, this is available free of charge in the PEP Marketing Content archives.
    Not a PEP member yet?  Learn more.
     
    Member Price: $79.00 Retail Price: $129.00
    Product Cart Item
    Form Controls

  • Advanced VA Pension Planning  

    Advanced VA Pension Planning Webinar (2017)

    By: Michael Smith, JD, and Angela Manz, JD

    This 3-hour advanced VA pension planning webinar will discuss changing topics of which you need to be aware, such as what to do with the house, the Medicaid effect of VA benefits, and how to handle requests from the VA after an application is filed.

    We will also offer suggested guidelines for how long, or whether to delay applying, where there are significant transfers of income-generating assets; considering the VA's income verification matching at time of application. Lastly, we will discuss the proposed regulatory changes, how it will affect your clients, and what to do now.

    Topics Covered:
    • The House
    • Medicaid Interplay with VA
    • Responding to the VA – Development letters
    • Income Verification Matching
    • Accrued Benefits – when a claimant dies
    • Overpayments
    • Proposed Regulatory Changes
    CLE CLE: 3 hours 

    Member Price: $279.00 Retail Price: $379.00
    Product Cart Item
    Form Controls

  • Initial Consultation  

    How to Perform the (seemingly) Impossible: The Non-Lawyer Initial Consultation

    By: Steve Riley, JD, Certified Practice Advisor

    One topic that comes up frequently is the concept of the non-lawyer initial consultation. While this may sound like a lofty, nearly impossible goal for many solo practitioners or small-sized firms, Steve has helped attorneys implement this advanced strategy into their elder law practices. As a result, their revenues and closing rates have increased considerably, and their time per file has decreased. Yes you heard correctly, the non-lawyers meet, and get your firm retained by new clients!

    Publicizing your achievements as an attorney to the client can rub people the wrong way. Picture the benefits of your staff expressing all the reasons why you are THE attorney of choice in this area and see how quickly the client hires you.

    In this hour long session, Steve will be covering the basics of implementing this strategy into your elder law practice.

    Length: 65 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $125.00
    Product Cart Item
    Form Controls

  •  

    Elder Law and Special Needs Planning Update (audio download)

    By: Howie Krooks, JD, Vincent Russo, JD, & Michael Amoruso, JD

    There have been many changes in the area of elder law, Medicaid planning, and Special Needs Planning in the last year, and more are to come. Don’t miss this lively session that will cover recent court decisions, Congressional action, and other updates in each of these areas.

    Member Price: $39.00 Retail Price: $69.00
    Product Cart Item
    Form Controls

  • VA Accr  

    VA Accreditation Webinar (2017)

    By: Mike Weeks, JD, CELA

    Are you looking for a CLE course to maintain your VA Accredited Attorney status?  Attorneys accredited by the VA must take 3 hours of CLE within their first year of accreditation, and an additional three hours every two years thereafter.  This series is designed to satisfy the VA Accreditation CLE requirements for attorneys who have already been accredited.  You should be accredited PRIOR to taking this webinar. 

    Topics for this webinar will cover the required core topics:
    • Representation before the VA
    • Claims procedures
    • Basic eligibility for VA benefits
    • Dependency and indemnity compensation
    • Improved pension
    • Right to appeal
    • Other VA benefits
    • Planning in a future world of the VA transfer penalty
    • Case studies
    CLE CLE: 3 hours 

    Member Price: $279.00 Retail Price: $379.00
    Product Cart Item
    Form Controls

  • SS  

    Anatomy of a Social Security Disability Case (2 part, streaming)

    By: Linda DeWitt, Esq.

    Social Security is not just for the retired population. Disability is not just for those injured workers among our younger population. A Social Security disability case may be the best legal strategy for an older worker who is closely approaching retirement age, yet has been stricken with an injury or illness that now prevents work.

    This course will provide you with an overview of the process for adjudicating a disability claim, key tips for representing older claimants, and instruction on how to receive fees for your services. Topics covered:
    • Administrative process
    • Two types of benefits: SSDI, SSI
    • The law and where to find it
    • The five-sequential-step process
    • Medical evidence
    • Vocational evidence
    • How to get paid
    CLE CLE: Up to 4 hours
    Length: 4 hours

    Member Price: $295.00 Retail Price: $395.00
    Product Cart Item
    Form Controls

  • Adv Medi-Cal  

    Advanced Medi-Cal Planning 2017 (3 part video series)

    By: James Watson, JD and Laura Srebro, JD

    Many Medi-Cal planning attorneys help seniors and their families when a health care crisis strikes, resulting in a financial crisis. But what if you could help a family before a health care crisis strikes, saving them thousands of dollars and hundreds of hours of worry and stress?

    Help seniors and their families by creating an asset protection plan BEFORE a crisis strikes. This advanced Medi-Cal Planning course will focus on the use of irrevocable trusts, including important drafting goals, how to deal with the home and avoid estate recovery, and how to obtain the best tax treatment for assets held in the irrevocable trust. Additional areas include:
    • Changes to the Medi-Cal recovery rules under SB 833
    • Trust funding and administration
    • Review of additional documents that complete the asset protection plan
    • Other planning methods including the use of Petitions to the Court 
     Agenda

    CLE  CLE: 6 hours

    Member Price: $495.00 Retail Price: $595.00
    Product Cart Item
    Form Controls

10% Off Sale!

Symposium 2017


Miss out on Symposium 2017?

The audio and materials from this event are ready!

View the session list now →