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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 hour 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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  • 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)

  • 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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  • 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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  • 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)

  • 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
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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