A 12-month program created exclusively for ElderCounsel members to increase your knowledge of substantive elder law and boost your law firm’s profitability.

Upcoming Camps: 
January 26-28, 2022 (Live Via Zoom)
or
April 6-8, 2022 (In-Person in Denver, CO)

Member Price: $1,995
Reserve Your Spot: $250
Register and pay in full

Thank you for your interest in attending an ElderCounsel education event.  We will be hosting all of our education events using an online platform until at least Spring 2022. Our first in-person Immersion Camp will take place April 6-8, 2022 in Denver, Colorado. We look forward to seeing you all in person again.  We will be reassessing our timeline in early 2022 and make any relevant announcement with ample time for you to make the necessary travel plans.

About The Event

January 26-28, 2022 Live Via Zoom or
April 6-8, 2022 In-Person at the LAB at Denver

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

This program will get ElderCounsel members 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 and want to join? Contact us today!
 

The Speakers

Valerie-
Valerie Peterson, J.D.
CEO, ElderCounsel
steve riley
Steve Riley, J.D.
Certified Practice Advisor, Atticus
jim-circle
Jim Wolverton, J.D.
Director of Education, ElderCounsel

Prior to the Camp

  • Pre-camp call for January's Zoom Immersion Camp is Tuesday, January 18, 2022 at 2:00 p.m. ET to discuss how the Camp will be conducted or the pre-camp call for April's in-person Immersion Camp is Tuesday, March 29, 2022 at 2:00 p.m. ET
  • Getting started self guided five-part webinar series
  • Pre-Camp assignments: Getting to know your Medicaid rules

Day 1: 10:30 a.m. – 6:30 p.m. ET

10:30
-
11:00
Welcome and Opening Exercise
11:00
-
01:30
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.
01:30
-
02:00
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.
02:00
-
03:00
Lunch – On Your Own
03:00
-
05:30
Crisis Planning Strategies Continued
05:30
-
06:30
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.
06:30
-
06:30
Adjourn

Day 2: 10:30 a.m. – 6:30 p.m. ET

10:30
-
11:30
Crisis Planning Case Studies
11:30
-
02:00
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.
02:00
-
03:00
Lunch – On Your Own
03:00
-
04:00
The Rest of the Story
We will wrap up the Medicaid planning section of the camp with a few final legal concepts as well as practical tools to use as you onboard this new planning area to your practice.
04:00
-
05:30
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.
05:30
-
06:30
My Practice Focus™
Communication is the key to helping potential clients and referral sources know how you can assist them and their families with the costs of long-term care. We will work with you to create and test your communication skills to ensure your community knows exactly what you do.
06:30
-
06:30
Adjourn

Day 3: 10:30 a.m. – 5:30 p.m. ET

10:30
-
12:45
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.
12:45
-
02:00
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.
02:00
-
03:00
Lunch – On Your Own
03:00
-
04:00
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.
04:00
-
05:30
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.
05:30
-
05:30
Adjourn

Event Sponsors

Krause Financial Services

Thank you Krause Financial Services for being an event sponsor. 

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

Event Requirements

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:
  1. 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.
  2. 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.

  3. 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.

  4. Come ready to participate, learn, and have fun!

In-Person Event Requirements

  • Unless otherwise required by applicable law or the CDC at the time of the event, Personal Protective Equipment (PPE) and social distancing will not be required for in-person gatherings, but are permitted at the option of each attendee irrespective of the person’s vaccination status. Please note that this policy is subject to the rules of the location where an event is being held (i.e., The LAB Building [Denver Place/LBA Realty]), and if such rules are stricter than this ElderCounsel policy, all attendees will be required to comply with such rules.  ElderCounsel will provide any such rules to attendees in all pre-event communications, and updates as such updates are made available to ElderCounsel. Private business rules will still need to be adhered to, i.e. The LAB Building (Denver Place/LBA Realty).

  • Webcast options will be made available for most events for any attendee who is unable or unwilling to attend in person.

  • If an attendee is exhibiting flu-like symptoms (as defined by the CDC) they will not be permitted to attend an in-person event. The attendee should notify an ElderCounsel representative as soon as possible if the attendee is experiencing flu-like symptoms and alternative arrangements will be made for the attendee.

    • If an attendee begins exhibiting symptoms after they have arrived at an ElderCounsel event, ElderCounsel reserves the right to ask the attendee to remove themselves from the premise.

  • If an attendee is unable to attend a live event due to illness, the attendee will be permitted to attend via live webcast (when applicable). If no webcast option is available for an event, ElderCounsel’s refund policy will apply.

Space is limited! Register today!

ELIC---solid-white
Upcoming Camps
January 26-28, 2022 Live Via Zoom or
April 6-8, 2022 In-Person

CLE: 3-Day Event Qualifies for up to 13.25 hours total CLE, 1 hour ethics

 Already attended the Elder Law Immersion Camp but want to do it again? Receive 50% OFF tuition!
 
Each event has limited capacity. Register early to secure your seat!
 
REGISTER NOW
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