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Symposium 2017


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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!
  • same sex marriage  

    Same Sex Marriage Roll-out: 5 Steps to Position Your Law Practice (Download)

    By: Cynthia Barrett, Esq. & Brian Albee, J.D.

    Whether you practice in the 32 marriage expansion states or the 18 marriage resistance states, these five steps from ElderCounsel will help your practice catch the wave of LGBT interest in their new spousal Social Security, Veterans and Medicaid benefits. Integrate the new developments in client outreach, intake, drafting and problem-solving for LGBT couples in your community.

    Topics covered:
    • New developments in client intake
    • Drafting tips
    • LGBT Social Security Medicaid and Veterans Benefits
    Length: 85 minutes

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

    Member Price: $0.00 Retail Price: $149.00
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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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  • 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 Retail Price: $150.00
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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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  • Decanting  

    The Mysterious (and necessary) World of Decanting (streaming)

    By: Jennifer Johnson, JD

    Elder Law Masters Course Session

    Trust decanting (sorry wine lovers) is a necessary tool in the area of elder law and veterans pension planning. You may inherit a trust from another attorney that needs a major overhaul in the tax provisions. Or, a change in the rules may occur and now the irrevocable trust you drafted no longer accomplishes what you had hoped and the Trust Protector is nowhere to be found. This session will teach attendees why decanting can be necessary in many circumstances, and how to do it effectively.

    Length: 53 minutes

    Member Price: $125.00 Retail Price: $150.00
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  • Unexpected turn  

    What Happens When the Plan you Prepared Takes an Unexpected Turn (streaming)

    By: Melissa Wick, JD, and Teresa Nuccio, JD

    Elder Law Masters Course Session

    You prepare the most secure MAPT you and the client could possibly draft – independent trustee, trustworthy lifetime beneficiaries… a lawyer’s dream. Just months later, the grantor is in serious car accident with head trauma and will need 24 hour care the rest of his life. With assets “tied up” in the MAPT what can be done?

    In another case, you prepared a gifting plan with a promissory note that was signed by all parties. Then you learn the client failed to tell you about prior gifts, or an asset they didn’t think counted. These are just a few of the unexpected scenarios that will be explored with solutions offered during this session.

    Length: 50 minutes

    Member Price: $125.00 Retail Price: $150.00
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  • MAPT VAPT  

    When are Transfers to a MAPT or VAPT Completed Gifts (streaming)

    By: Jeffrey L. Williamson, Esq. and Brian F. Albee, JD

    In this webinar you will gain a better understanding of when transfers to a MAPT or VAPT are completed gifts for federal transfer tax purposes, and if so, when a gift tax return is required. This informative webinar will discuss the gift tax rules as they relate to transfers to irrevocable trusts, like the EC Medicaid Asset Protection Trust® and the EC Veterans Asset Protection Trust®. You will learn why this is important to you, your practice, and your clients. You will gain invaluable insights from a former Internal Revenue Agent who became well versed in the audit policies and procedures of the IRS.

    Topics Covered:
    • The Big Picture (Why should you care about this? Why are transfers to an irrevocable trust better than outright gifts?)
    • Gift Taxes (Code and Regulations, Definition of “gift”, The gift tax only applies to “completed” gifts, Definition of “completed” gift, To file or not to file, that is the question)
    • Powers (Retained Testamentary LPOA) 
    • Estate Inclusion of Completed Gifts
    • 709 Filing Requirements
    • Sample Tax-Return Preparation Disclaimer for Fee Agreements
    Length: 83 minutes

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

    Member Price: $0.00 Retail Price: $149.00
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  • Entering Elder Law  

    Entering Elder Law from the Ground Floor (audio download)

    By: Audrey Ehrhardt, JD, and Randy Bryan, JD

    This course provides an introduction to the area of elder law for those who are thinking about entering this area.

    Topics Covered: 
    • An introduction to the federal Medicaid rules
    • The interplay between elder law and estate planning
    • An overview of Medicare, Social Security Disability Income (SSDI), and supplemental Security Income (SSI)
    Length: 6 hours, 40 minutes

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

    Member Price: $0.00 Retail Price: $529.00
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  • ethics webinar 2017  

    Trouble in Paradise: Navigating Elder Law Ethics

    By: Rebecca A. Hobbs, Esq., CELA, O’Donnell, Weiss & Mattei, P.C.

    From the moment you pick up the phone, ethical issues come into play. Your natural instinct is to answer that legal question you are being asked. Be careful! 
     
    Ethical dilemmas are a particular concern for elder law attorneys. These concerns are heightened in an elder law practice due to the very nature of the client base. You encounter clients with diminished capacity, clients who do not want to make decisions and try to defer to other family members, and often many family members present at the consultation. 
     
    Join Rebecca A. Hobbs, certified elder law attorney and ElderCounsel member, as she discusses these and other ethical concerns that face elder law attorneys every day.
     
    CLE CLE: 1 hour ethics
    Length: 60 minutes

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

    Member Price: $0.00 Retail Price: $95.00
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Symposium 2017


Miss out on Symposium 2017?

The audio and materials from this event are ready!

View the session list now →