Tom Begley, III chats with Bob about beginning to practice elder law years ago with his father, the challenges of practicing in an aggressive (regulatory and administrative) jurisdiction, selecting fiduciaries, and educating fiduciaries.

Capehart Scatchard

Capehart Scatchard telephone: 856-914-2085

Tom’s email

The post TH013: TOM BEGLEY, III – PRACTICING IN A ROUGH NEIGHBORHOOD appeared first on TrustChimp.

As she begins her last month as President of the National Academy of Elder Law Attorneys, Shirley Whitenack talks to Bob her unlikely road to law school, how she became an elder law attorney and what lead to her involvement in NAELA. Shirley and Bob also discuss the challenges of practicing in a state (New Jersey) that aggressively construes Medicaid qualification rules, as well as what NAELA can do to help attorneys facing important challenges from state authorities.

Shirley’s law firm: Schenk Price Smith & King, LLP

Shirley’s email address

National Academy of Elder Law Attorneys

The post TH012: SHIRLEY WHITENACK – MADAM PRESIDENT! appeared first on TrustChimp.

Parts of this are hilarious. Others, very informative. Bobbi and Bob! Stetson Law Professor Roberta (“Bobbi”) Flowers and Bob discuss one of the thorniest ethical problems for the elder and special needs law attorney – namely, how to handle an attorney in fact representing a principal with diminished capacity. There is no clear answer . . . but some GREAT advice from the professor.

Bob and Bobbi also have a wide-ranging discussion about Stetson’s teaching philosophy, traditional versus nontraditional law students, elder-friendly courtrooms, and NAELA’s upcoming revised aspirational standards.

Professor Flower’s email

Stetson Law School

Stetson’s Center for Excellence in Elder Law

Stetson’s LLM in Elder Law

2016 Special Needs Trust National Conference Info and Registration

The post TH011: Roberta Flowers – POAs and the “Real” Client appeared first on TrustChimp.

The Celebrated Deputy District Attorney of San Diego County, California, Paul Greenwood and Bob discuss financial exploitation and other crimes (including murder) against elders. In his 23 years of prosecuting crimes against seniors Paul has built up an impressive record of securing justice and sending criminals to prison. His passion for his vocation is evident; he has become a sought after speaker nationally and become a leading spokesman for new efforts in the criminal justice system to bring justice to often overlooked victims.

Paul is a delightful and animated Englishman, and you’ll enjoy this discussion between Paul and Bob.

Paul Greenwood’s direct line telephone number:  619-531-3464

Email Paul Greenwood

The post TH010: Paul Greenwood Seeks Justice For Elders appeared first on TrustChimp.

ElderCounsel CEO Valerie Peterson discusses her early career, how she met the challenge of teaching herself trusts and trust taxation, the importance of initiative in learning, and the necessity of taking care of yourself. As a leading expert on VA benefits issues, Valerie and Bob have an interesting discussion involving the future of VA benefits and trusts. Finally, Valerie gives her thoughts on a couple of troubling Massachusetts cases.

ElderCounsel

Valerie’s Personal Blog on cycling and nutrition: ketoadaptedcyclist.com

Valerie’s email

The post TH009: Valerie Peterson: Read the Statute! appeared first on TrustChimp.

Victoria and Bob chat about the importance of maintaining focus, of making an effort (ethically) of standing out, the difference between lawyers and attorneys, finding a niche, and finding a mentor. And, of course, no conversation with Victoria Collier would be complete without a discussion of VA benefits and where she sees things going with the proposed regulations and the future of Special Monthly Pension. This is a great discussion!

The Elder & Disability Law Firm of Victoria Collier, PC

Email Victoria

Lawyers With Purpose

The post TH008: Victoria Collier: Find a Niche, Get a Mentor appeared first on TrustChimp.

Have questions about trusts and basis issues? Hang on, because Bob and Alan discuss some of these near the end of a far-ranging and fascinating discussion. Alan Gassman is one of the country’s leading estate planning attorneys and has a wealth of technical knowledge. Perhaps of greater interest to listeners of The TrustHacker is Alan’s unique take on building a successful practice, connecting with clients, doing work for friends and family, and deciding whether you’re breaking rocks or building cathedrals. And, of course, the there are those basis issues . . . .

JEST Part 1 Article mentioned by Alan and Bob

Another JEST Article

Gassman, Crotty & Denicolo, PA

Thursday Report Archives and Signup

Email Alan

The post TH007: ALAN GASSMAN ON BUILDING CATHEDRALS appeared first on TrustChimp.

One of the planet’s most entrepreneurial elder law attorneys chats with Bob about how he got into elder law (at the very beginning), how he manages several businesses, the key to commanding top fees, and a knot of troublesome cases out of his backyard (Massachusetts). In this episode we hack . . . Harry Margolis!

Margolis & Bloom, Harry’s Boston elder and special needs law firm

ElderLawAnswers

Academy of Special Needs Planners

The Nadeau case (discussed by Harry and Bob)

The Daley case (also discussed by Harry and Bob)

The post TH006: Harry Margolis Shares the Secret to a Lucrative Practice appeared first on TrustChimp.

Bob and Vanessa Kanaga, a content developer at Interactive Legal, talk about moving from Kansas to Manhattan (not Kansas) and back to Kansas, what it is like to develop and create trusts for a living, and the key to a successful practice that goes beyond technical expertise.

InterActive Legal

Email Vanessa: [email protected]

The post TH005: Who Cares? Do You? appeared first on TrustChimp.

A past president of the National Academy of Elder Law Attorneys, Frank Johns has done just about everything an elder law attorney can do. Frank has been involved in countless committees in various capacities over the years, was a key player in the development of NAELA’s Aspirational Standards (and continues to be involved in a revision of those standards), and is a NAELA Fellow. Bob and Frank discuss the future of elder law, whether there are too many lawyers, Frank’s evolution into an elder law litigation attorney (a rare breed), and avoiding ethical minefields (including the always tricky question of who the client is).

Franks’ website:  www.nc-law.com

To book a consultation:  336-275-9567 (ask for Norma)

The post TH004: Who’s the Client? With Frank Johns appeared first on TrustChimp.