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Law Practice Development Education

Education Courses

Take a course in the comfort of your home or office. ElderCounsel offers recorded classroom sessions on elder law and other special programs and practice areas below. All purchases include course materials.

Elder Law Planning

Estate Planning

Medicaid Planning

Medi-Cal Planning
Symposium 2015

Practice Development 

Special Needs Planning

Veterans Pension Planning

  • Foundations in tax planning  

    Foundations in Tax Planning (4-part series)

    By: Darren Mills, Esq., CPA, ChFC, CLU

    Tax touches everything.  In order to effectively and efficiently practice elder law, the practitioner needs to have a solid foundation in taxation.   What are the implications if rental real estate is transferred to a MAPT?
     
    Unlike some of your law school classes or other courses that focus on common law and case law, tax law is rule driven by statute (i.e., the Internal Revenue Code of 1986) and Treasury Regulations. This four-part course is designed to introduce the practitioner to those tax topics for which they will most likely encounter in their practice.  As such, topics will range from an introduction to the federal income tax system, general tax principles, taxation of real property, IRAs and stock compensation, and the transfer tax system.

    Full seminar recording and comprehensive written materials included.

     CLE: Up to 10 hours
    Pre-approved: AR (10), CA (10), CO (12), DE (10), FL (12), GA (10), IL (10), IN (6), KS (5), MO (12), NC (10), OH (10), NJ (10), NY (10), PA (6), SC (6), TX (10), VA (10), WI (12). Attorney will self apply in states not listed.

    Recorded: July 2016

    Member Price: $395.00 Retail Price: $695.00
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  • VA Accreditation Webinar  

    VA Accreditation 2016 Webinar

    By: Mike Weeks, JD, CELA, The Weeks Group

    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
    Recorded July 19, 2016

    CLE CLE: 3 hours 
    Qualifies for 3 hours of VA CLE under 38 C.F.R. § 14.629(b)(iii) for attorneys in every state. You should be accredited by the VA prior to taking this course. This will cover the topics required for initial accreditation CLE. This course also qualifies for renewal CLE for already accredited attorneys.

    Pre-approved for State Bar CLE: AR (3), CA (3), CO (3), DE (3), FL (3.5), GA (3), IL (3), IN (3), KS (3), KY (3), MO (3.3), NC (3), NJ (3), NY (3), OH (3), TX (3), PA (3), VA (3). Attorney will self apply in states not listed.


    Member Price: $249.00 Retail Price: $349.00
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  • Medicaid Appeals and Fair Hearings  

    Medicaid Appeals and Fair Hearings

    By: Rene H. Reixach, Esq., Woods Oviatt Gilman, LLP

    There are a variety of reasons a Medicaid application may be denied including improper funding and incomplete documentation. The Medicaid rules allow applicants the right to a fair hearing in front of the state agency for adverse determination including denial, reduction, or termination in coverage. This session will cover the rules for fair hearings to review adverse Medicaid eligibility decisions and the procedures for conducting fair hearings, as well as how to appeal to state or federal court from an adverse fair hearing decision.
    • The Basis for Fair Hearings
    • Notice Requirements – Contents and Timing
    • Requesting a Fair Hearing
    • Aid Continuing (Aid Paid Pending)
    • Denial or Dismissal
    • Hearing Procedure
    • Decisions
    • Compliance
    • Hearing Tips
    • Appeals to State Court
    • Federal Court Appeals
    Recorded June 07, 2016
    71 minutes
     CLE: 1.25 hours Pre-approved: AR (1.25), CA (1.25), CO (1.0), FL (1.0), GA (1.3), IL (1.25), IN (1.3), KS (1.5), KY (1.25), MO (1.8), NC (1.25), NJ (1.25), NY (1.25), OH (1.25), PA (1.0), TX (1.25); Pending VA. Attorney can self apply in states not listed.

    Immediately after purchasing, a link to view the videos online and access to PDF materials will be available to you.

    Member Price: $0.00 Retail Price: $95.00
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  • growing your elder law business  

    Growing Your Practice with Elder Law

    By: Valerie Peterson, JD

    Elder Law is a practice area that offers great potential and reward. It is a natural progression for your clients and your firm. During this informative workshop, we define elder law in a way that makes sense and identify a roadmap for learning this area without causing major disruption in your existing practice.

    Watch this recording and gain insights and confidence from attorneys who have added elder law to their existing services, or transitioned to an elder law practice. It may seem like a lot to take on, but the possibilities are great, and this course will get you well on your way!

    Elder Law Course Agenda Download Agenda

     CLE: 3 hours
    See details in full description

    Member Price: $0.00 Retail Price: $99.00
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  • Medi-Cal Basics  

    Medi-Cal Basics (video)

    By: Julie Fiedler, RN, CELA, LL.M Elder Law and Richard Littorno, LL.M Taxation

    Learn the rules and strategies of Medi-Cal Planing. If you are new to this area, this course will get you up-to-speed and arm you with the strategies to handle crisis planning and begin taking on new clients. Topics covered include:
    • What does it mean to have a Medi-Cal practice?
    • Current Medi-Cal Rules
    • Probate Code 3100 Petitions
    • Preparing forms
    • Case studies and practice tools
    Recorded May 12-13, 2016, San Francisco, CA

    Agenda

     CLE: 13 hours

    Immediately after purchasing, a link to view the videos online and access to PDF materials will be available to you.

    Member Price: $695.00 Retail Price: $795.00
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  • RLT Online Drafting Camp  

    RLT Online Drafting Camp (Download)


    Topics Covered:
    • RLT's Place in Medicaid Planning
    • Disinheriting the Spouse
    • Joint Trust Administration After First Death
    By: Brian Albee, J.D.
    Recorded July 29-31, 2014



    Member Price: $0.00 Retail Price: $495.00
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  • Veterans Pension Immersion Camp  

    Veterans Pension Immersion Camp (streaming)

    By: Todd Whatley, JD, CELA, LLM and Whitney Wilson, JD

     CLE: Qualifies for up to 13.25 hours (includes 1 hour of ethics)
    Live course was pre-approved: AR (13.25/1), CA (13.25/1), CO (14/1.2), FL (15.1/1), GA (13.1/1), IL (13.75/1), IN (13.3/1), KY (13.75/1), MO (15.6), NC (13.25), NM (12.1/1), NV (13/1), OH (13.75/1), TX (13.25/1), VA (11.5/1), WI (17/1)
    Self application by attorney required for non-listed states. Verify your state's acceptance rules for pre-recorded, on-demand webinars.

    This course will fulfill the initial three hours required for your first year of VA accreditation

    What is VA Pension?
    The Veterans Administration (VA) offers a monthly cash payment to wartime veterans who meet certain service requirements, income and net worth requirements. Many older clients who served during a time of war may qualify for this benefit to help them pay for care expenses, and avoid having to enter a nursing home and qualify for Medicaid. This type of benefit is often referred to as "Aid and Attendance."

    download agenda Agenda

    Recorded: March 3-4, 2016 in Phoenix, AZ

    Member Price: $795.00 Retail Price: $895.00
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  • Medi-Cal-101-cle-course  

    Medi-Cal 101 (Download)


    This course covers all of the Medi-Cal Rules and planning strategies and is designed to get attorneys new to the area of Medi-Cal planning up to speed quickly and immediately begin taking clients.  Please note this course is audio only and does not include video.

    Topics Covered:
    • What Does It Mean to Have a "Medi-Cal" Planning Practice
    • Current Medi-Cal Eligibilty Rules
    • Crisis Planning Strategies
    • Preparing the Medi‐Cal Package: Forms and Beyond
    • Expansion of CSRA: Probate Code 3100 Petitions (and Limitations of Fair Hearings)
    • Practice Tools
    By: Fay Blix, Esq. & Dallas Atkins, Esq.
    Recorded: September 10-11, 2015


    CLE: 13 hours CLE

    Member Price: $695.00 Retail Price: $795.00
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  • VA Pension Planning  

    Advanced VA Pension Planning (streaming)

    By: Dawn Weekly

    Topics Covered:
    • The House
    • Fiduciary Program
    • Medicaid Interplay
    • Withdrawing a Claim
    • Post-Benefit Receipts
    • Income Matching
    • The After Work
    • Overpayments
    • Client’s Death
    Recorded: October 20, 2015

    CLE: 2.7 - 3 hours CLE

    Member Price: $225.00 Retail Price: $325.00
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  •  

    THE Advanced Elder Law Course 2014 (CD)


    Topics Covered: 
    • Pet Planning and Elder Law
    • Planning Strategies to Avoid Estate Recovery 
    • Creating the Best Client and Referral Source Experience
    • Drafting and Design Traps to Avoid: Special Needs Trusts and Irrevocable Trusts
    • Hot Topics in Elder Law Litigation Around the Country
    By: Peggy Hoyt, J.D., Rene Reiach, Esq., Valerie Peterson, Esq., Audrey Ehrhardt, Esq., Vincent J. Russo, Esq., and Angela Manz, J.D.,
    Recorded: February 24-25, 2014


    Member Price: $795.00 Retail Price: $895.00
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Featured Course

Law Practice Development Education