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Symposium 2017


Miss out on Symposium 2017?

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Symposium 2017

Symposium 2017 was the best learning event of the year for elder law and estate planning professionals. This special conference was full of valuable learning, collaboration and guidance on how to advance your practice. You'll discover new ways of thinking that can help you elevate your practice.

Audio from sessions available for topics on elder law, trusts & estates, business law and practice development & marketing.
  • full audio package  

    Package: Symposium 2017 - 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 2017 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 2017 Symposium including keynotes and breakout sessions. (Sessions delivered via MP3 audio file and presentation as a PDF)

    55 sessions included!

    Member Price: $995.00 Retail Price: $1195.00
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    Package: Symposium 2017 Elder Law Track (19 sessions - audio download)


    All 19 breakout elder law sessions (2017 Symposium)
    • (Basic) Leveraging Your Relationship with Your Local Medicaid Office ‐ Why You Can't Afford Not To (Jason Penrod, Michele Procino‐Wells, Todd Whatley, R. Scott Stewart, Melissa Crump)
    • (Advanced) Mom & Pop’s Shop: Elder Law Planning for the Family Business (Neel Shah)
    • (Basic) You Complete Me: Client Maintenance Programs (Vincent Russo)
    • (Advanced) Understanding the Future of Elder Law (Valerie Peterson, Howard Krooks)
    • Elder Law Update (Howard Krooks, Vincent Russo, Lou Pierro)
    • (Basic) Parental Protection Trust, Say What?! (Brian Albee, Lou Pierro)
    • Decanting and Friends ‐ Modifying Irrevocable Trusts, Part 2 (Foss Hooper, Jennifer Johnson, Steve Oshins)
    • Lifestyles of the Healthy and Happy: How to Have Both (Valerie Peterson)
    • (Basic) “Lights, Camera, Action” Utilizing an Annuity to Perfect a VA or Medicaid Plan (Dale Krause)
    • (Advanced) Why Elder Law Clients Have to Worry About Divorce, Addiction, and Unknown Creditors (Brian Albee)
    • (Basic) California Elder Law Update (Scott Stewart)
    • (Basic) Planning for Successful Aging (Dennison Keller, Lou Pierro)
    • Multiplying Your Reach Through Professional Relationships (Gray Strickland, Rex Russell)
    • (Basic) "Fun, Fun, Fun" with Special Needs Tax Effects (Steve Dale)
    • (EC Practice Development) Show Me The Money: Increasing Revenue Through Public Seminars (Sarah Kons, Peter Harbach)
    • 10 Ways to Improve your Initial Consultation (Steve Riley)
    • (Advanced) Decisions, Decisions: Deciding Between Medicaid and VA Pension (Whitney Wilson)
    • (Basic) VA Pension Planning, What's Hot and What's Not (Whitney Wilson, Victoria Collier)
    • (Practice Development) Where Are All of the Elder Law Clients? (Alan Press, Jason Penrod)

    Member Price: $399.00 Retail Price: $499.00
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    Leveraging Your Relationship with Your Local Medicaid Office ‐ Why You Can't Afford Not To (Audio)

    By: Jason Penrod, Michele Procino‐Wells, Todd Whatley, R. Scott Stewart, Melissa Crump

    (Level: Basic)

    It’s important to build a strong relationship with your local Medicaid office, even if you file your applications online. Attend this session and learn how four established elder law attorneys across the country have leveraged their relationships to streamline the filing process. We will also discuss the application process and what critical items to include.
    Member Price: $79.00 Retail Price: $99.00
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    Mom & Pop’s Shop: Elder Law Planning for the Family Business (Audio)

    By: Neel Shah

    (Level: Advanced)

    When planning for the business owner and her actual or potential long-term care needs, there’s a different level of complication. How do you “spend down” an LLC? What if there is one child who is involved with the business and another who is not? Can (and should) a trust own a business? Join us for this session to learn how to issue-spot and then solve for your business owner client’s elder law needs.
    Member Price: $79.00 Retail Price: $99.00
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    You Complete Me: Client Maintenance Programs (Audio)

    By: Vincent Russo

    (Level: Basic)

    Maintenance programs are not just for estate plans. You have revenue in your closed file cabinet! All of the plans you have drafted over the years could be added to a firm maintenance program and potentially double your annual revenue. You will leave this session with a plan to establish maintenance programs.
    Member Price: $79.00 Retail Price: $99.00
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    Understanding the Future of Elder Law (Audio)

    By: Valerie Peterson, Howard Krooks

    (Level: Advanced)

    There are many external influences that can affect an elder law attorney’s practice: Legal Zoom, non-attorneys practicing law, legislative changes and government regulations that seem to be constantly changing. This session will discuss new laws and regulations that have been proposed (or passed), along with new and creative ways to protect your practice against potential threats.
    Member Price: $79.00 Retail Price: $99.00
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    Elder Law Update 2017 (Audio)

    By: Howard Krooks, Vincent Russo, Lou Pierro

    There have been many changes in the area of elder law, Medicaid planning, and Special Needs Planning in the last year, and more are to come. Don’t miss this lively session that will cover recent court decisions, Congressional action, and other updates in each of these areas.
    Member Price: $79.00 Retail Price: $99.00
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    Parental Protection Trust (Audio)

    By: Brian Albee, Lou Pierro

    (Basic)

    We will discuss the purpose of the ElderDocx® Parental Protection Trust (PPT) and how to make it a part of your planning arsenal.
    Member Price: $0.00 Retail Price: $99.00
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    Decanting and Friends ‐ Modifying Irrevocable Trusts, Part 2 (Audio)

    By: Foss Hooper, Jennifer Johnson, Steve Oshins

    A “practical application” discussion with Steve Oshins, Foss Hooper, and Jennifer Johnson. The main purpose of this session is to build on the techniques covered in Part 1, to create additional revenue opportunities for your practice. Special emphasis will be on taxation and asset protection. Whether it be converting to domestic asset protection trusts, minimizing capital gains taxes, or adapting to the ever-changing Medicaid and special needs requirements, there is a tremendous opportunity for each one of us to grow our practices while providing value to our clients. Questions are encouraged while we work through how to apply the various strategies.
    Member Price: $79.00 Retail Price: $99.00
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    Lifestyles of the Healthy and Happy: How to Have Both (Audio)

    By: Valerie Peterson

    Can we prevent Alzheimer’s, one of the most feared diseases on the planet? There is fascinating new research nearly every day that connects the food we eat and the lifestyle we lead with debilitating diseases like Alzheimer’s, Type 2 diabetes and more (even cancer). If you are interested in learning how to take control of your health and your happiness through diet and lifestyle, then this is the session for you!
    Member Price: $79.00 Retail Price: $99.00
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10% Off Sale!

Symposium 2017


Miss out on Symposium 2017?

The audio and materials from this event are ready!

View the session list now →