An event designed to increase your knowledge of substantive law and boost your firm’s profitability.
March 13-15, 2019
Denver, CO & Via Live Webcast
Register Now

About The Event

Take the next step in your elder law education,  and join us in Denver for our first Elder Law Immersion and Practice-Building Camp of 2019, March 13-15.

During the three-day camp, you’ll get up to speed on the legal technical rules and strategies needed to become an accomplished and knowledgeable advocate for the elderly. 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. Our program is truly unlike any CLE you’ve attended with endless opportunities to network with fellow attorneys and interact with practice experts at our daily provided breakfasts, Lunch and Learn, open bar receptions and happy hours, exhibitor showcase, and top-quality education sessions.

cle.png 3-Day In-Person Event Qualifies for up to 13.25 hours total CLE, 1 hour ethics.

The Speakers

Valerie Peterson, J.D.
Valerie Peterson, J.D.
ElderCounsel
Mark Metzger, Esq.
Mark Metzger, Esq.
Certified Practice Advisor, Atticus
Jim Wolverton, J.D.
Jim Wolverton, J.D.
ElderCounsel
Nicole Nixon
Nicole Nixon
ElderCounsel

Prior to the Camp

  • Pre-camp call to discuss how the Camp will be conducted
  • Getting started self guided 5-part webinar series
  • Pre-Camp assignments: Getting to know your Medicaid rules

Day 1: Wednesday, March 13, 8:30 a.m. – 5:30 p.m.

07:30
-
08:30
Breakfast (provided)
08:30
-
09:00
Welcome and Overview
09:00
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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
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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 (on your own)
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 sponsored by Krause Financial Services

Day 2: Thursday, March 14, 8:30 a.m. – 5:30 p.m.

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
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11:45
Proactive Planning Continued
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
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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
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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
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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.

Day 3: Friday, March 15, 8:30 a.m. – 3:30 p.m.

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
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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
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01:30
Lunch (on your own)
01:30
-
01:45
From Theory to Application continued
01:45
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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.

Thank You Sponsors

Krause Financial Services

  

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

Space is limited! Register today!

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March 13-15, 2019 | Denver, CO or via live Webcast
CLE: Up to 13.25 hours

Already attended the Elder Law Immersion Camp but want to do it again? Receive 50% OFF tuition!

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