Store

Featured Course

Law Practice Development Education

Education Courses

Take a course in the comfort of your home or office. ElderCounsel offers recorded classroom sessions on elder law and other special programs and practice areas below. All purchases include course materials.

Elder Law Planning

Estate Planning

Medicaid Planning

Medi-Cal Planning
Practice Development 

Special Needs Planning

Symposium 2016

Veterans Pension Planning

  • 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
    (Member Only Product)

  • How to Run a Weekly Team Meeting  

    How to Run a Weekly Team Meeting

    By: Steve Riley, Esq., Atticus

    Learning how to manage a team meeting can be a game changer for many lawyers. To grow your practice you want to use the talents of others. How do you do so in a way that the meeting is to the point and productive.

    Topics Covered: 
    • Pros vs. Cons
    • How long?
    • Where?
    • Agenda
    • Mistakes
    • Questions & Final Thoughts
    EC Practice Enhancement Program members, this is available free of charge in the Education Library.
    Not a PEP member yet? Learn more.

    Member Price: $99.00 Retail Price: $149.00
    Product Cart Item
    Form Controls

  • Constructive Feedback to Your Support Staff  

    Ways to Give Constructive Feedback to Your Team

    By: Steve Riley, Esq., Atticus

    Topics Covered: 
    • The Dream vs. Reality
    • The Atticus Change Formula
    • Why is change so hard?
    • Manage You First
    • Different types of feedback
    • Tips to address big issues
    EC Practice Enhancement Program members, this is available free of charge in the Education Library.
    Not a PEP member yet? Learn more.

    Member Price: $99.00 Retail Price: $149.00
    Product Cart Item
    Form Controls

  • law firm culture  

    5 Tools for Creating an Excellent Law Firm Culture

    By: Valerie Peterson and Audrey Ehrhardt

    Topics Covered: 
    • What is Office Culture
    • Why Spend Time Discussing It
    • 5 Tools You Can Implement Now
    • Examples of Recognizable Company Culture
    • Office Culture as a Referral Development
    EC Practice Enhancement Program members, this is available free of charge in the Education Library.
    Not a PEP member yet? Learn more.

    Member Price: $99.00 Retail Price: $149.00
    Product Cart Item
    Form Controls

  • growing your elder law business  

    Growing Your Practice with Elder Law

    By: Valerie Peterson, JD

    Elder Law is a practice area that offers great potential and reward. It is a natural progression for your clients and your firm. During this informative workshop, we define elder law in a way that makes sense and identify a roadmap for learning this area without causing major disruption in your existing practice.

    Watch this recording and gain insights and confidence from attorneys who have added elder law to their existing services, or transitioned to an elder law practice. It may seem like a lot to take on, but the possibilities are great, and this course will get you well on your way!

    Length: 3 hours

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

    Elder Law Course Agenda Download Agenda

    Member Price: $0.00 Retail Price: $99.00
    Product Cart Item
    Form Controls

  • 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
    Product Cart Item
    Form Controls

  • florida elder law update  

    Florida Elder Law Update 2015 (streaming)

    By: Howard S. Krooks, Esq., CELA & Randy Bryan, Esq.

    Medicaid rules can change quickly, sometimes without much notice. This hour long session will focus on current Medicaid rules, case law in the areas of elder law or special needs planning, and pending legislation affecting that could impact our clients. ElderCounsel Principal and past NAELA President Howie Krooks, along with Randy Bryan, provide important updates in the area of Florida Elder Law.

    Length: 83 minutes

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

    Recorded: October 22, 2015
    Member Price: $0.00 Retail Price: $129.00
    Product Cart Item
    Form Controls

  •  

    Package: Symposium 2016 - ALL Sessions (audio download)


    The Symposium is the best education event of the year for estate planning and elder law professionals. This special conference is full of valuable learning, collaboration and guidance. Symposium 2016 was 2 ½ days of presentations. The sessions were a mix of 90-minute classroom breakouts and 60-minute sessions, presentations and panel discussions. Tracks include elder law, estate planning, practice development, business planning, and keynote presentations.

    By ordering this product, you will receive ALL of the sessions that took place at the 2016 Symposium including keynotes and breakout sessions. (Sessions delivered via MP3 audio file and presentation as a PDF)

    40 sessions included!

    Download full list of sessions with descriptions

    Member Price: $995.00 Retail Price: $1195.00
    Product Cart Item
    Form Controls

  • able act cle  

    ABLE Accounts are Here, Now What are You Going to do With Them (streaming)

    By: Stephen Dale, Esq., LLM and Douglas Jackson

    Disability rights advocate Stephen Dale will discuss the advantages of using ABLE accounts as a new tool to provide value to your client base. Join us to learn how easy it is to use ABLE Accounts and how beneficial they are for your Special Needs clients.

    Joining Steve is Douglas Jackson, Deputy Director from the Ohio STABLE program will explain how easy it is to setup and maintain an ABLE account.
     
    Length: 83 minutes

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

    Member Price: $0.00 Retail Price: $95.00
    Product Cart Item
    Form Controls

  •  

    Your Future Elder Law Practice (audio download)

    By: Lou Pierro, JD

    How Will Outside Influences Change the Way You Practice? 
    The government can change the rules on VA pension and/or Medicaid planning. The SSI rules could change on a moment's notice. Technology has already changed how we communicate with clients and referral sources. This session will look forward to the effect the government, and technology, may have on an elder law practice and what attorneys can (and should) do now to successfully adapt to these outside influences.

    Member Price: $79.00 Retail Price: $99.00
    Product Cart Item
    Form Controls

Featured Course

Law Practice Development Education