Epi 22 The Disabled Child Exemption to Gifting Penalties
Elder Law in a Box
by Todd Whatley
1w ago
Having a disabled child is tragic.  The Medicaid rules allow us to plan a parents estate to help protect that child allowing us to protect a very large amount of the estate from transfer penalties. However, there are some intricacies that you must be aware of when discovering this information and using this to help the client and the disabled child.  Today, Todd talks about the meeting tactics when you discover this and how to get the family to hire you to help them through this seemingly easy exemption that is riddled with potential problems. Listen today to learn about a powerful ..read more
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Epi 21 Four Words to Help Get Your Client the Care They Need
Elder Law in a Box
by Todd Whatley
1w ago
Today, Todd pulls from his PT career to help you when your client's family calls you to say that their loved one is being discharged from rehab when they are not where they should be.  The therapy people have a special code and language they use that most others don't know about.  Today, Todd shares with you some of that secret language and explains how is SHOULD work. Also, there is a overwhelming perception that a client must be discharged when they stop making progress.  That is a common reason for discharge and it DOES NOT FOLLOW THE RULES.  Todd gives you the case and ..read more
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Epi 20 Presenting the Single Medicaid (Half-a-Loaf Explained)
Elder Law in a Box
by Todd Whatley
6M ago
Working with the family who is needing Medicaid for the Single Person can be a challenge.  It's also really exciting since most families really believe they are going to lose everything now that care is needed. In today's episode, Todd explains the rules for the single person and how to present it to the client.  He also fully explains the Half-a-Loaf strategy and also shows you how to make saving half-a-loaf into 60-70% of the loaf.  Todd offers you his Golden Formula for calculating how much can be given and how much has to be paid back. Join us today to learn one of the coo ..read more
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Epi 19 How To Present the Married Medicaid Crisis Plan
Elder Law in a Box
by Todd Whatley
6M ago
This is probably the most beneficial presentation to clients you can give.  The spouse and the kids come in having just put their loved one into the nursing home thinking they are going to spend thousands of dollars every month for a really long time.   You can help these people but how to you present it to them without "giving away the farm" and giving them enough information to know you can help and why you are worth the fee you are charging.  Here is how you do it. Todd has been doing this for 23 years.  He's worked out most of the sticking points and he knows exactly ..read more
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Episode 18. Doing the Correct Power of Attorney for Your Clients
Elder Law in a Box
by Todd Whatley
7M ago
I tell clients and during public speaking events that the Power of Attorney is THE most important document a senior can do.  Therefore, you as an elder law attorney need to provide the best POA document you can to your clients.  Your clients NEED this document. Today, Todd and Sara discuss the 9 powers that need to be in a Power of Attorney so that your client is protected and able to save what they have and not go broke trying to pay for care.  Please listen to this episode and up your game significantly in your Power of Attorney ..read more
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Epi. 17 Married Medicaid Spend-down
Elder Law in a Box
by Todd Whatley
7M ago
One of the most helpful things you as an Elder Law Attorney can do for a family is help them get the care they need for a spouse without losing everything they have.  Many people don't understand the Medicaid rules allow a family to protect almost everything when a married person needs long term care. Today, Todd talks about the basic Medicaid Spendown techniques used to protect everything for a married couple.  Listen today to learn how to really help families and help your practice ..read more
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Episode 16 Working with a Client with Diminished Capacity.
Elder Law in a Box
by Todd Whatley
7M ago
This is probably one of the most important podcasts that I do.  We as a profession do not do a good job when dealing with the client with diminished capacity.  Elder Law attorneys work with many people that have diminished capacity.  If your position here is "since they have a diagnosis of dementia, then they can't sign documents", you MUST listen to this episode.  It will change your world. I beg you to take 25 minutes out of your day and listen to this podcast and help those with diminished capacity not lose their rights and help you as an attorney really do some good in ..read more
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Epi 15 How It Should Work When Done Right
Elder Law in a Box
by Todd Whatley
9M ago
Today I interview a client's child from a long way back, Mac.  This interview is a great way to see how things should work when you do good work for a family.  This podcast episode discusses the issues clients are looking experiencing and how our work, when done correctly, really does help them. When you treat clients and their families like family, they will trust appreciate what you do and will still be your friend 16 YEARS later and insist they come on and talk about their experience.  I hope you enjoy this episode with my friend Macintosh Ewell ..read more
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Epi 14 Minnesota Irrevocable Trust Case - Don't be Afraid of the State
Elder Law in a Box
by Todd Whatley
10M ago
I talk about this case as encouragement for you Elder Law Attorneys out there helping your clients and the State Medicaid authority says you are doing it wrong.  I used to think that "The State" was all knowing and if they said I did something wrong, then I must have been at fault. I quickly learned that they have an agenda and they may not know the rules a well as you do.  If you really know the rules, I'm going to say you know the rules better than most of them.  This podcast shows how the State of Minnesota tried to undo Federal Law in a Statute and the Commissioner was call ..read more
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Epi 13 What Should I bring to the Elder Law Attorney initial meeting?
Elder Law in a Box
by Todd Whatley
10M ago
Coaching clients ask me all the time what exactly do we need to get from the client for the first meeting.  I did a podcast for my other platform, Answers on Aging (you should listen and have your clients listen to this one). I'm posting it here since I think it's something you can share with clients but if you ever wondered what all we would need for a first meeting, this covers it ..read more
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