A Sampling of Program Topics
Advanced, practical sessions built for experienced elder law attorneys looking to sharpen planning strategies and expand impact.
- Annuity Innovations in Medicaid Planning
- Taxes, the Big Beautiful Bill and Elder Law Planning
- Elder Law Ethical Conundrums
- “Sell” is not a four-letter word, practices to show your value proposition
- Mindset and Life Balance for the Special Needs and Elder Law Attorney
- Intersection between Estate Recovery and Creditor Claims
- White Board Discussions
REGISTER FOR OUR OPTIONAL PRE-PROGRAM SEMINARS
Optional Pre-Program Sessions
Thursday
9:00 – 12:30 PM
VA Benefits Accreditation Course: This course covers the necessary components of VA benefits to learn about programs, eligibility, planning and out-sourcing or handling an application. This program is approved to satisfy accreditation requirements. Brandon Arkin and Patrick Clifford are your presenters. Register Here!
1:15 PM – 4:45 PM
Nutshell Series: Long-Term Care Asset Protection Planning: In this fundamentals program, Scott Solkoff goes strategy by strategy through some of the top Medicaid asset protection tools, explaining the core of each strategy, providing the documents and reviewing the steps for use in your practice. Strategies covered include: Irrevocable Asset Protection Trusts, Annuities for Spousal Planning, Family Caregiver Agreements (Personal Service Contracts) (which he helped pioneer), Pooled Special Needs Trusts, and Qualified Spousal Special Needs Trusts (including wills-only and the Reverse-Pour over trust combo). Discussion will be had on state specificity. (NOTE: For those who have completed the 360° Elder Law Practice Builder Program, much of this presentation will be a review).
Upping Your Practice Conference Agenda
Friday
8:00 – 8:30 AM
Breakfast and Conversation: Meet with other attendees, speakers and exhibitors to kick off your day right with coffee, beverages and a light breakfast
8:30 AM – 9:00 AM
Introduction to the Upping Your Practice Program and Elder Law College Tools – Scott Solkoff: An essential introduction to how this program is structured and how to maximize the impact of this program on your practice. Who we are as an organization – embracing technology, collegial support, crowd-sourced and proprietary practice tools, life-work balance focused, ethical resolution of doing well by doing good. How this supplements and enhances membership in other organizations and does not replace them. Explaining member tools and inviting membership.
9:00 – 10:00 AM
Annuity Innovations in Medicaid Planning: Using Medicaid-friendly annuities for married couples has been a tried and true Medicaid asset protection strategy for decades. This session covers that planning strategy, but goes further into other annuity solutions for Medicaid planning.
10:00 – 10:30 AM
Break and Meet with Exhibitors
10:30 – 12 PM
“‘Sell’” is not a four-letter word: Demonstrating Your Value Proposition and Getting Retained for large-fee Long-Term Care Planning.”: This session focuses on how to “talk” about and “frame” your offerings to prospective clients and referral sources to achieve a higher closing rate with the right clients.
12 PM – 1:30 PM
Lunch on your own (dining options to be provided)?
1:30PM – 2:45 PM
Taxes, the Big Beautiful Bill and Elder Law Planning: Many aspects of Elder Law planning affect income, gift, capital gains and other tax matters. This program focuses on what the Special Needs and Elder Law Attorney needs to know without getting overly technical.
2:45 – 3:15 PM
Break and Visit with Exhibitors
3:15 – 4:15 PM
The Rise of the Death Doula – How to bring guidance for dying to your terminally ill clients and their families
4:15 – 5:15 PM
Elder Law Ethical Conundrums: Who is the Client and Avoiding Undue Influence: Led by both an Elder Law Attorney and an Estate Litigator, this program highlights common traps, ethical conundrums, avoiding malpractice and better ensuring your clients wishes are honored when children or others get involved in ethically compromising ways.
5:45 PM
Elder Law College Mingle Reception
Saturday
8 – 8:30 AM
Breakfast and Conversation: Meet with other attendees, speakers and exhibitors to kick off your day right with coffee, beverages and a light breakfast
8:30 – 9:30 AM
Mindset and Life Balance for the Special Needs and Elder Law Attorney: Led by a a well-known South Florida mindset and yoga teacher, this program recognizes the unique strains of being a Special Needs and Elder Law Attorney and gives us some tools to make our lives and practices better.
9:30 – 10:45 AM
Special Program TBA
10:45 – 11:15 AM
Break and Meet with Exhibitors
11:15 – 12 PM
Intersection between Estate Recovery and Creditor Claims
12 PM – 1:30 PM
Lunch on Your Own
1:30 PM – 2:45 PM
Marketing Panel and Open Discussion
2:45 – 3 PM
Break and Mingle with Exhibitors
3 PM – 5:30 PM
White Board Session: In this program favorite, attendees put concepts and questions on the white-board, and the topics are discussed in a facilitated, collaborative process.
6:00 – 8 PM
Dinner
Pricing Guide
Upping Your Practice Program (Member) ……… $1000
Upping Your Practice (Non-Member) …………… $1500
Pre-Program VA Benefits Accreditation
Course (Member) …………………………………….. $350
Pre-Program VA Benefits Accreditation
Course (Non-Member) ………………………………. $475
Pre-Program Nutshell Series: Long-Term Care
Asset Protection Planning (Member) …………… $350
Pre-Program Nutshell Series: Long-Term Care
Asset Protection Planning (Non-Member) …….. $475
