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Law Practice Development Education

Complimentary Tools for Your Practice


We are happy to provide the following tools at no charge to help you build and expand a successful practice.

ElderCounsel is a membership organization that helps elder law attorneys succeed in their practices through document drafting software (ElderDocx®), regular webinars, classroom education, listserv communities, bi-monthly newsletter service (The ElderCounselor™), and much more.
  • IRAs in Veteran Benefits  

    Strategies Using IRAs in Veteran Benefits & Medicaid Planning

    By: Dale Krause, JD, LLM, Krause Financial Services

    Wondering about the best strategies to use when an IRA needs to be cashed out? As a result of the balloon-style Single Premium Immediate Annuity (“SPIA”) no longer being available, other options are available. Join this webinar and learn about alternatives to consider for clients including structuring the SPIA payments based on IRS life expectancy.

    Topics Covered:

    • Changes in regulations for Veterans Benefits
    • Converting IRAs from a countable resource into an income stream
    • Minimizing the amount of monthly income generated from the SPIA
    • IRS & Medicaid Life Expectancy Tables – options to consider for clients
    • Tax-Qualified Annuities and DRA

  • Crucial Conversations  

    Crucial Conversations: Having "The Talk" with your Clients

    By: Todd Whatley, J.D., CELA and Melissa Crump, Esq.

    "Why didn't you talk to me about this?" This is something you never want to hear from a client. Learn why you should proactively engage your clients in crucial conversations about capacity and crisis. Todd Whatley and Melissa Crump have an interactive discussion and provide you with the tools needed to avoid ethical and/or malpractice violations.


  • Estate Recovery  

    New Strategies for Estate Recovery in California (streaming)

    By: James Watson, JD and Jason Penrod, JD

    SB-833 changed how the term "estate" is defined in California for purposes of Medi-Cal estate recovery. Learn about the new rules, and get a jump-start on strategies you can use to protect Medi-Cal recipients from estate recovery. ElderCounsel members Jamie Watson (CA) and Jason Penrod (FL) discuss the exciting new opportunities this change in the law brings for you and your clients.

    Length: 59 minutes

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

    Member Price: $0.00 Retail Price: $0.00
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    The Initial Meeting

    By: Valerie Peterson, JD, ElderCounsel CEO

    Elder Law is a practice area that offers great potential and reward. It is a natural progression for your clients and your firm. In this segment, Valerie walks you through different options of your initial client meetings and gives you tips on how to make them successful.


  • 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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    Setting a Price

    By: Valerie Peterson, JD, ElderCounsel CEO

    Elder Law is a practice area that offers great potential and reward but sometimes it's difficult to know what to charge your clients. In this segment of "Growing Your Practice with Elder Law," Valerie discusses different pricing strategies.


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    A la carte vs. bundling pricing

    By: Valerie Peterson, JD, ElderCounsel CEO

    Elder Law is a practice area that offers great potential and reward. Pricing can be diffcult. As an attorney, you are selling serves, not documents. In this video Valerie goes over the different options of a la carte and bundling pricing and will help you decide which option is best for you.


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    Whitepaper: 5 Simple Ways to Supercharge Your Online Presence

    By: Lori Pulvermacher, MBA and Rachel Giblin

    Figuring out how to reach your current and potential clients becomes essential to success. With so many options, it can be difficult to know where to start or where your time and resources are best spent. Digital marketing is cost-effective and provides better return on investment  than traditional forms of marketing. Digital marketing allows us to be more versatile and spread our message faster, further. Within this whitepaper we’ll highlight five tools to create your online presence: website/blog, SEO, professional images, enhanced email, social media.

    Enter your email below and have instant access to this detailed whitepaper.

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    Expanding Your Practice to Serve Seniors

    By: Samantha L. Shepherd, JD LLM

    In this 35 minute video, we interview Samantha L. Shepherd, JD LLM Certified Elder Law Attorney, an experienced practitioner, who shares insights on what it means to practice elder law, and how it is a natural progression for your clients and your firm.


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    Whitepaper: Top of Mind Awareness for Firm Success

    By: Lori Pulvermacher, MBA

    As a business owner, you know it's important to stay top of mind and relevant with your clients and referral sources. But do you know where to start or how to maintain an ongoing outreach plan? Let’s review a mix of TOMA tips and tools that you, and your staff members, can begin implementing right away. This whitepaper discusses how to leverage your time to create personal touches and a realistic approach to keep the momentum going.

    Enter your email below and have instant access to this detailed whitepaper.


Featured Course

Law Practice Development Education