Elder Law Immersion & Practice-Building Camp | CLE Event Online April 28-30, 2021

The Elder Law Immersion and Practice-Building Camp is truly unlike any CLE you’ve attended.

This program will get you up-to-speed on the legal-technical rules and strategies needed to become an accomplished and knowledgeable Medicaid planning attorney. You’ll also learn integral practice building structures to determine what type of practice you want and how to get there, in addition to innovative marketing strategies that’ll help you expand your clientele and elevate your practice.

There are opportunities to network with fellow attorneys and interact with industry experts within your class. And the best part…we stay connected with you for a year to ensure you are supported the entire time while learning this new practice area.

What You Get With Registration

Registration for this course includes a full year program that starts before you even come together for three days. Prior to the camp, you will be guided through a five-part video series to lay the foundation of elder law. You will also complete a “Getting to know your Medicaid rules” assignment. Access to these items are given as soon as you register. Fully completing these items will help deepen your overall knowledge of Medicaid planning and you’ll get the most out of this program. We will also go over these items during your pre-camp call which typically takes place 1 week before the camp.

Immediately following the three day camp, you’ll go through an implementation series where you will review how to draft documents and be able to ask questions in a live question and answer session. This will give you peace of mind that what you are doing is correct and engrave the skills you’ve been taught. There are also monthly on-demand courses and follow up calls to facilitate your continued training.

CLE
3-day course qualifies for up to 13.25 hours total CLE, 1 hour ethics
Pre-approved: AR, CA, CO, FL, HI, MT, ND, NJ, NY, PA
Pending Approval: OH, KS
Attorney will self apply in states not listed.

Questions about the program?
ElderCounsel members are encouraged to reach out to their Account Manager with any questions regarding this event. Not an ElderCounsel member? Email info@eldercounsel.com or call 888-789-9908.

Valerie Peterson, J.D.

Chief Executive
Officer

Steve Riley, J.D.

Certified Practice
Advisor, Atticus

Jim Wolverton, J.D.

Assistant Director
of Education

Lori Pulvermacher

Director of Business Solutions,
LAB Services

08:30

09:00

Welcome and Opening Exercise

09:00

11:30

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.

11:30

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

01:00

Lunch break - on your own

01:00

03:15

Crisis Planning Strategies Continued

03:30

04:30

Confirming Rules and Strategies in Your State and Introduction to Case Studies

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.

08:30

09:30

Crisis Planning Case Studies

09:00

12:00

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.

12:00

01:00

Lunch break - on your own

01:00

02:45

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.

03:00

04:30

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.

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

12:45

Grab Lunch, Learn Marketing

12:45

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.

01:15

02:15

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.

02:15

03:30

Next Steps: What to Do When I Get Home

Attendees will learn how to continue their learning when they return home, and how to focus their marketing efforts in the area of elder law.

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

*Webcast Requirements

This event requires a great deal of participation from attendees. We highly recommend attending in-person if at all possible. If you opt to attend via live webcast, we ask that you prepare accordingly by following the guidelines below:

Be prepared to share your webcam. This will allow attendees and presenters to see you and more easily interact with you during the event. If you do not have a webcam, below are a few suggestions with varying price points.
Be sure your Internet speed will support streaming the workshop.
- You must have an Internet connection with a minimum speed of 10 Mbps. We strongly recommend a wired connection. You may learn your speed at www.speedtest.net.
- A quiet place without interruptions
- A working microphone
- Google Chrome as your recommended browser
- Close other applications and bandwidth heavy items such as cloud applications that require continuous syncing
- Headphones are recommended for listening.
If at all possible, make plans to participate from a location outside of your office. This event requires participation from attendees and if you are interrupted by work demands you (and other attendees) will not get the full benefit from the event and it will be disruptive for everyone.
Come ready to participate, learn, and have fun!

About The Event

The Speakers

Prior to the Camp

Day 1: 8:30 a.m. – 4:30 p.m. MT

Day 2: 8:30 a.m. – 4:30 p.m. MT

Day 3: 8:30 a.m. – 3:30 p.m. MT

Event Sponsors

*Webcast Requirements