Beyond Immersion

Planning and Practice Building Strategies for Your Elder Law Practice
May 29, 2019
Denver, CO & Via Live Webcast

About The Event

You’ve got the basics of elder law down and are now ready for more advanced education. “Beyond Immersion” is the answer. This course will provide a complimentary recording that includes a review of crisis planning strategies. During the live event, you’ll learn how to deal with challenges in crisis planning and proactive planning, including how to plan and draft for difficult family situations. You’ll also receive a half day of practice building instruction, including a look at how you are showing up in the marketplace, along with guidance on how to build a stronger referral based practice.

cle.png Earn up to 3.6 CLE credit hours for the following states: AR, CA, CO, IL, MO, NE, NJ, NY, OK, UT

The Speaker

Valerie Peterson, J.D.
Valerie Peterson, J.D.
ElderCounsel
steve riley
Steve Riley, J.D.
Certified Practice Advisor, Atticus

Agenda for May 29, 8:15 a.m. - 6:00 p.m.

07:15
-
08:15
Breakfast
08:15
-
08:30
Welcome
08:30
-
09:30
When the Perfect Proactive Plan Goes Awry
Valerie Peterson, J.D., CEO, ElderCounsel
Your client is in good health when you create and fund the Medicaid Asset Protection Trust®. Then the dreaded phone call comes: Your client has suffered a stroke and is not expected to return home. Now what? This session will focus on how to analyze and apply solutions available to a client when an illness comes sooner than expected during the 60 months after funding an irrevocable trust.
09:30
-
09:45
Break
09:45
-
10:45
How to Deal With Problem Areas in Crisis Planning
Valerie Peterson, J.D., CEO, ElderCounsel
This session will focus on the following scenarios that often cause problems in Medicaid crisis planning cases: What to do with IRAs that are countable, how to avoid estate recovery on the home, how to get a crisis plan done when the kids don’t get along, and what to do when you have a wartime Veteran who could qualify for Medicaid or VA pension benefits.
10:45
-
11:00
Break
11:00
-
12:00
Dealing With Denials and Unfair Regulations
Valerie Peterson, J.D., CEO, ElderCounsel
When is a fair hearing necessary? How are fair hearings typically conducted? When is it necessary to appeal (or file) to federal court? This session will address these questions, and will provide guidance on how to become an effective advocate at the state level.
12:00
-
01:15
Lunch
01:15
-
02:15
How Are You Showing Up to Others?
Steve Riley, J.D., Practice Advisor, Atticus
You know the law, you have a website, you go to networking events, but your calendar is still not full with new client appointments. During this session, you’ll learn how others view the message you are conveying through your online presence (or lack thereof), and ways to better engage prospective clients and referral sources.
02:15
-
02:30
Break
02:30
-
03:30
Creating a Referral-Based Practice that Will Boost Your Bottom Line and Reduce Your Stress
Steve Riley, J.D., Practice Advisor, Atticus
Trying to figure out how to market your practice every month to cover your expenses and create income can feel like running on a hamster wheel with no way to jump off safely. If you can develop strong relationships with referral sources, then there is less pressure to come up with the latest and greatest marketing message. During this session you’ll learn how to conduct a successful meeting with potential referral sources, and how to build that relationship to create a profitable pipeline of new clients.
03:30
-
03:45
Break
03:45
-
05:00
Are You Standing in the Way of Your Own Success? (The Strategic Pathway)
Steve Riley, J.D., Practice Advisor, Atticus
In growing a firm, you must go through evolutionary stages. The Strategic Pathway identifies those stages and points out the key strategies that allow you to break through the stages quickly, with velocity. Learn what hidden traps hold different types of practices back from growing to their full potential.
05:00
-
06:00
Happy Hour
Stay and enjoy a cold drink with fellow attendees, members of the ElderCounsel team, and our event sponsors.

Sponsors

Interested in sponsorship opportunities with ElderCounsel? Click here for more information.

Beyond Immersion:
Planning and Practice Building Strategies for Your Elder Law Practice

May 29, 2019 | Denver, CO or via live Webcast

Location: 
Hilton Denver City Center 
1701 California St. 
Denver, CO 80202 
Book Room

Tuition:
$695 for members | $995 for non-members.

Join us for all three events taking place May 29-31 in Denver and receive $300 off your full tuition!
Email Account Management at accounts@eldercounsel.com for discount.
May 29: Beyond Immersion
May 30: How to Build a Profitable Team
May 31: Double Your Revenue

Register