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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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  • 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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  • 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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  • 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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  • 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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  • 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 Retail Price: $150.00
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  •  

    Integrating Elder Law Into Your Estate Planning Practice (Download)

    By: Julieanne Steinbacher, Esq.

    Profitability and satisfaction are two of the hallmarks of a senior estate planning practice. For those of you who have an estate planning practice and have helped your clients answer the question, “What happens if the client dies,” you should also be answering the question “What happens if the client does not die and needs long term care.” Adding elder law to an estate planning practice is a win for both the attorney and the client. Hear from Julieanne Steinbacher as she talks about how to market to ideal clients, the range of fees, and what services are offered in Senior Estate Planning.

    Topics Covered:
    • Proactive Planning Options
    • How to Market Ideal Clients
    • Range of Fees
    • What Services are Offered in Senior Estate Planning
       
    Member Price: $69.00 Retail Price: $89.00
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  • lgbt marriage right planning  

    Problems and Opportunities as LGBT Marriage Rights Rollout (streaming)

    By: Cynthia Barrett, Esq.

    What does marriage recognition mean for me? Learn the implementation glitches practitioners are discovering – and how to handle them in your state. 

    Topics Covered:
    • Screening efficiently for relevant issues
    • Multiple status designations and choices – reciprocal beneficiary (Hawaii), designated beneficiary (Colorado), civil union, registered domestic partners and now spouses
    • Which tax laws and federal rights follow which status?
    • New Social Security POMS expected soon for all held and pending claims; answer to retroactivity question
    • How Gay/Lesbian Veterans can now protect their spouses - pension, compensation, military ID – marriage duration requirements
    Length: 60 minutes

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

    Recorded: October 6, 2015
    Member Price: $0.00 Retail Price: $79.00
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  • Elder Law Planning for the LGBTQ Community  

    Elder Law Planning for the LGBTQ Community (download)

    By: Cynthia L. Barrett, Esq.

    Recent decisions have dramatically impacted planning for same sex couples as well as the entire LGBTQ community. The session will review the changes in the law, and how those changes impact the strategies used in elder law planning.

    Topics Covered:
    • Post-Windsor Marriage
    • Social Security Developments
    • Estate and Gift Tax
    Length: 84 minutes

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

    Member Price: $0.00 Retail Price: $99.00
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Featured Course

Law Practice Development Education