Podcasts about elder counsel

“I receive great personal and professional satisfaction from helping families achieve their objectives, protect their assets, and cope during times of family crisis. I am also proud of the fact that we have become one of the most respected Elder Law, Special Needs, and Estate Planning firms in the country. Every day offers me a new opportunity to use my experience and knowledge to help families during difficult times." In this episode of Hilary Topper on Air, Hilary interviews Marie Elena Puma, partner at the Russo Law Group, P.C. Learn how Marie Elena got her start, her areas of concentration, and why she loves working where she does now. About Marie Elena Puma Marie Elena is a Partner of Russo Law Group, P.C. The firm is located in Garden City, Islandia, and Lido Beach, NY. Marie Elena joined the firm in 1991. Her areas of practice include Trust and Estate Administration, Elder Law, Special Needs and Estate Planning, Guardianships, and Real Estate. Marie Elena is a member of the New York State, Nassau and Suffolk County Bar Associations, the Academy of Special Needs Planners, ElderCounsel, and has served as a member of the Executive Committee of the Elder Law Section of the New York State Bar Association (NYSBA) from 2004-2011. She is a former Co-Chair of the Legal Education Committee, former Chair of the Trusts and Estates Administration Committee, former Chair of the Estate Tax Planning Committee, and former Co-Chair of the Trusts and Estates Administration Committee for the New York State Bar Association's Elder Law Section. Marie Elena was also the Chair of the 2010 Annual Meeting for the New York State Bar Association's Elder Law Section. In addition, Marie Elena is a member of the National Academy of Elder Law Attorneys (NAELA). She was a former Chair of NAELA'S Member Relations/Membership Committee, a former Chair of NAELA'S Academic Committee, and continues to be actively involved with NAELA. She also moderates monthly Alzheimer's/Dementia Caregiver Support Groups through the Alzheimer's Disease Resource Center at the firm. In 2010, Marie Elena was nominated to the Board of Directors of NAELA National. She has also served as a member of the Board of Directors of the New York Chapter of NAELA. She earned her law degree at St. John's University School of Law and is admitted to the New York State Bar. About the Russo Law Group, P.C. The Russo Law Group has been serving the Long Island community for more than 35 years. They concentrate their practice on Elder Law, Estate Planning, Special Needs Planning, Trust and Estate Administration, and Real Estate Law. If you are looking for peace of mind, The Russo Law Group is here for you. Their asset protection plan and recommendations on elder law, special needs, and estate planning will protect you and your family. For more information about their services and areas of practice, check out this FREE Planning Guide. The Planning Guides offers information on some of the many Legal and Financial issues that families are facing. It will also provide you with some answers and show you how they can help. Please request their free planning guides and they will send them through email or regular mail or visit www.vjrussolaw.com for more information.

Renee Decker practices law as a trusted advisor to families, to help them stay out of court and out of conflict during the difficult time after an injury, death, or disability of a loved one. She enjoys cultivating relationships with her clients to help guide them through the often-confusing puzzle of financial and legal decisions that come with creating estate plans, seeing a loved one's assets through probate, or helping a loved one through guardianship to protect their financial, physical, and mental well-being. Her practice includes estate planning, special needs planning, probate and estate administration, guardianship, trust administration and business succession planning. Renee is a member of Wealth Counsel, Elder Counsel, and the Hillsborough County Bar Association. She is also a member of the Florida Bar Speaker's Bureau, through which she provides education to the public on the importance of estate and incapacity planning. Listen to this informative The Confident Retirement episode with Renee Decker about improving the estate planning process.   Here is what to expect on this week's show: What is special needs planning? Guiding clients through the process of probate. The true cost of not planning. The kids protection plan. What happens to digital accounts after death? Beneficiary designation education.   Connect with Renee: https://barthattorneys.com/our-team/attorneys/renee-decker-esq/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Stan Miller is the CEO of Pinnacle Legacy Law. Stan is passionate about the power of estate planning, and the positive difference it makes in the lives of Arkansas families. His trademark skill is the ability to listen, first. He then walks his clients through the development of a custom solution for their specific estate planning needs. His second trademark skill is the ability to explain your solution in simple understandable terms, you will know exactly what your plan does. Stan was an early pioneer in Living Trust planning in Arkansas- and at a time when most law firms were in favor of probating estates- a much more costly and time consuming alternative to Living Trusts. Since, he has established over 5,000 Living Trusts and helped protect more than $4.5 billion in assets. Those pioneering successes led him to emerge as a national leader in Estate Planning. Later, he helped found WealthCounsel, LLC, the leading provider of education and document-drafting software for Estate and Business Planning attorneys throughout the US. In 2008, he was instrumental in founding ElderCounsel, LLC, which is now the national leader in technology and education for Elder Law attorneys. He serves on the board of both companies. Stan's most recent book, Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations, landed on the International Best Seller list in April of this year. He is currently developing a podcast, “American Legacy”, a bi-monthly series of interviews with individuals making a positive impact on their family, their community, and the world. Stan is a sought after speaker for professional audiences, individuals, families, colleagues, and contemporaries around the US. Speaking on topics ranging from estate and business planning, to tax reform and family legacies. Stan previously served as an elected member of the Board of Directors for the City of Hot Springs, and as a member of the Board of St. Joseph's Regional Health Center- now CHI St. Vincent. He and his wife Patrice are the proud parents of two sons.   Listen to this insightful RIA episode with Stan Miller about his book, Your American Legacy. Here is what to expect on this week's show: - How estate planning is important whether you have a will or a living trust. - Why business owners must have estate and legacy plans in place. - How work ethic, grit, and commitment are needed to run a successful business. - Why it's important to preserve the stories when you struggled with your business. - How you want to transfer your generational wealth, not spend it.   Connect with Stan: Guest Contact Info Facebook https://www.facebook.com/youramericanlegacy Links Mentioned: https://stanmiller.com https://www.americanlegacynetwork.com/aln-home1 Learn more about your ad choices. Visit megaphone.fm/adchoices

Your American Legacy Stan Miller, Pinnacle Legacy Law   – The Sharkpreneur podcast with Seth Greene Episode 872 Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law. Stan is passionate about the power of estate planning, and the positive difference it makes in the lives of Arkansas families. His trademark skill is the ability to listen, first. He then walks his clients through the development of a custom solution for their specific estate planning needs. His second trademark skill is the ability to explain your solution in simple understandable terms, you will know exactly what your plan does. Stan was an early pioneer in Living Trust planning in Arkansas- and at a time when most law firms were in favor of probating estates- a much more costly and time consuming alternative to Living Trusts. Since, he has established over 5,000 Living Trusts and helped protect more than $4.5 billion in assets. Those pioneering successes led him to emerge as a national leader in Estate Planning. Later, he helped found WealthCounsel, LLC, the leading provider of education and document-drafting software for Estate and Business Planning attorneys throughout the US. In 2008, he was instrumental in founding ElderCounsel, LLC, which is now the national leader in technology and education for Elder Law attorneys. He serves on the board of both companies. Stan's most recent book, Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations, landed on the International Best Seller list in April of this year. He is currently developing a podcast, “American Legacy”, a bi-monthly series of interviews with individuals making a positive impact on their family, their community, and the world. Stan is a sought after speaker for professional audiences, individuals, families, colleagues, and contemporaries around the US. Speaking on topics ranging from estate and business planning, to tax reform and family legacies. Stan previously served as an elected member of the Board of Directors for the City of Hot Springs, and as a member of the Board of St. Joseph's Regional Health Center- now CHI St. Vincent. He and his wife Patrice are the proud parents of two sons.   Listen to this illuminating Sharkpreneur episode with Stan Miller about his book, Your American Legacy. Here are some of the beneficial topics covered on this week's show: - How estate planning is important whether you have a will or a living trust. - Why business owners must have estate and legacy plans in place. - How work ethic, grit, and commitment are needed to run a successful business. - Why it's important to preserve the stories when you struggled with your business. - How you want to transfer your generational wealth, not spend it.   Connect with Stan: Guest Contact Info Facebook facebook.com/youramericanlegacy Links Mentioned: stanmiller.com americanlegacynetwork.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode is dedicated to Dr. Fethke's father, Walter P. Fethke, in remembrance of the honorable struggle he underwent along with his loving family in the last years and days of his remarkable life.In Episode 30 of The Pursuit of Health Podcast, our host, Dr. Fethke, once again reaches across artificial boundaries to a colleague in the legal profession. His guest, Louis Pierro is an esteemed lawyer based in New York State with over 40 years experience in the field of Elder Law.  After attending college at Lehigh University and obtaining his law degree at Albany Law School, Mr. Pierro went on to become one of the pioneers in the field of Elder Law.  He shares his own personal motivations for shifting his focus from the court rooms to working with people to help make their lives better. With his colleagues, he founded Pierro, Connnor & Strauss, a law firm dedicated to estate planning and elder law. Over the years his team has extended their services beyond the New York Capital region to now encompass New York City, Florida, New Jersey and Massachusetts. Along the way he has joined policymakers and other stakeholders in addressing the issues of aging that have overwhelmed our nation and that we all will inevitably face. This has included his founding the Elder Counsel, a national membership organization of Elder Law and Special Needs law firms that supports the efforts of over 1400 firms amongst all 50 states.He also founded ApolloCare, LLC, a business venture that combines home-based Elder Care (EverHome Care Advisors) with high technology centered in peoples' homes (VivaLynx). During this episode, beginning with the mission set by President Lyndon B. Johnson in 1965, Mr. Pierro takes us through the history of America's struggle to provide humane and high quality care services for our senior citizens. He takes us through the many forms that this journey has assumed including a clear explanation of nursing home, assisted living and home-based care models. He pulls no punches in identifying the past and current hurdles that have hindered America's progress and left us with an overwhelmingly complex and often daunting  system to deal with the ever increasing issues facing a growing population of elderly.Despite the challenges, we are so fortunate that Mr. Pierro and his colleagues continue to fight the good fight and take an offensive approach to addressing Aging in America. Through regular education, advocacy and creative business models, they have clearly begun to break through the dark clouds and let some much needed light into this vital issue that involves us all. He stresses that the task at hand is too complex and important for any one profession to deal with. Any effective effort must be a team approach with the patient truly at the center and caretakers, including, but not exclusively involving, the physicians. He adds, “Hopefully, one household at a time, we will build a consensus that will change and improve the way we care for each other as we get older.”We look forward to your feedback and comments regarding this and any other episodes of The Pursuit of Health Podcast.  We look forward to inviting back guests such as Mr. Pierro to keep up with his progress. We can be reached at drfethkemd on Facebook, Instagram and Twitter, as well as our website at drfethkemd.com.Resources:Pierro, Connor & Strauss, LLC - www.pierrolaw.comEverCare - Everhomecareadvisors.comVivaLynx - Vivalynx.com

Steve Elville's work is centered in estate, special needs planning and elder law with special emphasis in the areas of tax planning and asset protection. Mr. Elville works with individuals and families to provide a unique attorney-client experience and peace of mind solutions to the challenges they face with estate, asset protection, and tax planning issues, and with disability and long-term care planning issues. Mr. Elville has extensive experience in working with clients involved in crisis situations. He also brings a unique and personalized approach to pre-crisis planning. Mr. Elville routinely handles client issues in the following areas: wills, trusts, estate tax planning, powers of attorney, living wills/advance medical directives, Medicaid asset protection trusts, Medicaid planning and qualification, estate administration, fiduciary representation, nursing home selection, guardianships, special needs planning for children and adults, Social Security Disability Income (SSDI), Supplemental Security, Income (SSI), and IRS tax controversy. Mr. Elville was named a Maryland Super Lawyer for 2015, and is a member of the National Association of Elder Law Attorneys (NAELA), Elder Counsel, Wealth Counsel, the Academy of Special Needs Planners, and the National Network of Estate Planning Attorneys. He is the past Chair of the Howard County Bar Association Estates & Trusts and Elder Law Sections and is the past President of the Coalition of Geriatric Services (COGS). Mr. Elville currently serves as a member of the Maryland State Bar Association Elder Law Section Council, and the Charitable Gift Planning Advisory Committee for Anne Arundel Medical Center (CGPAC). He also serves as Chair for Law Day Maryland. is the founder of HobbleJog Foundation, founder & CEO, Swan Consulting Group, and a  credentialed Executive and Physician Leadership Coach For more information you can visit www.biamd.org or call the free helpline at 1-800-221-6443. Disclaimer: This podcast is provided for informational purposes only and does not constitute endorsement of treatments, individuals, or programs which appear herein. Any external links on the website are provided for the visitor's convenience; once you click on any of these links you are leaving the BIAMD website. BIAMD has no control over and is not responsible for the nature, content, and availability of those sites. 

Getting married again after a divorce or the death of your spouse can have a lot of mixed emotions, one of which feels like a fresh start. But it's important to consider how joining your life with someone else may impact your future, especially your estate plan. So, what do people entering a second marriage need to know when it comes to planning for the future? About the Interview In this episode of Hilary Topper on Air, Hilary speaks with Deanna Eble, Partner of Russo Law Group, P.C., Long Island's Signature Elder Law, Special Needs, and Estate Planning Law Firm. Hear Deanna discuss the main factors people getting married for a second time need to know when planning for the future. Learn about a variety of estate planning for second marriages options including prenuptial agreements, inheritance, and more! About Deanna Eble Deanna is a Partner at Russo Law Group, P.C. of Garden City, Islandia, Lido Beach, and Manhattan, New York. She focuses on Elder Law, Estate Planning, Special Needs Planning, and Medicaid Planning, and has practiced in these areas for more than fifteen years. Deanna is a member of the New York State Bar Association, Nassau County Bar Association, Nassau County Women's Bar Association, Elder Counsel, and is admitted to the New York Bar. She earned her law degree at Hofstra University School of Law. Deanna frequently presents seminars on Elder Law and Estate Planning throughout Nassau and Suffolk counties. As an attorney, Deanna has helped hundreds of families with all levels of planning. She assists families interested in planning in advance for the possibility of incapacity, the need for long-term care, and estate planning for second marriages. She also helps families in crisis situations—when they have been told that a loved one must enter a nursing home soon or has already been placed in one, and they need to obtain assistance from Medicaid quickly. About the Russo Law Group Russo Law Group, P.C. is dedicated to providing peace of mind to you and your family. Their team of elder law attorneys, estate planning attorneys and special needs (disability) attorneys have experience in helping people with their problems. They promise to answer any question with a straight answer. Once they meet with you, they will be able to assist you. For more information about Deanna, estate planning for second marriages, and the Russo Law Group visit https://www.vjrussolaw.com/.

Writing for your Legacy – Publish. Promote. Profit. with Rob Kosberg Episode 016 Stan Miller Stan Miller is a principal in Stan Miller Law Group—a law firm with offices in Little Rock, Arkansas. Stan is passionate about the power of estate planning, and the positive difference it makes in the lives of Arkansas families. His trademark skill is the ability to listen, first. He then walks his clients through the development of a custom solution for their specific estate planning needs. His second trademark skill is the ability to explain your solution in simple understandable terms, you will know exactly what your plan does. Stan was an early pioneer in Living Trust planning in Arkansas- and at a time when most law firms were in favor of probating estates- a much more costly and time-consuming alternative to Living Trusts. Since, he has established over 5,000 Living Trusts and helped protect more than $4.5 billion in assets. Those pioneering successes led him to emerge as a national leader in Estate Planning. Later, he helped found WealthCounsel, LLC, the leading provider of education and document-drafting software for Estate and Business Planning attorneys throughout the US. In 2008, he was instrumental in founding ElderCounsel, LLC, which is now the national leader in technology and education for Elder Law attorneys. He serves on the board of both companies. Stan's most recent book, Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations, landed on the International Best Seller list in April of this year. He is currently developing a podcast, “American Legacy”, a bi-monthly series of interviews with individuals making a positive impact on their family, their community, and the world. Stan is a sought-after speaker for professional audiences, individuals, families, colleagues, and contemporaries around the US. Speaking on topics ranging from estate and business planning, to tax reform and family legacies. Stan previously served as an elected member of the Board of Directors for the City of Hot Springs, and as a member of the Board of St. Joseph's Regional Health Center- now CHI St. Vincent. He and his wife Patrice are the proud parents of two sons. Listen to this informative Publish Promote Profit episode with Stan Miller about writing for your legacy. Here are some of the beneficial topics covered on this week's show: How writing a book is a terrific way to get attention and stand out in your field. Why a book can be a fantastic way to introduce yourself to new clients.  How an estate planning book can help people learn to plan for their legacy.  Why books are a great way to build relationships with other businesspeople. How a book can help confirm the trust your clients have in you. Connect with Stan: Links Mentioned: stanmillerlaw.com standmiller.com wealthcounsel.com estateplanning.com Guest Contact Info: Twitter @wealthcounsel Facebook facebook.com/WealthCounsel Connect with Rob: Website bestsellerpublishing.org Twitter @bspbooks Instagram @bspbooks Facebook facebook.com/bestsellerpub YouTube youtube.com/c/BestSellerPublishingOfficial Learn more about your ad choices. Visit megaphone.fm/adchoices

Competing in a triathlon is one of the most exciting feelings you'll ever get. But, as exhilarating as it is, there are risks involved. Triathlons can be extremely dangerous and it's important to plan ahead and be prepared in case of an emergency. Are you prepared for a triathlon emergency? In this week's episode Hilary Topper on Air, Hilary speaks with Deanne Eble, partner at the Russo Law Group, P.C. Deanna will discuss how triathletes can prepare for the unexpected and dangerous risks of the sport. She will offer estate planning advice including tips for what documents you should bring with you and best practices regarding health care proxies, power of attorney, living wills, a last will and testament, and more. About Deanne Eble Deanna is a Partner at Russo Law Group, P.C. of Garden City, Islandia, Lido Beach, and Manhattan, New York. She focuses on Elder Law, Estate Planning, Special Needs Planning, and Medicaid Planning, and has practiced in these areas for more than fifteen years. Deanna is a member of the New York State Bar Association, Nassau County Bar Association, Nassau County Women’s Bar Association, Elder Counsel, and is admitted to the New York Bar. She earned her law degree at Hofstra University School of Law. Deanna frequently presents seminars on Elder Law and Estate Planning throughout Nassau and Suffolk counties. While attending school, Deanna worked in a nursing home for almost ten years. The experience of working with the families and seeing the challenges presented in trying to care for a loved one inspired her to focus on Elder Law and related practice areas. “Caring for a loved one during an illness can be such a stressful time for everyone involved, and each individual handles that stress in a different way,” says Deanna. “The fact that I can be there for families during times like these, and provide sound legal counsel about how to pay for and provide the necessary care, is what motivates me every day. I take great satisfaction in helping families address their legal needs, so they can focus their energies on spending time with their loved ones.” As an attorney, Deanna has helped hundreds of families with all levels of planning. She assists families interested in planning in advance for the possibility of incapacity and the need for long-term care. She also helps families in crisis situations—when they have been told that a loved one must enter a nursing home soon or has already been placed in one, and they need to obtain assistance from Medicaid quickly. Deanna and her husband, Brandon, have been married since April 2001. They have two wonderful boys. Deanna was born on Long Island and now lives in Kings Park. Deanna enjoys baking and spending time with her family. About the Russo Law Group Russo Law Group, P.C. is dedicated to providing peace of mind to you and your family. Their team of elder law attorneys, estate planning attorneys, and special needs (disability) attorneys have experience in helping people with their problems. They promise to answer any question with a straight answer. Once they meet with you, they will be able to assist you. For more information about Vincent and the Russo Law Group visit https://www.vjrussolaw.com/.

Respect your elders! At a minimum, respect the advice of your elders. They have been around longer and have more wisdom and on average have better advice than your friends. In this chapter we see Rheoboam take leadership over Israel and start by rejecting the advice of the elder counsel and accept the advice of his friends who want him to respond harshly to his people. We talk again about servant leadership, what it is, and how Christ was the ultimate example of servant leadership.

A tenured attorney, Kevin Snyder earned his LL.M (Masters of Law) from the California Western School of Law; his JD (Juris Doctorate) from the University of Richmond School of Law, graduating with honors; and his B.A. (Bachelor of Arts) from Boston College, also graduating with honors (go Eagles!). Mr. Snyder is an active member of Wealth Counsel and Elder Counsel as well as the Trust & Estates and Elder Law sections of the Orange County Bar Association. He has also been published in the OC Lawyer magazine multiple times. Prior to opening Snyder Law, PC, Mr. Snyder worked in a variety of legal disciplines. One of which was as a public defender in Orange County. He has defended countless adults, juveniles, and veterans at all stages of criminal court proceedings. He also gained a unique experience working closely with veterans in the Veteran's Treatment Court. This experience prepared Kevin well for his Veteran Defense practice and the personalized care, attention, and diligence necessary in his role as a trusted estate advisor. Prior to attending law school, Kevin spent a year in the Jesuit Volunteer Corps where he was “ruined for life” and left with a lasting impression of how important it is to be a “man for others.” Kevin currently serves on the Board of Trustees for St. Joseph Hospital in Orange, the Holy Family Cathedral Finance Committee, and provides pro bono legal services through the Veterans Legal Institute. In This Particular Episode You Will Learn: Kevin's background and experience Overview of Veteran Courts Types of situations that veterans find themselves in Veterans reactions to their involvement in veteran courts Peer Support in Veteran Courts Developing an understanding of veteran culture Harnessing veteran motivation Female veterans in the criminal justice system Misdemeanor diversion courts --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/changeyourpov/message Support this podcast: https://anchor.fm/changeyourpov/support

What are estate taxes? Who pays them and how much? About the Interview On this episode of Hilary Topper on Air listen as Hilary speaks with Vincent J. Russo, Managing Partner of the Russo Law Group P.C. They will discuss estate taxes in New York State. Learn what estate taxes are, who pays for them, how much, and more. Vincent will also shed light on the estate tax cliff and how New Yorkers are moving out of New York to avoid taxes. In addition, discover ways to save on estate taxes and the best way to navigate them. About Vincent J. Russo, Esq. Vincent Russo is the managing shareholder of Russo Law Group, P.C. He has championed the rights of seniors and people with special needs since 1985. Vincent is a Founding Member, Fellow and Fifth President of the National Academy of Elder Law Attorneys and a Co-Founder of the Academy of Special Needs Planners and ElderCounsel, LLC. Vincent is the president of the United Cerebral Palsy of Nassau County Guardianship Corporation. He is also a Co-Founder of the Theresa Alessandra Russo Foundation (and the Theresa Academy of Performing Arts) established in memory of his daughter which helps children with special needs. Vincent Russo is admitted to the New York, Massachusetts, and Florida state bars and is the co-author of New York Elder Law and Special Needs Practice (Thomson Reuters). He is happily married to his beautiful wife, Susan. Together they have four children, Dante, Elizabeth, Theresa (1986 -1991), and Robert. In his spare time, Vincent Russo enjoys traveling and spending time with his grandchildren. He is also an avid Beatles fan and collects John Lennon lithographs. Contact Vincent Russo, Esq. at 516-683-1717 or via email at vincent@vjrussolaw.com About the Russo Law Group Russo Law Group, P.C. is dedicated to providing peace of mind to you and your family. Their team of elder law attorneys, estate planning attorneys, and special needs (disability) attorneys have experience in helping people with their problems. They promise to answer any question with a straight answer. Once they meet with you, they will be able to assist you. For more information about Vincent and the Russo Law Group visit https://www.vjrussolaw.com/.

COVID-19 has dramatically changed the way we live. Now more than ever, we need to hope for the best, but be prepared for the worst. That’s why it’s crucial to take the right legal steps to protect yourself to avoid a legal crisis during COVID-19 should you or your loved one get sick. About the Interview In this episode of Hilary Topper on Air, Hilary speaks with Vincent J. Russo, the Managing Shareholder of Russo Law Group, P.C., Long Island’s Signature Elder Law, Special Needs and Estate Planning Law Firm. VIncent will discuss the importance of protecting yourself legally should you fall sick during the COVID-19 pandemic. He will touch upon advance directives, Medicaid home care, remote services, and crucial legal documents every family needs to have right now. About Vincent J. Russo, Esq. Vincent Russo is the managing shareholder of Russo Law Group, P.C. He has championed the rights of seniors and people with special needs since 1985. Vincent is a Founding Member, Fellow and Fifth President of the National Academy of Elder Law Attorneys and a Co-Founder of the Academy of Special Needs Planners and ElderCounsel, LLC. Vincent is the president of the United Cerebral Palsy of Nassau County Guardianship Corporation. He is also a Co-Founder of the Theresa Alessandra Russo Foundation (and the Theresa Academy of Performing Arts) established in memory of his daughter which helps children with special needs. Vincent Russo is admitted to the New York, Massachusetts, and Florida state bars and is the co-author of New York Elder Law and Special Needs Practice (Thomson Reuters). He is happily married to his beautiful wife, Susan. Together they have four children, Dante, Elizabeth, Theresa (1986 -1991), and Robert. In his spare time, Vincent Russo enjoys traveling and spending time with his grandchildren. He is also an avid Beatles fan and collects John Lennon lithographs. Contact Vincent Russo, Esq. at 516-683-1717 or via email at vincent@vjrussolaw.com About the Russo Law Group Russo Law Group, P.C. is dedicated to providing peace of mind to you and your family. Their team of elder law attorneys, estate planning attorneys, and special needs (disability) attorneys have experience in helping people with their problems. They promise to answer any question with a straight answer. Once they meet with you, they will be able to assist you. For more information about Vincent and the Russo Law Group visit https://www.vjrussolaw.com/.

If you prepare a list for triathlon races, or for any other race for that matter, then you may consider listening to my interview with Deanna Eble, partner of The Russo Law Group in Garden City. About the Interview: Deanna's husband is an Ironman triathlete. He participates in numerous races every year. Each year, while Deanna sits on the sidelines watching, she consistently notices that someone gets hurt. She's even been to events were some had passed away. During this interview of Hilary Topper on Air, Deanna discusses the other documents you need to compete in a run, swim, cycle event, or triathlon. These documents include health care proxies, trusts, wills, and more. About Deanna Eble Deanna is a Partner at Russo Law Group, P.C. of Garden City, Islandia, Lido Beach, and Manhattan, New York. She focuses on Elder Law, Estate Planning, Special Needs Planning, and Medicaid Planning, and has practiced in these areas for more than fifteen years. Deanna is a member of the New York State Bar Association, Nassau County Bar Association, Nassau County Women’s Bar Association, Elder Counsel, and is admitted to the New York Bar. She earned her law degree at Hofstra University School of Law. Deanna frequently presents seminars on Elder Law and Estate Planning throughout Nassau and Suffolk counties. While attending school, Deanna worked in a nursing home for almost ten years. The experience of working with the families and seeing the challenges presented in trying to care for a loved one inspired her to focus on Elder Law and related practice areas. “Caring for a loved one during an illness can be such a stressful time for everyone involved, and each individual handles that stress in a different way,” says Deanna. “The fact that I can be there for families during times like these, and provide sound legal counsel about how to pay for and provide the necessary care, is what motivates me every day. I take great satisfaction in helping families address their legal needs, so they can focus their energies on spending time with their loved ones.” As an attorney, Deanna has helped hundreds of families with all levels of planning. She assists families interested in planning in advance for the possibility of incapacity and the need for long-term care. She also helps families in crisis situations—when they have been told that a loved one must enter a nursing home soon or has already been placed in one, and they need to obtain assistance from Medicaid quickly. Deanna and her husband, Brandon, have been married since April 2001. They have two wonderful boys. Deanna was born on Long Island and now lives in Kings Park. Deanna enjoys baking and spending time with her family.

Drafting a Special Needs Trust is only the foundation of sound planning. On that foundation are additional documents and steps to take. In this episode we discuss two. First, the memorandum of intent which gives direction on wishes and day to day care.  This episode covers what to put in the memo of intent, ensuring it is easy to find, being bold yet discreet in wishes that others may not like, and why you should not store it in your safe at home. The second consideration discussed is the importance of funding the trust via retitling to avoid probate. Show notes for this episode are at https://www.lomah.org/podcastseason4/104 Find Kim on instagram as journey2lomah About the Guest Michele P. (Fuller) Urbatsch is the founder of Michigan Law Center, P.L.L.C, and President of Advocacy, Inc., a non-profit organization. Her law practice focuses on advocacy, protection, and asset preservation for persons with disabilities, including working in the following areas of law: elder law, special needs planning, special needs trust administration, and settlement planning. Michele was recently appointed Special Assistant Attorney General to assist in settlement planning for the Flint Water cases. She is the former Chair of the Elder Law and Disability Rights Section (ELDRS) of the State Bar of Michigan and has leadership positions in several national organizations: Advisory Board Member of the Academy of Special Needs Planners (ASNP) and Michigan Chapter of NAELA Board of Directors. She is also active in the National Academy of Elder Law Attorneys (NAELA), the Michigan Association for Justice, and a regular contributor for the Institute for Continuing Legal Education (ICLE).  Michele is honored to have received the 2018 State Bar of Michigan Unsung Hero Award, given annually to an attorney demonstrating dedication in their practice for the betterment of others. She has also been nominated to the Super Lawyers list for the last several years. Other awards she has received include: American Institute of Legal Counsel 10 Best Elder Law Attorneys 2016-2019, and Distinguished Lawyers 2016-2019 by The Expert Network, given to the top 3% of attorneys in the nation. She was also named the Women-in-Law Elder Law and Special Needs Planning Attorney of the Year by Lawyer’s Monthly Magazine in 2016. Parenting Magazine also named Michele the Top Special Needs Child Advocate in 2013.   Michele and her award-winning special needs attorney and spouse, Kevin Urbatsch, frequently write together. Their publications include: Administering the Michigan Special Needs Trust; the 2nd and 3rd editions of Administering the California Special Needs Trust;and Special Needs Trusts: Protect Your Child’s Financial Future, 6th and 7th Editions, NOLO Press. She is also the author of Saving Grace, an elder law client’s experience, and Finding Peace: a guide for caregivers, to be published in 2020. Michele and Kevin have also co-authored several nationally published articles, including Traps for the Unwary During Special Needs Trust Administration, in Estates and Trusts Magazine, the Future of Planning for Persons with Disabilities which was published in the Fall 2013 edition of the NAELA Journal, and Pooled Trusts: An Approach to Special Needs Planning for Families of Modest Means, published in the May-June 2013 edition of BiFocal, a Journal of the ABA Commission on Law and Aging. Michele has also contributed to Michigan Bar Journal, Planning for a Person with Disabilities, Considerations when Settling a Lawsuit for an Individual Lacking Capacity or a Minor, and Divorce and Disability: Identifying and Resolving the Unique Issues of a Spouse with Disabilities. In addition to the Michigan State Bar Journal, Michele has contributed to the MAJ Journal, Elder Law Answers, NAELA news, and other publications.  Michele is a frequent presenter for various national and statewide organizations such as ElderCounsel, MassMutual, the American Bar Association, American Association for Justice, Michigan Association for Justice, the Institute of Continuing Legal Education, Michigan Brain Injury Association of Michigan and the Michigan Guardianship Association, among others. She is of council for several non-profit organizations, national and statewide, which administers pooled special needs trusts.   Michele graduated with Honors as a member of the James Madison College at Michigan State University with a Bachelor of Arts in International Relations. Michele then attended American University International Law Masters program and obtained her Juris Doctor from the University of Detroit Mercy School of Law.  

Have you ever been concerned about an aging parent who seems to be making “bad” decisions? Or, have you thought about who will look after your children should something tragic happen? These are difficult scenarios to think about, but guardianships can offer peace of mind. In this episode of Hilary Topper On Air, Hilary interviews Eric Einhart, Partner of Russo Law Group, P.C., Long Island’s Signature Elder Law, Special Needs, and Estate Planning Law Firm. About Eric Eric focuses on the areas of Elder Law, Special Needs, and Estate Planning, Trust and Estate Administration, Guardianship, and Real Estate. He is a member of the New York State Bar Association, the New York County Lawyers Association, the American Bar Association and the Nassau County Bar Association. Eric is admitted to the New York and New Jersey Bars. He is also a member of ElderCounsel and the National Academy of Elder Law Attorneys (NAELA), where he serves on the Programs and Publications committee, he is the Vice-Chair of the Tax Section, and he is Editor-in-chief of the NAELA News. Eric is a sought-after writer and speaker. He has written articles and blog posts for the NAELA News, Nassau Lawyer, National Academy of Elder Law Attorneys Tax Section Blog, MassMutual Special Care Planners, The Student Appeal, and the VJRussoLaw Blog. Eric has also presented numerous seminars on Elder Law and Trust and Estate Administration to a national audience and locally in Nassau, Suffolk, and Queens Counties to both consumers and professionals. About the Interview In a society that deeply values the notion of independence and personal autonomy, there are many legal issues related to independence and personal autonomy that arise when a person loses capacity. Depending on whether the appropriate legal planning is already in place, the loss of capacity may result in the need for a court-appointed guardian. Eric will discuss the topic of Guardianships and answer common questions such as: What is a guardianship? When is it needed? What does a Guardian do? What is the process to be appointed Guardian? Who can be appointed guardian? What are the costs involved? What can be done to avoid a guardianship? About Russo Law Group, P.C. The Russo Law Group is comprised of a team of elder law attorneys, estate planning attorneys, and special needs (disability) attorneys have represented the elderly and persons with special needs/disabilities and their families since 1985. In most professional occupations there is no replacement for experience. At Russo Law Group, P.C., our caring and compassionate staff have been involved in literally thousands of cases. Our experience is your protection. To contact Eric or learn more about Russo Law Group, visit https://www.vjrussolaw.com.

Chris Dumm is a counselor-at-law with his practice focused on estate planning, elder law, business and tax planning, and wealth protection. Chris walks us through how he has streamlined his client engagement process and increased client conversion rates.   Steps to Streamlining Your Client Engagement Process Use technology like iPads and Surface Tablets to make it easy for clients to sign engagements while you are sitting with them Create a simple deck sheet that can be easily modified to cover a variety of client engagements Ask for bank routing numbers so you can set up Automatic Clearing House Debits (ACH) to process client payments rather than credit cards to process payments Send documents electronically to your staff   The Team Approach to Client Management Make a list of tasks that can be done by other team members billing at a lower rate Lay the groundwork with your client that you use a team approach The attorney should introduce the team member and make the handoff to the person handling the funding or drafting Set the tone and manage expectations when you make the introduction of the new team member Communicate to the client why you are bringing in a team member to handle specific tasks so they aren’t wondering why you’re leaving   Customizing Fee Agreements Focus on customizing your deck page Put the standard legalese stuff behind the deck page Set the document up so it can be signed electronically   Using a Client Care Program to Drive Year-Round Engagement Reward clients for paying monthly because it helps level out cash flow By moving to a monthly auto-draft model, client care program revenue is up 25% over last year Use workshops to plant the seed of why you need to be on the client maintenance program.   About Chris Dumm Chris Dumm is a counselor-at-law with his practice focused on estate planning, elder law, business and tax planning, and wealth protection. He received his B.S. degree in Business Administration at the University of Missouri-Columbia after completing a double major in Finance and Economics. Chris earned his Juris Doctorate (J.D.) from Regent University School of Law in Virginia Beach, VA in 1994. His bar memberships include Missouri, Kansas, Arkansas, Texas, and Virginia. He is a founding member of the Midwest Estate and Financial Planning Institute and is also a member of Wealth Counsel, Elder Counsel and the Planners Educational Alliance. He is an active participant in the Missouri-Kansas Forum of Estate Planning Attorneys, the Southwest Missouri Estate Planning Council, and the Planned Giving Council of the Four States. Chris is an adjunct professor at Missouri Southern State University and a frequent lecturer at educational events for attorneys, accountants, and other professionals. He is called on to speak about estate, elder law, business & tax planning, business succession, retirement planning, planned charitable giving strategies, and family-wealth protection for the general public, as well as insurance, financial, accounting and the legal profession.   Links and Resources https://protectingwealth.com/ Hiring & Empowering Solutions on Facebook www.hiringandempowering.com https://www.linkedin.com/in/molly-hall

For the entire transcript visit: Greg McIntyre of McIntyre Elder Law and Jim Blake of Bambiz Marketing talk about:* Starting an elder law practice.* How to overcome obstacles you will face as your practice grows.* The value hosting educational seminars / workshops brings your community & your practice.* How to make the most out of the seminars you host.* The value of being "real" and relating to your clients on a personal level. * What is a 'RockStar Lawyer'? How can you become one?Partial Transcript:- All right, welcome back to another one of our Expert Interview sessions with Bambiz. Today we've got Greg McIntyre of McIntyre Elder Law. He's got a couple of different locations in the Charlotte, North Carolina area. Welcome to the Expert Interview, Greg.- Charlotte metro area, I'm metro, let's go. Thanks, man, I appreciate that.- Awesome. Well, give us a little bit of an overview of your practice.- I'm an Elder Law attorney with McIntyre Elder Law and I'm one of our attorneys. Our practice has multiple offices in the Charlotte metro area and we're very big into elder counsel, love elder counsel. I'm a huge believer in systems and processes and being able to provide next level services. What does that mean? I mean really great services, fix any problems, provide great Estate Planning and Elder Law services to our clients in a timely manner. Companies like Krause Financial, Elder Counsel, Bambiz Marketing help us put in place systems because I'm one guy. I am one person with like, maybe, so much time at work. I was going to say eight hours in a day but that's a joke. With 12-13 hours in a workday, no, with 24 hours a day, right, and I've got sleep eight of them, spending a little, some time with my family, and not feel too guilty that I'm neglecting my kids, my wife, too much. Then it goes back and forth. Or not feel guilty that I'm neglecting my practice too much. So that's always the juggle and the struggle but with our Elder Law practice, we have, Elder Law to me, we have three departments. We have Estate Planning, which I call pre-planning, because with Elder Law, you're always looking at the long-term care piece and that's a big issue. A little different from traditional Estate Planning with someone in their 30s, early 40s, with two kids. That's the easy stuff. Then there's probate, which is when someone passes away. It's probably our busiest department, even though we tell people how to avoid probate all the time they don't listen. So we continue to service them and we want to do that, provide great services there when they're in need. We also do probate litigation in that department and guardianships in that department. I like to get in court and do those things, our attorneys do, we have attorneys who go to court and do those. Then we have Medicaid crisis planning and veterans benefits planning, which is a really, really, I think that's where we have the most fun, which is planning to save assets that maybe other attorneys and street lawyers they talk to, their friends tell them, social workers tell them, you just have to spend every dime that you've ever earned down on care. There's many, many other ways to go with it. I thoroughly enjoy what I do, I love it, it's my passion and I hope it shows.- Yeah. Well, one of the things that I remember you telling me, we actually met together at one of, a business growth conference at the beginning of the year and you were kind of telling me your story about how you kind of got into practicing law. If you could, just briefly kind of give us the short version of that because it's a pretty good story.- Yeah, so, I mean, it's the cheesiest story ever, man. I mean, literally...For the entire transcript visit: lawyergreg.com

On this week's episode of the 10 Minute Law Firm Podcast, Larry Port talks with attorney and entrepreneur Valerie Peterson. Valerie is the CEO of ElderCounsel, a membership organization that offers education, training, and support to help nurture and grow a successful elder law practice. Take a listen as Valerie talks about ElderCounsel's services and her… Read More »Ep 85: Valerie Peterson and ElderCounsel The post Ep 85: Valerie Peterson and ElderCounsel appeared first on Rocket Matter.

For the baby boomers, there are many concerns from being a caregiver for their parents to planning for their own retirement. How do seniors access quality long-term care and how can they afford it? How can the Medicaid program help? What planning should be done in advance of a crisis to avoid or minimize the loss of assets and more importantly, the loss of dignity? In this episode of Hilary Topper On Air, Hilary interviews Vincent J. Russo, Managing Shareholder of Russo Law Group, P.C., Long Island’s signature elder law, special needs and estate planning law firm. Vincent's Background Vincent is a Founding Member, Fellow and Fifth President of the National Academy of Elder Law Attorneys (NAELA) and is a Founding Member and First President of the New York Chapter of NAELA. Additionally, he is the only NAELA member to receive the prestigious President’s Award twice and is also a member of the invitation only, NAELA Council of Advanced Practitioners (CAP). He is a Trustee and was the Founding Chair of the NAELA Foundation. Vincent is a certified elder law attorney by the National Elder Law Foundation. He is a Founding Member and Past Chair of the Elder Law Section and Co-Chair of the Special Needs Section of the New York State Bar Association (NYSBA). Vincent is a Co-Founder of the Academy of Special Needs Planners and Past Board Member and President of the Guardianship Corporation of Cerebral Palsy of Nassau County. He is also Co-Founder and Chairman of the Board of ElderCounsel, LLC. Vincent is a Co-Founder of the Theresa Alessandra Russo Foundation and the Theresa Academy of Performing Arts for Children with Special Needs, which were established in memory of his daughter, Theresa. He also created and co-hosts Family Comes First, a television on cable TV, which has won Three Telly Awards. He is admitted to the New York, Massachusetts and Florida State bars and is the co-author of New York Elder Law and Special Needs Practice (Thomson Reuters). Vincent is a nationally recognized speaker and noted authority on Elder Law, Special Needs and Estate Planning. His distinction in Elder Law, Special Needs and Estate Planning has made him one of the most prominent attorneys in his field. About Interview Vincent will discuss how to take care of a parent at home and afford the care the parent needs. Learn how to avoid losing your life savings in a nursing home. Vincent will also talk about how to plan for retirement and protect your retirement funds for your next generation. Also hear about Vincent's television show, Family Comes First, on the Catholic Faith Network and the Theresa Alessandra Russo Foundation, a nonprofit serving children with special needs. About Russo Law Group, P.C. Russo Law Group, P.C. is comprised of a team of elder law attorneys, estate planning attorneys, and special needs (disability) attorneys have represented the elderly and persons with special needs/disabilities and their families since 1985. In most professional occupations there is no replacement for knowledge and experience. At Russo Law Group, P.C., their caring and compassionate staff has been involved in literally thousands of cases. The firm’s experience is your protection. To contact Vincent or learn more about Russo Law Group visit https://www.vjrussolaw.com.

On today's episode, John talks Holland McBurns of Evergreen Elder Law about how they help seniors, veteran's and their surviving spouses for long-term care without going broke. Holland and her collegues emphasize protecting assets of their clients while qualifying for Medicaid or Veteran's benefits. She also shared their goal to help seniors put a flexible, thoughtful plan in place that protects as much of their estate as possible. They always knew that seniors worked hard to build up their estate and understand how hard it is to just let it go to pay for long-term care. Evergreen Elder Law's team is dedicated to these particular issues affecting seniors and senior veteran's. Attorney Holland McBurns began her career in law to give back to her community and help those in need. She grew up in Spokane, earned a BA, Cum Laude, in Women's Issues from the University of Washington, and a Juris Doctorate, Cum Laude, from Gonzaga School of Law. With her husband, she is now raising three girls in Spokane, along with their two dogs, and three chickens. Holland opened her firm in 2000 with the goal of providing clients exceptional services using a holistic and team centered approach. She and the staff at Evergreen Elder Law provide pre-planning and crisis planning for Medicaid and long-term care, special needs planning, estate planning, estate administration, and guardianships. To give back to her community and help people better understand their options, she has authored a book on elder law and estate planning in Washington State. She plans to disseminate them free to the elderly community in the hopes that they will help people as they consider their long-term care and estate planning goals. Holland has earned many awards for her exceptional work in the Spokane area including the 2017 Top Lawyers featured in Spokane Coeur d' Alene Living, the 2016-2017 10 Best Attorneys by American Institute of Legal Counsel, the 2016 Client Satisfaction Award from The American Institute of Legal Counsel, and the 2004, VLP award for legal representation of indigent clients. She is certified with the Veterans Administration to practice in issues affecting senior veterans, and is a member of the Washington State Bar Association, the Spokane County Bar Association, the National Association for Elder Law Attorneys, the Washington Association for Elder Law Attorneys, the Elder Counsel, and the National Business Institute. Learn more about Ever Green Elder Law here, https://evergreenelderlaw.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Summary: A tenured attorney, Kevin Snyder earned his LL.M (Masters of Law) from the California Western School of Law; his JD (Juris Doctorate) from the University of Richmond School of Law, graduating with honors; and his B.A. (Bachelor of Arts) from Boston College, also graduating with honors (go Eagles!). Mr. Snyder is an active member of Wealth Counsel and Elder Counsel as well as the Trust & Estates and Elder Law sections of the Orange County Bar Association.  He has also been published in the OC Lawyer magazine multiple times. Prior to opening Snyder Law, PC, Mr. Snyder worked in a variety of legal disciplines. One of which was as a public defender in Orange County.  He has defended countless adults, juveniles, and veterans at all stages criminal court proceedings. He also gained a unique experience working closely with veterans in the Veteran’s Treatment Court. This experience prepared Kevin well for his Veteran Defense practice and the personalized care, attention, and diligence necessary in his role as a trusted estate advisor. Prior to attending law school, Kevin spent a year in the Jesuit Volunteer Corps where he was “ruined for life” and left with a lasting impression of how important it is to be a “man for others.” Kevin currently serves on the Board of Trustees for St. Joseph Hospital in Orange, the Holy Family Cathedral Finance Committee, and provides pro bono legal services through the Veterans Legal Institute. In This Particular Episode You Will Learn: Kevin's background and experience Overview of Veteran Courts Types of situations that veterans find themselves in  Veterans reactions to their involvement in veteran courts Peer Support in Veteran Courts Developing an understanding of veteran culture Harnessing veteran motivation Female veterans in the criminal justice system Misdemeanor diversion courts Links Mentioned in This Episode: Justice for Vets Website Veteran Courts on the Head Space and Timing Blog Kevin's Web Site Snyder Law Contact Number: (949) 333-3702 You can be sure to find future episodes of Head Space and Timing, and all of the CYPOV Podcast Network Shows, by subscribing through your Podcast player of choice, like iTunes. Using an app makes subscribing and listening to podcasts (both ours and others) so much simpler. Just subscribe to Change Your POV Podcast within your app and it will automatically update every time a new episode is released. Do you want to check out Duane's latest book, Combat Vet Don't Mean Crazy? Check it out by finding it on Amazon 

Summary: A tenured attorney, Kevin Snyder earned his LL.M (Masters of Law) from the California Western School of Law; his JD (Juris Doctorate) from the University of Richmond School of Law, graduating with honors; and his B.A. (Bachelor of Arts) from Boston College, also graduating with honors (go Eagles!). Mr. Snyder is an active member of Wealth Counsel and Elder Counsel as well as the Trust & Estates and Elder Law sections of the Orange County Bar Association.  He has also been published in the OC Lawyer magazine multiple times. Prior to opening Snyder Law, PC, Mr. Snyder worked in a variety of legal disciplines. One of which was as a public defender in Orange County.  He has defended countless adults, juveniles, and veterans at all stages criminal court proceedings. He also gained a unique experience working closely with veterans in the Veteran’s Treatment Court. This experience prepared Kevin well for his Veteran Defense practice and the personalized care, attention, and diligence necessary in his role as a trusted estate advisor. Prior to attending law school, Kevin spent a year in the Jesuit Volunteer Corps where he was “ruined for life” and left with a lasting impression of how important it is to be a “man for others.” Kevin currently serves on the Board of Trustees for St. Joseph Hospital in Orange, the Holy Family Cathedral Finance Committee, and provides pro bono legal services through the Veterans Legal Institute. In This Particular Episode You Will Learn: Kevin's background and experience Overview of Veteran Courts Types of situations that veterans find themselves in  Veterans reactions to their involvement in veteran courts Peer Support in Veteran Courts Developing an understanding of veteran culture Harnessing veteran motivation Female veterans in the criminal justice system Misdemeanor diversion courts Links Mentioned in This Episode: Justice for Vets Website Veteran Courts on the Head Space and Timing Blog Kevin's Web Site Snyder Law Contact Number: (949) 333-3702 You can be sure to find future episodes of Head Space and Timing, and all of the CYPOV Podcast Network Shows, by subscribing through your Podcast player of choice, like iTunes. Using an app makes subscribing and listening to podcasts (both ours and others) so much simpler. Just subscribe to Change Your POV Podcast within your app and it will automatically update every time a new episode is released. Do you want to check out Duane's latest book, Combat Vet Don't Mean Crazy? Check it out by finding it on Amazon 

New 2018 Tax Law: What are the changes in the new tax law this year? How do they and your family? Accountant Robby Reynolds is here with us today to discuss some of the changes. . . . #ElderLawReport #estateplanning #assetprotection #assetpreservation #elderlaw #savingthefarm #hometownheroes

During Estate Planning Awareness Week 2017, Insight Briefs takes a look at a niche market opportunity that every estate planning attorney should know about. Elder law presents an invaluable opportunity to meet the needs of aging clients and puts meaningful plans in place to serve this growing and underserved market. This practice area can be both personally rewarding in its ability to positively impact families and professionally rewarding in growing your client base. Listen as Valerie Peterson, JD and Chief Executive Officer of ElderCounsel, and host Patrick Carlson, JD, LLM, discuss the unknowns of and misconceptions about elder law and how you can incorporate elder law into your practice.

Valerie Peterson is the CEO of ElderCounsel, a national organization that provides education, support and a document drafting system for elder law, special needs planning  and veterans benefits planning attorneys across the country. Valerie Peterson has been with ElderCounsel since its beginning in January 2008, first serving as Education Director and Member Liaison, then Executive Director and now  CEO. Prior to joining ElderCounsel, Valerie was a practicing elder law attorney in Ft. Lauderdale and Miami, Florida as the owner of Peterson Law Office, P.A. In her role as ElderCounsel’s CEO, Valerie also sets the curriculum for ElderCounsel’s education conferences and serves as instructor in several courses, including the Elder Law Immersion and Practice Building Camp and the VA Pension Planning Immersion Camp. Valerie has also taught for NAELA, the Academy of Veterans Pension Planners (AVAPP), and for various state bar associations on topics pertaining to Elder Law, Special Needs Planning and Veterans Benefits. As an adjunct professor for Stetson University Law School, Valerie teaches the Veterans Benefits course to Elder Law LL.M. students. She is accredited by the Veterans Administration to assist veterans with claims, and is a member of National Academy of Elder Law Attorneys and the Academy of VA Pension Planners.

Coming to you from Tampa, Florida at a National Elder Law Boot Camp Seminar with Attorney Mario Correa from Chicago, Illinois. Mario and I discuss why it is extremely important for you to choose the correct attorney for your planning needs. Education and resources can make a huge difference. Don't dabble... Be "All In!"

Part Five of the 5 Things Adult Children of Aging Parents Need to Know Now -- The Pre-Planning Options That Your Aging Parent Needed Yesterday –This topic somewhat revisits the concept that “basic estate planning isn't enough” but also addresses the specific types of advanced planning that can make a difference in protecting assets and the ones you love. The real point of pre-planning is to MAXIMIZE options and gain maximum control of yourself, your family, and your life. When people wait until a crisis, the result is that there are fewer options; therefore, less control! Part 1: (Episode 15): The Cost of Long Term Care is Rising (And Why It Matters to You) Audrey gives some facts and figures about how many people this affects, and how expensive it really is. You may be shocked to learn these details! We also put this into a practical perspective for adult children, so you can see how it relates to you and your parents. Part 2 (Episode 16): Basic Estate Planning Isn't Enough (Wills, Revocable Living Trusts, and Your Garden-Variety Powers of Attorney Just Aren't Going to Cut It) Audrey and I discuss the fact that people THINK they've “gotten it all taken care of” – this episode explores the reasons why this is a dangerous assumption and some of the things you should do about it. Part 3 (Episode 17): Options for Long Term Care What is long-term care? How do we plan for our parents' needs as they age - what are our options? In this episode, Audrey and I discuss the many different types of long-term care and how to access them. Part 4 (Episode 18): The Legal Responsibilities An Adult Child May Be Asked To Take On For An Aging Parent (Understand What You Are Getting Into!) In this episode, Audrey Ehrhardt of ElderCounsel and I talk about the different types of scenarios that make legal decision making necessary for an adult child; how having proper documents affects this; why you may, as an adult child, need advice not only for your parent's sake but also for your own.

Part Five of the 5 Things Adult Children of Aging Parents Need to Know Now -- The Pre-Planning Options That Your Aging Parent Needed Yesterday –This topic somewhat revisits the concept that “basic estate planning isn’t enough” but also addresses the specific types of advanced planning that can make a difference in protecting assets and the ones you love. The real point of pre-planning is to MAXIMIZE options and gain the maximum control of yourself, your family, and your life. When people wait until a crisis, the result is that there are fewer options; therefore, less control! Read the show notes from this episode: www.SmartPlanning101.com/19 Part 1: Episode 15: The Cost of Long Term Care is Rising (And Why It Matters to You) www.SmartPlanning101.com/15 –Audrey gives some facts and figures about how many people this affects, and how expensive it really is. You may be shocked to learn these details! We also put this into a practical perspective for adult children, so you can see how it relates to you and your parents. Part 2 (Episode 16): Basic Estate Planning Isn’t Enough (Wills, Revocable Living Trusts, and Your Garden-Variety Powers of Attorney Just Aren’t Going to Cut It) www.SmartPlanning101.com/16 –Audrey and I discuss the fact that people THINK they’ve “gotten it all taken care of” – this episode explores the reasons why this is a dangerous assumption, and some of the things you should do about it. Part 3 (Episode 17): Options for Long Term Care What is long term care? How do we plan for our parents' needs as they age - what are our options? In this episode, Audrey and I discuss the many different types of long term care and how to access them. www.SmartPlanning101.com/17 Part 4 (Episode 18): The Legal Responsibilities An Adult Child May Be Asked To Take On For An Aging Parent (Understand What You Are Getting Into!) In this episode, Audrey Ehrhardt of ElderCounsel and I talk about the different types of scenarios that make legal decision making necessary for an adult child; how having proper documents affects this; why you may, as an adult child, need advice not only for your parent’s sake, but also for your own. www.SmartPlanning101.com/18

Part Four of The 5 Things Adult Children of Aging Parents Need to Know Now (Episode 18): In this episode, Audrey Ehrhardt of ElderCounsel and I talk about the different types of scenarios that make legal decision making necessary for an adult child; how having proper documents affects this; why you may, as an adult child, need advice not only for your parent's sake but also for your own! Part 1: (Episode 15): The Cost of Long Term Care is Rising (And Why It Matters to You) Audrey gives some facts and figures about how many people this affects, and how expensive it really is. You may be shocked to learn these details! We also put this into a practical perspective for adult children, so you can see how it relates to you and your parents. Part 2 (Episode 16): Basic Estate Planning Isn't Enough (Wills, Revocable Living Trusts, and Your Garden-Variety Powers of Attorney Just Aren't Going to Cut It) Audrey and I discuss the fact that people THINK they've “gotten it all taken care of” – this episode explores the reasons why this is a dangerous assumption and some of the things you should do about it. Part 3 (Episode 17): Options for Long Term Care What is long-term care? How do we plan for our parents' needs as they age - what are our options? In this episode, Audrey and I discuss the many different types of long-term care and how to access them. Part Five (Episode 19): The Pre-Planning Options That Your Aging Parent Needed Yesterday This topic somewhat revisits the concept that “basic estate planning isn't enough” but also addresses the specific types of advanced planning that can make a difference in protecting assets and the ones you love.

Part Four of the 5 Things Adult Children of Aging Parents Need to Know Now (Episode 18): The Legal Responsibilities An Adult Child May Be Asked To Take On For An Aging Parent (Understand What You Are Getting Into!) –In this episode, Audrey Ehrhardt of ElderCounsel and I talk about the different types of scenarios that make legal decision making necessary for an adult child; how having proper documents affects this; why you may, as an adult child, need advice not only for your parent’s sake, but also for your own. Read the show notes from this episode: www.SmartPlanning101.com/18 Part 1: Episode 15: The Cost of Long Term Care is Rising (And Why It Matters to You) www.SmartPlanning101.com/15 –Audrey gives some facts and figures about how many people this affects, and how expensive it really is. You may be shocked to learn these details! We also put this into a practical perspective for adult children, so you can see how it relates to you and your parents. Part 2 (Episode 16): Basic Estate Planning Isn’t Enough (Wills, Revocable Living Trusts, and Your Garden-Variety Powers of Attorney Just Aren’t Going to Cut It) www.SmartPlanning101.com/16 –Audrey and I discuss the fact that people THINK they’ve “gotten it all taken care of” – this episode explores the reasons why this is a dangerous assumption, and some of the things you should do about it. Part 3 (Episode 17): Options for Long Term Care What is long term care? How do we plan for our parents' needs as they age - what are our options? In this episode, Audrey and I discuss the many different types of long term care and how to access them. www.SmartPlanning101.com/17 Part Five: The Pre-Planning Options That Your Aging Parent Needed Yesterday –This topic somewhat revisits the concept that “basic estate planning isn’t enough” but also addresses the specific types of advanced planning that can make a difference in protecting assets and the ones you love.

What is long-term care? How do we plan for our parents' needs as they age – what are our options? In this episode, Audrey Ehrhardt from ElderCounsel and I discuss the many different types of long-term care and how to access them. The point being, it is MUCH better to know in advance – be prepared – and not try to figure it out when your loved one has a healthcare crisis! Part 1: (Episode 15): The Cost of Long Term Care is Rising (And Why It Matters to You) Audrey gives some facts and figures about how many people this affects, and how expensive it really is. You may be shocked to learn these details! We also put this into a practical perspective for adult children, so you can see how it relates to you and your parents. Part 2 (Episode 16): Basic Estate Planning Isn't Enough (Wills, Revocable Living Trusts, and Your Garden-Variety Powers of Attorney Just Aren't Going to Cut It) Audrey and I discuss the fact that people THINK they've “gotten it all taken care of” – this episode explores the reasons why this is a dangerous assumption and some of the things you should do about it. Part 4 (Episode 18): The Legal Responsibilities An Adult Child May Be Asked To Take On For An Aging Parent (Understand What You Are Getting Into!) In this episode, Audrey Ehrhardt of ElderCounsel and I talk about the different types of scenarios that make legal decision making necessary for an adult child; how having proper documents affects this; why you may, as an adult child, need advice not only for your parent's sake but also for your own. Part 5 (Episode 19): The Pre-Planning Options That Your Aging Parent Needed Yesterday This topic somewhat revisits the concept that “basic estate planning isn't enough” but also addresses the specific types of advanced planning that can make a difference in protecting assets and the ones you love.

What is long term care? How do we plan for our parents' needs as they age - what are our options? In this episode, Audrey Ehrhardt from ElderCounsel and I discuss the many different types of long term care and how to access them. Point being, it is MUCH better to know in advance - be prepared - and not try to figure it out when your loved one has a healthcare crisis! Show notes for this episode: www.SmartPlanning101.com/17 Part 1: Episode 15: The Cost of Long Term Care is Rising (And Why It Matters to You) www.SmartPlanning101.com/15 –Audrey gives some facts and figures about how many people this affects, and how expensive it really is. You may be shocked to learn these details! We also put this into a practical perspective for adult children, so you can see how it relates to you and your parents. Part 2 (Episode 16): Basic Estate Planning Isn’t Enough (Wills, Revocable Living Trusts, and Your Garden-Variety Powers of Attorney Just Aren’t Going to Cut It) www.SmartPlanning101.com/16 –Audrey and I discuss the fact that people THINK they’ve “gotten it all taken care of” – this episode explores the reasons why this is a dangerous assumption, and some of the things you should do about it. Part Four (Episode 18): The Legal Responsibilities An Adult Child May Be Asked To Take On For An Aging Parent (Understand What You Are Getting Into!) –Audrey and I talk about the different types of scenarios that make legal decision making necessary for an adult child; how having proper documents affects this; why you may, as an adult child, need advice not only for your parent’s sake, but also for your own. Part Five: The Pre-Planning Options That Your Aging Parent Needed Yesterday –This topic somewhat revisits the concept that “basic estate planning isn’t enough” but also addresses the specific types of advanced planning that can make a difference in protecting assets and the ones you love.

In this episode, Audrey Ehrhardt from ElderCounsel and I discuss the fact that people THINK they've “gotten it all taken care of” – but we explore the reasons why this is a dangerous assumption and some of the things you should do about it. A Will Isn't Enough (And Neither is A Revocable Living Trust) Your Financial Power of Attorney Needs Review This topic is important because so many people (both children AND parents) have mistaken beliefs that things are “all taken care of” – and find out that they are NOT when there is much less that can be done about it. Part 1: (Episode 15): The Cost of Long Term Care is Rising (And Why It Matters to You) Audrey gives some facts and figures about how many people this affects, and how expensive it really is. You may be shocked to learn these details! We also put this into a practical perspective for adult children, so you can see how it relates to you and your parents. I also discuss the frequently discussed statement, “I'm never going to a nursing home – so don't even discuss it with me,” and why we can't let that statement hinder reality; Audrey illustrates how a long term care insurance policy may not give you the relief you believe it will; and more. Part 3 (Episode 17): Options for Long Term Care What is long-term care? How do we plan for our parents' needs as they age - what are our options? In this episode, Audrey and I discuss the many different types of long-term care and how to access them. Part 4 (Episode 18): The Legal Responsibilities An Adult Child May Be Asked To Take On For An Aging Parent (Understand What You Are Getting Into!) In this episode, Audrey Ehrhardt of ElderCounsel and I talk about the different types of scenarios that make legal decision making necessary for an adult child; how having proper documents affects this; why you may, as an adult child, need advice not only for your parent's sake but also for your own. Part 5 (Episode 19): The Pre-Planning Options That Your Aging Parent Needed Yesterday This topic somewhat revisits the concept that “basic estate planning isn't enough” but also addresses the specific types of advanced planning that can make a difference in protecting assets and the ones you love.

In this episode, Audrey Ehrhardt from ElderCounsel and I discuss the fact that people THINK they’ve “gotten it all taken care of” – but we explore the reasons why this is a dangerous assumption, and some of the things you should do about it. -A Will Isn't Enough (And Neither is A Revocable Living Trust) -Your Financial Power of Attorney Needs Review Read the Show Notes, or Learn More About This Episode: www.SmartPlanning101.com/16 Part 1: www.SmartPlanning101.com/15 Episode 15: The Cost of Long Term Care is Rising (And Why It Matters to You) –Audrey gives some facts and figures about how many people this affects, and how expensive it really is. You may be shocked to learn these details! We also put this into a practical perspective for adult children, so you can see how it relates to you and your parents. I also discuss the frequently discussed statement, “I’m never going to a nursing home – so don’t even discuss it with me,” and why we can’t let that statement hinder reality; Audrey illustrates how a long term care insurance policy may not give you the relief you believe it will; and more. Part 3 (Episode 17): Options for Long Term Care (Knowing Now Can Make All The Difference) –Here, we discuss the many different types of long term care and how to access them. Point being, it is MUCH better to know in advance, and not when your loved one has a healthcare crisis! Part Four (Episode 18): The Legal Responsibilities An Adult Child May Be Asked To Take On For An Aging Parent (Understand What You Are Getting Into!) –Audrey and I talk about the different types of scenarios that make legal decision making necessary for an adult child; how having proper documents affects this; why you may, as an adult child, need advice not only for your parent’s sake, but also for your own. Part Five: The Pre-Planning Options That Your Aging Parent Needed Yesterday –This topic somewhat revisits the concept that “basic estate planning isn’t enough” but also addresses the specific types of advanced planning that can make a difference in protecting assets and the ones you love.

In this five-part series, I (Nicole) interview Audrey Ehrhardt, the Office Management Director of the national elder law organization ElderCounsel, and we discuss the FIVE THINGS adult children of aging parents need to know…now. Planning for the future is essential, especially today with longevity increasing, modern medicine playing a significant role in our living with disability, and longer times of living in retirement. Understanding how these issues play into our parent's lives will enable us to make better decisions later, with less stress. **Reminder** The contents of this podcast do not constitute legal advice; this information is for general purposes only. If you need advice specific to your situation, consult with an elder law attorney that practices in your state. Part 1: The Cost Of Long Term Care Is Rising (And Why It Matters To You) Part 1 (Episode 15): The Cost of Long Term Care is Rising (And Why It Matters to You) Audrey gives some facts and figures about how many people this affects, and how expensive it really is. You may be shocked to learn these details! We also put this into a practical perspective for adult children, so you can see how it relates to you and your parents. I also discuss the frequently discussed statement, “I'm never going to a nursing home – so don't even discuss it with me,” and why we can't let that statement hinder reality; Audrey illustrates how a long term care insurance policy may not give you the relief you believe it will; and more. Part 2 (Episode 16): Basic Estate Planning Isn't Enough (Wills, Revocable Living Trusts, and Your Garden-Variety Powers of Attorney Just Aren't Going to Cut It) Audrey and I discuss the fact that people THINK they've “gotten it all taken care of” – this episode explores the reasons why this is a dangerous assumption and some of the things you should do about it. Click here to listen to Episode 16 Part 3 (Episode 17): Options for Long Term Care (Knowing Now Can Make All The Difference) Here, we discuss the many different types of long-term care and how to access them. The point being, it is MUCH better to know in advance, and not when your loved one has a healthcare crisis! Click here to listen to Episode 17 Part Four (Episode 18): The Legal Responsibilities An Adult Child May Be Asked To Take On For An Aging Parent (Understand What You Are Getting Into!) Audrey and I talk about the different types of scenarios that make legal decision-making necessary for an adult child; how having proper documents affects this; why you may, as an adult child, need advice not only for your parent's sake but also for your own. Click here to listen to Episode 18 Part Five: The Pre-Planning Options That Your Aging Parent Needed Yesterday This topic somewhat revisits the concept that “basic estate planning isn't enough” but also addresses the specific types of advanced planning that can make a difference in protecting assets and the ones you love. Click here to listen to Episode 19 About Audrey Ehrhardt Audrey joined ElderCounsel in 2013 and serves as Director of the Office Management Division. Prior to joining ElderCounsel, Audrey was a practicing elder law attorney in Florida and the owner of The Ehrhardt Elder Law Offices, P.A. Audrey's practice focused on estate planning, probate and trust administration, wealth preservation for high net worth families, and asset protection strategies for seniors in need of long-term care options with eligibility for Medicaid and Veteran Affairs programs. One of Audrey's goals practice goals was to create a dedicated environment where elders and their loved ones knew a team supported them when making important legal planning decisions. During her career, she developed many successful office management procedures focused on both administrative efficiency and the cultivation of referral-based law practice. Audrey received her Bachelor of Arts from Florida State University in 2001 with a major in both Classical Archaeology and History. She received her Juris Doctor from the Florida State University College of Law where she was a member of the mock trial team and was admitted to the Florida Bar in 2004. While practicing law, Audrey simultaneously owned a custom cake bakery. In 2012, she moved to Tallahassee with her husband, son, and three dogs.

In this five part series, Nicole and Audrey Ehrhardt, the Office Management Director of the national elder law organization ElderCounsel, discuss the FIVE THINGS adult children of aging parents need to know...now. Planning for the future is essential, especially today with longevity increasing, modern medicine playing a significant role in our living with disability, and longer times of living in retirement. Understanding how these issues play into our parent's lives will enable us to make better decisions later, with less stress. Part 1 (Episode 15): The Cost of Long Term Care is Rising (And Why It Matters to You) --Audrey gives some facts and figures about how many people this affects, and how expensive it really is. You may be shocked to learn these details! Nicole and Audrey also put this into a practical perspective for adult children, so they can see how it relates to them and their parents. Part 2 (Episode 16): Basic Estate Planning Isn't Enough (Wills, Revocable Living Trusts, and Your Garden-Variety Powers of Attorney Just Aren't Going to Cut It) --Audrey and Nicole discuss the fact that people THINK they've "gotten it all taken care of" - this episode explores the reasons why this is a dangerous assumption, and some of the things you should do about it. Part 3 (Episode 17): Options for Long Term Care (Knowing Now Can Make All The Difference) --Here, we discuss the many different types of long term care and how to access them. Point being, it is MUCH better to know in advance, and not when your loved one has a healthcare crisis! Part Four (Episode 18): The Legal Responsibilities An Adult Child May Be Asked To Take On For An Aging Parent (Understand What You Are Getting Into!) --Audrey and I talk about the different types of scenarios that make legal decision making necessary for an adult child; how having proper documents affects this; why you may, as an adult child, need advice not only for your parent's sake, but also for your own. Part Five: The Pre-Planning Options That Your Aging Parent Needed Yesterday --This topic somewhat revisits the concept that "basic estate planning isn't enough" but also addresses the specific types of advanced planning that can make a difference in protecting assets and the ones you love. To read the show notes from this episode, visit www.SmartPlanning101.com/15

MEMORIAL DAY – Let's honor those that have given their lives in service to our country by learning more about how we can help our elderly Veterans, or their spouses, widows, and widowers, in need with a little known, but extremely valuable benefit: the Veteran's Improved Pension (which is commonly known as “Aid and Attendance”). What You Will Learn in This Episode: Jim's background, and why this area of law is very satisfying (how much we can help people!) What the Veteran's Improved Pension is (a benefit people call “Aid & Attendance”) What the Veteran's Administration will tell you about qualifying for the benefit (and why they're WRONG) How the written and unwritten rules play into getting this benefit for people What it takes to get qualified for the benefit What a family member or spouse should do if they are told they have too much money to qualify The dangers of allowing a financial planner, annuity salesperson, or insurance person to get you/a loved one qualified for Veteran's Improved Pension – how it can cause financial, tax, and inheritance problems VA Benefits – Aid & Attendance Great Quote: “Annuities are not bad, in and of themselves. They're just a tool in the toolbox. But if the only tool you have is a hammer, everything in the world is going to look like a nail.” – Jim Swain Veteran's Improved Pension Planning Expert, Jim Swain About James B. Swain, J.D., M.B.A. (Jim): Jim has a Law Degree (JD) and a Masters of Business Administration Degree (MBA) from Memphis State University (now University of Memphis), a BA in Human Resource Management from Pepperdine University. He is a graduate of Renaissance Inc.'s Charitable Planning School and he is an accredited attorney with the Veterans Administration. He is licensed to practice law in Georgia and Tennessee. Jim has a unique background with extensive knowledge and experience in Wealth Transfer and Estate Planning, Business Planning, Charitable Giving Planning, Executive Compensation Plans, developing and administrating Qualified and Nonqualified Benefit Plans, and advising Veterans about their Benefits. He conducts seminars for charitable institutions, individuals, attorneys, CPAs, investment advisors, insurance agents, and trust officers on estate planning, wealth preservation, business succession, charitable gifting, wealth transfer, and Military Veterans benefits. He is a co-developer and a co-presenter for the ElderCounsel VA Pension Course, the Academy of VA Pension Planner's Conference on VA Pension Planning for Attorneys, the Georgia State Bar Association Attorney VA Certification Course, and a speaker on VA Pension Benefits at WealthCounsel's Annual Conference.He is the founder and principal of Swain Law Firm with offices in Roswell, Georgia, and founder and CEO of the Academy of VA Pension Planners. He is licensed to practice law in Georgia and Tennessee and was one of the first 50 attorneys to be accredited by the VA.He is also a member of ElderCounsel, WealthCounsel, National Academy of Elder Law Attorneys, the Roswell Rotary Club, the Tennessee and Georgia Bar Associations, American Legion Post 201 (Alpharetta), the Veterans of Foreign Wars (VFW) Post 120001 (John's Creek), and the Georgia Vietnam Veterans Association.He is a Vietnam Veteran, having served at the US Navy Base at Cam Ranh Bay. He has 10 years of active duty in the US Navy and 10 years in the Naval Reserve. CONTACT Jim by clicking here Listen to Part 2 by clicking here.