All Episodes
The Elder Law Coach — 70 episodes
Getting Resistant Elder Law Clients To Say Yes
How A Law School Elder Law Clinic Trains Practice Ready Attorneys (Plus other good stuff)
Rule 1.14 And Dementia Clients
Trusts Elder Law Attorneys Actually (Should) Use
Ep. 63 Seven Steps To Run A High‑Closing Medicaid Meeting
Ep 62 How Smart Homes, AI, And Telehealth Help Seniors Stay Independent
Ep 61 Predatory Marriages Explained
Ep 60 AI Changed Search; Your Marketing Must Too
Ep 59 Building the correct Avatar, Not Guesswork: Targeted Elder Law Growth
Ep 58 Elder Law Myths, Debunked
Ep 57 Learn The Essentials To Build, Price, And Market A Sustainable Elder Law Practice
Ep 56 How Elder Law Attorneys Guide Smart Long-Term Care Decisions
Epi 55 Shorten Your Elder Law Learning Curve from Five Years to One Weekend
Epi 54: Breaking Silos: How Attorneys and Financial Advisors Can Transform Client Experience
Epi 53: Business Valuation Surprises: The $15 Million Estate Tax Oversight
Epi 51: When To Use (And When NOT To Use) Irrevocable Trusts For Your Clients
Epi 50: Navigating Dementia: Legal Rights and Client Capacity
Epi 49: The Trustee Dilemma: Family vs Commercial Fiduciaries
Ep. 48 Uncovering Elder Abuse: Insights and Solutions with Leslie Albrecht
Ep. 47 Simplifying Family Document Chaos with Trustworthy CEO Nathaniel Robinson
Ep. 46 Preserving Your Digital Legacy: Navigating Digital Assets in Modern Estate Planning with Todd Whatley
Ep. 45 Balancing Autonomy and Protection: Navigating Elder Law and Guardianship
Ep. 44 Mastering Probate Avoidance: Expert Strategies for Elder Law Practices
Ep. 43 Expanding Your Practice with Special Needs Trusts
Ep. 42 Insights from Todd on the 2025 Potential Shifts
Ep. 41 Mastering OKRs: Revolutionize Goal-Setting in Your Elder Law Practice
Ep. 40 Turning Mistakes Into Mastery: The $6850 Letter
Ep. 39. Spotting Trust Mistakes: Identifying Two Key Errors That Convert Clients
Ep. 38 The Future of Elder Law Part 2 - One Solution, Financial Planning
Ep. 37 Trends in Elder Law - What is Coming?
Ep 36 Maintaining Autonomy in Dementia: Navigating Guardianships and Powers of Attorney
Ep 35 Insights on Trustee Selection and Beneficiary Care with Samantha Shepherd
Ep 34 Mastering Elder Law: The Role of Irrevocable Trusts in Asset Protection and Medicaid Planning
Ep 33 Navigating the Complexities of Long-Term Care Policies for Estate Protection
Ep 32 Exposing the Truth About Financial Planning and Investment Strategies
Ep 31 Building a Sellable Law Practice: Even if you are not selling.
Epi 28 An Interview with Ashley Sharek: How Coaching Changed and Grew Her Office
Ep 30 Advancing your Legal Career: The Certified Elder Law Attorney Path. Todd Interviews CELAs
Ep 29 Finding Fulfillment as an Attorney: Elder Law - Personal Anecdotes and Insights. Todd interviews CELAs
Epi 27 Michael Wall from DocuBank
Epi 28 Introduction to InterActive Legal Estate Planning Software
Epi 26 Revenue Ruling 2023-2 DON'T PANIC, It's OK.
Epi 25 The Importance of the Healthcare Directive
Epi 24 The Importance of the Advanced Directive
Epi 23 Interview Techniques for a Client with Dementia.
Epi 22 The Disabled Child Exemption to Gifting Penalties
Epi 21 Four Words to Help Get Your Client the Care They Need
Epi 20 Presenting the Single Medicaid (Half-a-Loaf Explained)
Epi 19 How To Present the Married Medicaid Crisis Plan
Episode 18. Doing the Correct Power of Attorney for Your Clients
Epi. 17 Married Medicaid Spend-down
Episode 16 Working with a Client with Diminished Capacity.
Epi 15 How It Should Work When Done Right
Epi 14 Minnesota Irrevocable Trust Case - Don't be Afraid of the State
Epi 13 What Should I bring to the Elder Law Attorney initial meeting?
Epi 12 How to Avoid Price Shock
Epi 11 What is a Certified Elder Law Attorney (why you want to be one)
Episode 10 Avoiding Probate is good for Business
Episode 9 Client Confidentiality
Episode 7 Who is the Client?
Episode 8 Part 3 Exempt Transfers
Episode 8 Part 2 Starting the Penalty Period
Episode 8 part 1 Gifting
Episode 6 Miller Trusts
Episode 5 Income
Episode 4 Jointly Owned Assets
Episode 3 Assets: Countable vs. NonCountable
Episode 2 Is Medicaid Planning Ethical?
Episode 1 What is Elder Law?
Why Language in a Document is so important in Long Term Care Planning