Elder Law Immersion & Practice-Building Camp | CLE Event Denver CO June 12-14, 2019

07:30

08:30

Breakfast (provided)

08:30

09:00

Welcome and Overview

09:00

11:00

Medicaid: Countable Assets, Penalties and Exempt Transfers

This session will explore what is meant by countable and non‐countable assets for purposes of Medicaid eligibility, the rules as they relate to gifting, what exempt transfers are allowed, and how to calculate the Community Spouse Resource Allowance (CSRA) and Minimum Monthly Maintenance Needs Allowance (MMMNA) for married couples

11:00

12:00

Crisis Planning Strategies

During this session attendees will learn “must‐know” crisis planning strategies allowed under current federal law, a process to evaluate a crisis planning case and how to determine what is applicable in their own state.

12:00

01:15

Lunch & Learn sponsored by The Ultimate Estate Planner, Inc.

01:15

03:15

Crisis Planning Strategies Continued

03:30

04:30

Group Work: Looking up Strategies in Your State

Each attendee will work on finding state specific rules, and will be responsible for looking up their state’s Medicaid rules for at least 3 strategies. Instructors will assist as needed.

04:30

05:30

Crisis Planning Case Studies

Attendees will work through case studies on their own, and then discuss as a group. Attendees will apply their own state’s rules to determine planning strategies.

05:30

06:30

One‐hour reception

07:30

08:30

Breakfast (provided)

08:30

09:00

Questions from Day 1

09:00

10:15

Proactive Planning: Adding the Medicaid Asset Protection Trust to Your Practice

This session will start with an overview of trust basics, and continue with a look at the federal rules authorizing the use of an irrevocable Medicaid Asset Protection trust, the tax implications of this type of trust, and the circumstances under which this type of trust may be used.

10:30

11:45

Proactive Planning Continued

11:45

12:30

Lunch (on your own)

12:30

01:15

Marketing Made Simple: Create Big Wins for Your Practice

Now that we've spent time learning smart legal strategies to better serve clients, we'll discuss how to create marketing that brings clients to you. With so many marketing options it can be overwhelming. Learn creative marketing tactics that won't eat up your time or money. Explore digital marketing efforts that turn clicks into clients and learn how simple efforts can create big wins for your business.

01:30

03:00

The Initial Consultation: How to Get Hired Without Teaching the Client Everything You Know

During this session attendees will learn ways to present the idea of Medicaid planning to clients in a way that will encourage clients to hire them for this type of work.

03:15

04:45

The Pricing Dilemma

The challenge with pricing services often involves balancing what is fair to the attorney and what is fair to the client. During this session we will explore different pricing strategies attorneys can implement in order to overcome the pricing dilemma.

04:45

05:30

Spotlight Session: Past Graduate Success Story

This session will feature a past Immersion Camp attendee who will share practical tips and lessons learned that have helped him build a successful Elder Law practice.

05:30

06:30

Joint Happy Hour Mixer

Mix and mingle with fellow attendees, presenters, and ElderCounsel team members from both camps, while you enjoy drinks and hors d'oeuvres, on us.

07:30

08:30

Breakfast ‐ provided

08:30

10:30

Are You Ready to Transform Your Practice?

Are you a Jack of all trades muddling your marketing message? What are the profitability zones in your practice? This session introduces a strategic planning tool called the Practice Model Solution to help you analyze your practice model, your practice marketing strategies, your practice management strategies and your uniqueness strategies.

10:45

12:15

From Theory to Application

Now what, coach? I learned all this great stuff. Do I put it on the shelf? What do I do to implement it? Attendees will work on creating A Growth Map™ to create a clear plan of action outlining what to do as soon as they get back to the office.

12:15

01:30

Lunch (on your own)

01:30

01:45

From Theory to Application continued

01:45

02:45

The Ethics of Elder Law

Elder Law brings with it some particular ethical challenges, including determining who your client is, how to handle a client with questionable capacity, and how to deal with challenging family members.

02:45

03:30

Learning what is allowed in My State

Attendees will learn how to find answers within their own state about eligibility rules, planning strategies, and how to submit Medicaid applications in their respective states.

About The Event

The Speakers

Prior to the Camp

Day 1: Wednesday, June 12, 8:30 a.m. – 5:30 p.m.

Day 2: Thursday, June 13, 8:30 a.m. – 5:30 p.m.

Day 3: Friday, June 14, 8:30 a.m. – 3:30 p.m.

Thank You Sponsors