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Law Practice Development Education

Elder Law Planning

Elder Law attorneys are often pigeonholed into Medicaid and other crisis planning roles when, in reality, the scope of the elder law field is much broader. Many attorneys agree that elder law can best be defined by the demographics an elder law attorney serves-the elderly and the disabled.  Our Elder Law marketplace will provide many useful educational tools to strengthen your practice, whether you are an advanced practitioner or just starting out!
  • elder law ethics  

    Elder Law Ethics (2016)

    By: Todd Whatley, Esq., LL.M, CELA

    Who is your client? Can you share client conversations with family members? What steps are taken to ensure your client has capacity? How do you handle payment by someone other than your client? Experienced Elder Law practitioner and Chair of the National Elder Law Foundation, Todd Whatley, will address these issues and more.

    CLE CLE: 1.25 hours ethics
    Length: 65 minutes

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

    Member Price: $0.00 Retail Price: $95.00
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  • Debunking Elder Law Myths  

    Debunking Elder Law Myths (streaming)

    By: Valerie Peterson, JD and Cary Moss, JD

    Many attorneys hear the phrase 'elder law' and immediately think it’s for “old people” or that it’s only about qualifying clients for Medicaid. We’d like to dispel those myths. Watch this 30-minute interview with an experienced practitioner who will share insights on what it means to practice elder law, and why this is the most rewarding practice area you can choose. Further, you will learn why elder law planning is a natural progression for your clients and your business.

    Member Price: $0.00 Retail Price: $0.00
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  • Medicaid Planning  

    Medicaid Planning for Wartime Veterans - The Balancing Act (streaming)

    By: Dawn Weekly, JD

    Elder Law Masters Course Session

    Balancing Medicaid planning with VA pension benefits is never easy, especially when dealing with married couples. With the VA set on changing its eligibility rules, will this get easier, or more difficult? This session will cover how to weigh the benefits of Medicaid vs. VA pension, and how that balancing act may change when we see new VA pension rules.

    Length: 50 minutes

    Member Price: $125.00
    (Member Only Product)

  • VAPT Online Drafting Camp  

    VAPT Online Drafting Camp (download)

    By: Valerie Peterson, JD and Brian Albee, JD

    Topics Covered: 
    • Veterans Asset Protection Trust
    • Trust Summary and Funding Letter
    Length: 90 minutes per session, 3 sessions total

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

    Member Price: $0.00 Retail Price: $495.00
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  • Online Drafting Camp  

    MAPT Online Drafting Camp (download)

    By: Valerie Peterson, JD and Brian Albee, JD

    This webinar will focus on the EC Medicaid Asset Protection Trust® and will cover the following documents using ElderDocx® as a framework. We will also discuss how to talk to clients about the need for an irrevocable trust as part of their overall planning.

    Topics Covered:
    • Medicaid Asset Protection Trust
    • Trust Summary and Funding Letter
    Length: 90 minutes per session, 3 sessions total

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

    Member Price: $0.00 Retail Price: $495.00
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  • Farmland  

    Protecting Farmland and Other Income Producing Property (streaming)

    By: Randy Clinkscales, Clinkscales Elder Law Practice

    Elder Law Masters Course Session

    Most states do not treat income-producing property as a non-countable asset. However, there may be ways to protect it even when a crisis happens. This session will discuss potential strategies for protecting farmland and other property from Medicaid eligibility and estate recovery.

    Length: 46 minutes

    Member Price: $125.00
    (Member Only Product)

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    Dealing with Changed Circumstances in Irrevocable Trusts: Decanting, Trust Protectors (audio)

    By: Louis Pierro, Esq. and Matthew McClintock, J.D.

    Have you ever had a client come into your office with a trust plan that they would pay big bucks to get out of? Many lawyers simply shrug and say, "There's nothing you can do". Getting out of a bad situation is never easy, but you can be the attorney with the answers who can command those large fees. Over 20 states have decanting statutes, and use of this technique has risen dramatically in recent years. Attorneys who represent clients with "bad" trusts should be aware of the remedies, which will be explored.

    Topics Covered:
    • Un-needed IRT's
    • Drafting/Strategic Strategies
    • Decanting and Trust Protectors
    Length: 1 hour, 30 minutes

    Member Price: $79.00 Retail Price: $99.00
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  • RLT Online Drafting Camp  

    RLT Online Drafting Camp (download)

    By: Brian Albee, JD

    The RLT Camp will consist of 3 webinars where attendees will receive instruction on the crucial design and tax issues associated with drafting revocable living trusts for elder law, special needs and veterans pension planning clients. 

    Topics Covered:
    • RLT's Place in Medicaid Planning
    • Disinheriting the Spouse
    • Joint Trust Administration After First Death
    Length: 90 minutes per session, 3 sessions total

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

    Member Price: $0.00 Retail Price: $495.00
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  • 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.

    Comprehensive written materials included with purchase.
    Length: 2 hours 15 minutes per session, 4 sessions total

     CLE: Up to 10 hours

     Agenda

    Member Price: $395.00 Retail Price: $695.00
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  • Planning Strategies for an Aging Population  

    Planning Strategies for an Aging Population (audio download)

    By: Valerie L. Peterson, J.D. & Louis W. Pierro, Esq.

    This essential course provides estate planning attorneys the education and tools needed to effectively serve aging clients and assist them with asset protection of a different type: To prevent assets from being depleted due to the rising costs of care. 

    Topics Covered:
    • Identifying the Need to Plan Now Rather than Later
    • Packaging and Pricing Your Services
    • Your New Planning Toolkit
    • Designing the Irrevocable Trust to Best Serve Your Client
    • Getting the Word Out
    Length: 3 hours per part, 2 parts total

     Detailed Table of Contents

    Member Price: $225.00 Retail Price: $295.00
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Featured Course

Law Practice Development Education