The Elder Law Coach

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I tell clients and during public speaking events that the Power of Attorney is THE most important document a senior can do.  Therefore, you as an elder law attorney need to provide the best POA document you can to your clients.  Your clients NEED this document.

Today, Todd and Sara discuss the 9 powers that need to be in a Power of Attorney so that your client is protected and able to save what they have and not go broke trying to pay for care.  Please listen to this episode and up your game significantly in your Power of Attorney.

Check out our new website www.TheElderLawCoach.com.

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One of the most helpful things you as an Elder Law Attorney can do for a family is help them get the care they need for a spouse without losing everything they have.  Many people don't understand the Medicaid rules allow a family to protect almost everything when a married person needs long term care.

Today, Todd talks about the basic Medicaid Spendown techniques used to protect everything for a married couple.  Listen today to learn how to really help families and help your practice.

Check out our new website www.TheElderLawCoach.com.

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This is probably one of the most important podcasts that I've done.  We as a profession do not do a good job when dealing with the client with diminished capacity.  Elder Law attorneys work with many people that have diminished capacity.  If your position here is "since they have a diagnosis of dementia, then they can't sign documents", you MUST listen to this episode.  It will change your world.

I beg you to take 25 minutes out of your day and listen to this podcast and help those with diminished capacity not lose their rights and help you as an attorney really do some good in the world.

Check out our new website www.TheElderLawCoach.com.

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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.

Check out our new website www.TheElderLawCoach.com.

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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.

Check out our new website www.TheElderLawCoach.com.

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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.

Check out our new website www.TheElderLawCoach.com.

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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.

Check out our new website www.TheElderLawCoach.com.

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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.  

Check out our new website www.TheElderLawCoach.com.

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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.

Check out our new website www.TheElderLawCoach.com.

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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.

Check out our new website www.TheElderLawCoach.com.