Store

Symposium 2017


Miss out on Symposium 2017?

The audio and materials from this event are ready!

View the session list now →


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 2017

Symposium 2016

Veterans Pension Planning

  • 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
    Product Cart Item
    Form Controls

  • 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
    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

  • Medicaid Appeals and Fair Hearings  

    Medicaid Appeals and Fair Hearings (streaming)

    By: Rene H. Reixach, Esq.

    There are a variety of reasons a Medicaid application may be denied including improper funding and incomplete documentation. The Medicaid rules allow applicants the right to a fair hearing in front of the state agency for adverse determination including denial, reduction, or termination in coverage. This session will cover the rules for fair hearings to review adverse Medicaid eligibility decisions and the procedures for conducting fair hearings, as well as how to appeal to state or federal court from an adverse fair hearing decision.
    • The Basis for Fair Hearings
    • Notice Requirements – Contents and Timing
    • Requesting a Fair Hearing
    • Aid Continuing (Aid Paid Pending)
    • Denial or Dismissal
    • Hearing Procedure
    • Decisions
    • Compliance
    • Hearing Tips
    • Appeals to State Court
    • Federal Court Appeals
     CLE: 1.25 hours

    Length: 71 minutes

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

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

  • Fire & Rescue  

    Practice Development Camp - Fire and Rescue School for Your Law Firm (streaming)

    By: Audrey Ehrhardt, JD, Valerie Peterson, JD, Corey Saban, Tom Ahrens, JD, and Sandi Poreda

    We all need to know the strategies that make our law firms as efficient and profitable as they can be. The right tools and resources combined with the strategic knowledge of how to use them can make the difference when it comes to increasing your revenue each quarter.

    Whether we are fire-proofing your law firm against possible adversity or we are jumping into the fray to rescue your practice from the burning flames, this is the course for you. Both new and experienced elder law attorneys will benefit from getting real practice answers they can implement right now.

    Topics Covered:
    • 3 Long Term Care Facilities in 90 Days
    • Websites that Communicate Well
    • Techniques for Leveraging SEO and Social Media
    • Preparation Saves Lives (and law firms too!)
    • Fire! 30 (blog) Topics in 30 Minutes
    • The 5 Best Ways to Start a Wildfire in Your Practice
    • C.O.M.M. Training 
    • Get Out Alive!
    • Strategies for Increasing Your Profitability Now
    • Elder Law in Pictures
    • It's Getting Hot in Here!
    Member Price: $695.00 Retail Price: $795.00
    Product Cart Item
    Form Controls

  • Google's First Page  

    The Reason Why You're Not on Google's First Page

    By: Audrey Ehrhardt, JD, CBC, Practice42

    Search Engine Optimization (SEO) and Search Engine Marketing (SEM) are not where they were five years ago, let alone sixty days ago! Join Audrey Ehrhardt, JD, CBC, for an overview of these terms and how to market your firm on the internet today. We will discuss how to really know if you’re on Google’s first page of search results, the top four search engines you need to have a presence on to compete and best practice tips for getting clients on your website.

    Topics Covered: 
    • Learn how to really know if you're 1st on SEs
    • Understand why it matters
    • Discuss SEO and SEM
    • 10 steps integrated digital marketing strategy
    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

  • Enhancing value  

    Enhancing Your Value in a Technology Driven Society (streaming)

    By: Mark Metzger, JD

    Elder Law Masters Course Session

    Technology seems to be taking over many areas that used to rely on humans alone. Email has replaced phone calls. Video has replaced in person presentations. And does anyone send anything through the mail any longer? While some may view this as a challenge, we view it as opportunity. Learn how to embrace the changes occurring, while finding new (or maybe old) ways to stand out in this ever-evolving technological world.

    Member Price: $125.00 Retail Price: $150.00
    Product Cart Item
    Form Controls

  • Lifetime trust  

    Lifetime Trust Administration – The Practical Side

    By: Melissa Crump, JD

    Elder Law Masters Course Session

    You finally get the MAPT or VAPT signed. Now how do you make sure the trustee makes the right distributions at the right time? What if the home needs to be sold? This session will cover the practical side of how a MAPT or VAPT should be administered, and how you and the trustee can work together to make sure no errors are made.

    Member Price: $125.00 Retail Price: $150.00
    Product Cart Item
    Form Controls

  • Ways to Ask Clients for Referrals  

    Ways to Ask Clients for Referrals

    By: Steve Riley, Esq., Atticus

    Nothing can be as unnerving as asking a client for a referral. We will discuss ways that work best for you that make you feel ethical and authentic with who you are.

    Topics Covered: 
    • Identify Your Targets - Who is Your Client?
    • Referral Acknowledgement
    • Practice TOMA
    • Art of Asking
    • Customer Service
    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

  • Virutal Initial Consultations  

    Are In Person Initial Consultations a Thing of the Past

    By: Michael J. Amoruso, Esq., Amoruso & Amoruso

    The "traditional" model of meeting a client for the first time involves the client coming to you, finding a place to park, then finding your office where they sit in the waiting room until being ushered into your conference room. With technology as it exists today, is this still necessary? Can you connect with a potential client and get hired without physically sitting across the table from them? We say yes. Michael Amoruso, ElderCounsel Principal and owner of Amoruso & Amoruso, will share how (and why) he has moved to web-based initial consultations and has achieved impressive results by doing so.

    Topics Covered: 
    • The Modern Conference Room
    • Technology Requirements
    • Conducting the Consult
    • Review of Draft Documents
    EC Practice Enhancement Program members, this is available free of charge in the Education Library.
    Not a PEP member yet? Learn more.

    Member Price: $59.00 Retail Price: $99.00
    Product Cart Item
    Form Controls

Symposium 2017


Miss out on Symposium 2017?

The audio and materials from this event are ready!

View the session list now →