Send us a text Ever wondered what it takes to identify and combat elder abuse effectively? Join us as we sit down with Leslie Albrecht, a leading authority on elder abuse, who shares her transformative journey from her early days with the San Diego Police Department to establishing the pioneering Elder Abuse Unit in 2000. Leslie offers a candid look at the struggles of recognizing elder abuse as a criminal offense and the critical need for law enforcement training. Listen to her compelling insights on the pervasive issue of financial exploitation among seniors and learn why distinguishing betw ..read more

Send us a text Unlock the secrets to managing your client's family's essential information with the transformative insights from our special guest, Nat Robinson, creator of Trustworthy. Discover how this groundbreaking platform acts as a "family operating system," providing a secure and efficient way to organize, store, and share critical documents. Nat shares his personal journey to creating Trustworthy, inspired by the chaos families often face when handling important information. We explore how this innovative tool not only enhances security by avoiding privacy pitfalls but also streamlines ..read more

Send us a text This episode explores the delicate balance between protecting the rights of elderly clients and preserving their autonomy in light of diminished capacity. Todd emphasizes the ethical responsibilities of elder law attorneys to advocate for their clients and the importance of legally empowering them through comprehensive powers of attorney.  • Understanding the implications of diminished capacity  • Importance of advocating for client autonomy  • Ethical duties of elder law attorneys  • Role of powers of attorney in preserving rights  • Common issues face ..read more

Send us a text Digital assets are becoming an essential component of estate planning, yet many clients do not realize their significance. This episode discusses practical steps and legal considerations for addressing digital assets in elder law. • Importance of planning for digital assets  • Conducting a digital asset inventory  • Challenges of accessing digital assets posthumously  • Creating a digital asset access plan  • Overview of RUFADA and its implications  • Social media legacy contacts and manager settings  • Encouraging client education around digital a ..read more

Send us a text This podcast episode emphasizes the importance of probate avoidance and explores various strategies to ensure smoother transitions of assets upon death. Todd Whatley discusses ethical estate planning practices, focusing on revocable living trusts, beneficiary designations, and joint ownership as ways to bypass probate. • Understanding the pitfalls of defaulting to probate  • The role of revocable living trusts in estate planning  • Benefits of using beneficiary designations  • Ethical considerations in presenting estate options  • The risks associated with j ..read more

Send us a text In this episode, we explore the vital role of special needs trusts in elder law, discussing their importance for families and how attorneys can incorporate them into their practices. With practical marketing strategies and insights, listeners learn how to serve this unique community effectively. • Understanding the significance of special needs trusts  • Navigating client needs in the realm of elder law  • The impact of financial advisors and CPAs on trust planning  • Effective marketing strategies for reaching families in need  • The advantages of creating ..read more

Send us a text Discover the intricate world of estate and gift tax exemptions with Todd Whatley, the Elder Law Coach. What could the re-election of President Trump mean for your financial future? As Todd guides us through the potential shifts in estate planning, he delves into the looming reduction of the estate tax exemption from $13.61 million per individual to a potentially game-changing $5 million by 2026. With Congress's role unclear, Todd sheds light on the strategies you might need to adopt and the political dynamics at play as this fiscal transformation unfolds. In this episode, Todd ..read more

Send us a text Unlock the secret to revolutionizing your elder law practice's goal-setting strategy with Todd Whatley as your guide. Traditional methods often leave us short of our targets, but what if your objectives were not only clear but quantifiable as well? Through the power of Objectives and Key Results (OKRs), Todd shares insights on how you can set short-term, qualitative objectives and pair them with measurable key results. Discover how to elevate client satisfaction and improve response times, all within a framework that promises transparency and encourages collaboration without res ..read more

Send us a text What happens when a small oversight turns into a $6,850 lesson? Join me, Todd Whatley, on a journey through the complexities of elder law, as I recount an unforgettable personal story that underscores the critical importance of communication and documentation in the Medicaid application process. This episode isn't just about a mistake; it's about embracing errors as stepping stones to improvement and growth. Learn how the Community Spouse Resource Allowance (CSRA) plays a vital role, and why removing an institutionalized spouse's name from assets exceeding $2,000 is a non-negoti ..read more

Send us a text Ever wondered what it takes to identify and combat elder abuse effectively? Join us as we sit down with Leslie Albrecht, a leading authority on elder abuse, who shares her transformative journey from her early days with the San Diego Police Department to establishing the pioneering Elder Abuse Unit in 2000. Leslie offers a candid look at the struggles of recognizing elder abuse as a criminal offense and the critical need for law enforcement training. Listen to her compelling insights on the pervasive issue of financial exploitation among seniors and learn why distinguishing betw ..read more