Not Just Lonely Words on a Page, but REAL People Making REAL Differences
Sally Chung, CFP, ChFC, JD, Elder Law Planning® subscriber, bestows a “basket of thanks” upon InterActive Legal’s Teresa Bush for outstanding assistance.
Yearly Archives
2018
Elder Law Planning for Subscribers Familiar with Wealth Transfer Planning
"Drafting Elder Law Documents in Elder Law Planning for Subscribers Familiar with Wealth Transfer Planning" - This webinar is recommended for all new users of Elder Law Planning Legacy version who are already familiar with Wealth Transfer…
Are You Already an Elder Lawyer? How Estate Planners may be Inadvertently (and Successfully)…
Some attorneys feel that Elder Law and Estate Planning are distinct disciplines, and that a focus on one or the other for each individual client is critical. Others are of the opinion that Elder Law is really just good Estate Planning.…
The Key to Continuous Referral Production
Tim debunks certain myths that may be holding you back from achieving a stream of referral business.
Getting Others to See Referrals For You
Build a referral network that powers your practice.
Elder Law Trusts – What to Use, When to Use & Why
Watch this video for a discussion of the different types of trusts unique to elder law and special needs planning and some guidance on which trust to use in each situation.
Wills vs. Revocable Trusts, Part 2
Part 2 discusses the potential advantages of using a Will, in comparison with the advantages of a Revocable Trust, and offers some tips for deciding which document is a better fit for your client.
Wills vs. Revocable Trusts, Part 1
Part 1 discusses the differences between the administration of an estate through probate of a Will, and the funding and administration of a Revocable Trust, and highlights some of the common advantages of a Revocable Trust.
Tips to Make Your Elder Law Cases Profitable
While you may have clients retaining your services, you may feel like the fees aren’t producing the profits you expect. Watch this video to learn ways in which you can make your cases and your practice more profitable.
Special Needs Planning
This video will briefly discuss special needs planning and advocacy as well as the creation and funding of special needs trusts.