Store

Sponsored Ad

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.
  •  

    Utilizing an Annuity to Perfect a VA or Medicaid Plan (Audio)

    By: Dale Krause

    (Level: Basic)

    This session will focus on spend-down strategies to accelerate your client’s eligibility for Medicaid and VA Benefits through the use of Medicaid and VA compliant annuities. You will be led through crisis planning options for both married and single clients. Don’t miss this exciting opportunity to hear from the “Pioneer of Medicaid Compliant Annuities”!
    Member Price: $79.00 Retail Price: $99.00
    Product Cart Item
    Form Controls

  •  

    Why Elder Law Clients Have to Worry About Divorce, Addiction, and Unknown Creditors (Audio)

    By: Brian Albee

    (Level: Advanced)

    We will discuss what creditor protection really means and its importance for elder law clients. We will also discuss how to include creditor protection provisions in the ElderDocx EC Medicaid Asset Protection Trust® (MAPT), EC Veterans Asset Protection Trust® (VAPT), and EC Medicaid Family Protection Trust™ (MFPT).
    Member Price: $79.00 Retail Price: $99.00
    Product Cart Item
    Form Controls

  •  

    California Elder Law Update 2017 (Audio)

    By: Scott Stewart

    (Level: Basic)

    There have been many changes in the area of elder law and Medi-Cal planning in the last year, and more are to come. Don’t miss this lively session that will cover recent California court decisions, Congressional action, and other updates in each of these areas.
    Member Price: $79.00 Retail Price: $99.00
    Product Cart Item
    Form Controls

  •  

    Planning for Successful Aging (Audio)

    By: Dennison Keller, Lou Pierro

    (Level: Bacis)

    This session will provide you with alternative methods to keep your elder law practice running strong and your profits growing despite the administrative changes. You will learn how to take your clients from the initial engagement to the end of their life.
    Member Price: $79.00 Retail Price: $99.00
    Product Cart Item
    Form Controls

  •  

    Multiplying Your Reach Through Professional Relationships (Audio)

    By: Gray Strickland, Rex Russell

    How would you like to have three to four people prospecting for you every week without adding to your payroll? Wouldn’t you like to already know that the prospects you are seeing know your value and need what you have to offer? By working with other financial professionals including CPAs and Investment Advisors, you can multiply your reach and grow your firm faster. In this session we will identify healthy professional relationships, introduce tools to successfully position yourself and build a network of like-minded professionals, and leave you with actionable techniques and tips to begin working with other fiduciaries to grow your business.
    Member Price: $79.00 Retail Price: $99.00
    Product Cart Item
    Form Controls

  •  

    Fun, Fun, Fun with Special Needs Tax Effects (Audio)

    By: Steve Dale

    (Level: Basic)

    A special needs trust can be used to do more than keep a beneficiary qualified for public benefits. It can also be used as a great tax planning tool. This session will focus on how to use special needs trusts as a tax planning tool, and how to coordinate the activities of the management team of a special needs trust to create a portfolio that can minimize and, in many cases, eliminate taxes. A special focus will be on using qualified plans, and how to offset the income with exemptions and deductible expenses.
    Member Price: $79.00 Retail Price: $99.00
    Product Cart Item
    Form Controls

  •  

    Increasing Revenue Through Public Seminars (Audio)

    By: Sarah Kons, Peter Harbach

    We have all been told that an effective method to attract clients is holding seminars. They allow you to show off your knowledge while letting a room of prospects get to know you and your approach to planning. But how do you actually put on a seminar? In this session, we will go through each step from advertising, to what to say, what to serve, where to have it, and, most importantly, how to turn the event into revenue that helps your bottom line.
    Member Price: $79.00 Retail Price: $99.00
    Product Cart Item
    Form Controls

  •  

    10 Ways to Improve your Initial Consultation (Audio)

    By: Steve Riley

    Are you as effective as you can be? Are your prices where you think they need to be? Has your initial consultation become stale? Join us as Atticus Practice Advisor Steve Riley shares ten ways you can improve your consultations and get hired without teaching the client everything you know.
    Member Price: $79.00 Retail Price: $99.00
    Product Cart Item
    Form Controls

  •  

    Decisions, Decisions: Deciding Between Medicaid and VA Pension (Audio)

    By: Whitney Wilson

    (Level: Advanced)

    Elder law attorneys must simultaneously navigate between VA Pension Benefit rules and Medicaid rules at four key times:

    1) Initially deciding whether to apply for VA or Medicaid, or both

    2) A VA case matures into a Medicaid case, whether within Medicaid’s lookback period or not 3) Medicaid eligibility is obtained, impacting VA eligibility

    4) Determining how Medicaid’s rules treat a VA Pension Benefit, including during initial eligibility determination, during patient responsibility calculation, and during estate recovery.

    This presentation will highlight the process for successfully navigating each of these periods.
    Member Price: $79.00 Retail Price: $99.00
    Product Cart Item
    Form Controls

  •  

    VA Pension Planning, What's Hot and What's Not (Audio)

    By: Whitney Wilson, Victoria Collier

    (Level: Basic)

    We will discuss the purpose of the ElderDocx® Parental Protection Trust (PPT) and how to make it a part of your planning arsenal.Veterans Pension Planning affects families of all types, regardless of wealth or geography. Laws can change quickly, and it’s critical to stay abreast of current rule changes or trends that can affect planning. This session will explore hot topics in Veterans Pension Planning that every attorney practicing in this area should be aware of.
    Member Price: $79.00 Retail Price: $99.00
    Product Cart Item
    Form Controls

Sponsored Ad