Elder Law Immersion Camp for Non-Attorneys


Finally, a specialized camp just for team members!
September 14-15, 2022
Denver, CO
Price: $995
Option at checkout to reserve your seat for $250

About The Event

Do you work at an elder law firm but would like more substantive legal knowledge about the Medicaid cases you work on? Are you an attorney that manages staff and you don’t have time to teach them Medicaid rules and strategy?

If you answered “Yes, holy cow how do they know me so well?” to either question then this course is here to help.

This course is for non-attorney staff members at elder law firms that will be taught concurrently with the live Elder Law Immersion and Practice Building Camp. It is an introduction into the area of Medicaid planning. We will cover the basic rules and strategy of Medicaid planning, trusts used in this planning area, and how to use the ElderDocx document assembly system to support your clients.

This course will provide an opportunity to gain hands-on drafting experience and familiarity with the tools provided by your ElderCounsel membership.

.Who Should Attend: Non-attorney staff of ElderCounsel members or those from offices with attorneys attending the Elder Law Immersion and Practice-Building Camp.

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The Speakers

valerie-circle-grey
Valerie Peterson, J.D.
CEO, ElderCounsel
jim-circle
Jim Wolverton, J.D.
Director of Education, ElderCounsel

Prior to the Camp

  • Pre-camp call Tuesday, September 6, 2022, 12:30-1:00 p.m. MT to discuss how the camp will be conducted

Day 1: 8:30 a.m.–5:30 p.m. MT

08:30
-
09:00
Welcome and Overview
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
-
01:15
Lunch - On Your Own
01:15
-
03:45
Crisis Planning Strategies Continued
03:45
-
05:30
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.
05:30
-
05:30
Adjourn

Day 2: 8:30 a.m.–5:30 p.m. MT

08:30
-
09:30
Crisis Planning Case Studies
09:30
-
11:00
Crisis Planning Process, Pricing and Drafting the MAPL
Starting in a new practice area can be daunting if you don’t have each step of the client’s journey mapped out. In this session, we will discuss a proven processes to help you start seeing both crisis and proactive Medicaid planning clients with confidence. Pricing your legal services often involves balancing what is fair to the attorney and what is fair to the client. We will also explore different pricing strategies attorneys can implement in order to overcome the pricing dilemma. We will also explore how to create a MAPL in the ElderDocx® drafting software.
11:00
-
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 - On Your Own
01:00
-
02:00
Proactive Planning Continued
We will continue to explore the Medicaid Asset Protection trust and how to draft the document to accomplish all of your client’s asset protection goals, distributions plans and end of life consequences.
02:00
-
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
Online Presence Assessment
Regardless of how well you know the Medicaid rules you must get the word out in your community that you can help families plan for long-term care. Your digital presence is essential to build trust with potential clients, current clients and referral sources. We will be joined by the marketing professionals from Law as a Business Services to help assess your current online status during this interactive session.
05:30
-
05:30
Adjourn

Sponsors

Krause Financial Services

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

Space is limited! Register today!

Elder Law Immersion Camp for Non-Attorneys
September 14-15, 2022  |  All seats in-person in Denver, CO

Register early to secure your seat!

This is an exclusive event only offered to the team members of ElderCounsel law firms.