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Today I interview a client's child from a long way back, Mac.  This interview is a great way to see how things should work when you do good work for a family.  This podcast episode discusses the issues clients are looking experiencing and how our work, when done correctly, really does help them.

When you treat clients and their families like family, they will trust appreciate what you do and will still be your friend 16 YEARS later and insist they come on and talk about their experience.  I hope you enjoy this episode with my friend Macintosh Ewell.

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I talk about this case as encouragement for you Elder Law Attorneys out there helping your clients and the State Medicaid authority says you are doing it wrong.  I used to think that "The State" was all knowing and if they said I did something wrong, then I must have been at fault.

I quickly learned that they have an agenda and they may not know the rules a well as you do.  If you really know the rules, I'm going to say you know the rules better than most of them.  This podcast shows how the State of Minnesota tried to undo Federal Law in a Statute and the Commissioner was called out for trying to make a legitimate Irrevocable Trust that followed Federal Law a countable resource.  The Appellate Court called them out on it and it's beautiful.  This case should encourage you to fight the fight and not to back down if you know you are right and the State is wrong.

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Coaching clients ask me all the time what exactly do we need to get from the client for the first meeting.  I did a podcast for my other platform, Answers on Aging (you should listen and have your clients listen to this one).

I'm posting it here since I think it's something you can share with clients but if you ever wondered what all we would need for a first meeting, this covers it.

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Clients routinely hire me for the exact same price that other attorneys quoted them, but didn't hire them because "it was too high".  There is a process of conducting the first meeting with a client so that the fee you quote them is reasonable and "makes sense" under the circumstances.

Join me today and we discuss how to prepare the client for a Medicaid case and the fee associated with the work you are going to do for the client.  Learn how to properly prepare the client for the fee and if done correctly, rather than them saying "that's too high" they may very well say "that's a really good deal".  Join me today to learn how to do this.

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On this episode, I interview Marilyn Miller, the current President of the National Elder Law Foundation.  We discuss what a CELA , how to become one and why you probably want to become one if you focus on Elder Law.  

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Avoiding probate is a key tool in the Elder Law Practice.  Our clients don't need to go through probate and shouldn't go through probate (prove me wrong!!!).  But how is foregoing this whole area of work good for your practice?  Listen and I will tell you how following this concept will help you stand out among the "other attorneys" who dabble in this and do what they have always done.  Avoiding probate is really great for business.  Listen as I explain how.

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Client confidentiality is crucial in any law practice.  However, in Elder Law it gets a little tricky  almost every time.  Elder Law attorneys usually have to talk to lots of other people beside their clients.  Sharing information is crucial and in the best interest of the client.  However, you have to abide by the ethical rules.  Listen as Todd covers those areas and makes sense out of this very basic rule applied to the Elder Law practice.

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It's crucial that you know who the client is.  In no other area of the law is this such a strange concept.  However, in Elder Law you have to know who the client is and make sure everyone else knows who the client is.  Some Elder Law Attorneys think differently on this topic so this is not the "end all" discussion of the topic but it is something you should think about and resolve in your practice if you want to be a proficient Elder Law Attorney.

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This information is GOLD.  The information in this podcast will teach you how to help clients on a whole different level!!!!!!  When a client meets the qualifications for an exempt transfer, you should recognize it and advise them of the exemption.  Helping them with exempt transfers will pretty make sure they hire you to make sure it's done correctly.  These rules really do help clients and you need to know it.  Questions or comments can be sent to [email protected]

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This is CRUCIAL to working with clients that have gifting in their past or if you use gifting to plan for Medicaid.  This episodes discusses and explains the Penalty Period and how to make sure you start the penalty.  Questions to [email protected]

Check out our new website www.TheElderLawCoach.com.