If You Don’t Expand Your
Estate Planning Practice
to Include Elder Law,
Will You Even Be in Practice
in a Few Years?

Like it or not, the bottom is beginning to fall out for most basic estate planning practices.

You can’t even compete in the lower-end market anymore thanks to numerous cheap-priced alternatives like LegalZoom, do-it-yourself kits, paralegal mills and attorney discounters (often affiliated with financial product companies or prepaid legal plans).

Most of the middle market has also become increasingly price-sensitive (and post-death administration is significantly declining) due to the lack of need for estate tax planning for 99.8% of estates.  And the high net worth market is already swamped with competition from attorneys who used to do estate tax planning or asset protection.

The fact is, the average estate planning practice must begin to move into Elder Law right away if it wants to not only survive, but thrive in the future.

But, how do you quickly and effectively make this transition into a brand new area of law?  And how do you do this with the least amount of disruption to your current estate planning practice?

Attorney Lou Pierro knows how.  He has built one of the largest Estate Planning and Elder Law practices in New York State, while maintaining an AV Preeminent rating from Martindale-Hubbell since 2001.  And he has successfully shown hundreds of other lawyers how to transition and achieve success with an Elder Law-Estate Planning blended practice, as the founder and Director of the national organization, ElderCounsel.

Join us and Lou Pierro for a very special 3-part teleconference series entitled, “Everything You Need to Know About Adding Elder Law & Medicaid Planning to Your Practice”.

In the first 90-minute presentation entitled, “Expand Your Estate Planning Practice to Include Elder Law”, Lou will cover the following:

  • What exactly is Elder Law?
  • The five reasons why Elder Law is a perfect fit for an existing Estate Planning practice
  • How you can simply build upon your current core competencies
  • What Medicaid is all about and why it’s such a hot button issue for clients
  • How you can simply add the Medicaid Asset Protection Trust (“MAPT”) to your estate plans
  • How last minute “Crisis Planning” can be meshed into your practice too
  • Eleven other Elder Law areas that can be added gradually to your practice
  • And much more!

Once you have learned the basics of Elder Law and Medicaid Planning, join us for the second presentation entitled, “Advance Elder Law Planning (Well Before Entering Long-Term Care) - - In More Detail”.  On this 90-minute program, Lou will teach you:

  • How to have the “Longevity” conversation with clients
  • The key components in designing and drafting a MAPT
  • How your basic estate planning documents will need to be “tweaked” to support the MAPT
  • How to integrate insurance products (like long-term care and hybrid life insurance policies) into your planning
  • How the “Special Needs ILIT” can come into play
  • And much more!

Then, join us for the third and final presentation of this series entitled, “Last-Minute Crisis Planning for Seriously Ill Clients - - In More Detail”.  During this presentation, you will learn:

  • Why clients in crisis are highly motivated to engage you (and less price-sensitive)
  • How to find them
  • How to build a team to respond to crisis, with the Elder Law Attorney as quarterback!
  • Seven winning legal strategies you can employ immediately in crisis planning
  • How annuities fit into the planning picture
  • Resources available to get you started and help walk you through the first crisis cases
  • And much, much more!
  • Program Title: Everything You Need to Know About Adding Elder Law & Medicaid Planning to Your Practice – Special 3-Part Series
  • Speaker:
  • Duration: 90 Minutes

Louis W. Pierro

Louis W. Pierro

Louis W. Pierro is the founder and principal of Pierro, Schaeffer & Connor, LLC, and concentrates his law practice in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. Mr. Pierro has been selected to the Best Lawyers in America, the Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he has maintained an AV Preeminent rating from the Martindale-Hubbell since 2001. In addition, Mr. Pierro is Best Lawyers 2014 Lawyer of the Year in Elder Law for the Capital Region. He served as an adjunct professor at Siena College, where he lectured on Estate Planning from 1987-1995, and has lectured extensively on Estate Planning and Elder Law to professional groups across the country.

Mr. Pierro has served as Chair of the Estate Planning Committee, and Committee on Taxation of the Trusts & Estates Section, and the Elder Law Section, of the NYS Bar Association, and he is currently a member of the Elder Law Section Executive Committee. He is founder and Director of Elder Counsel, a national organization of Elder Law and Special Needs law firms, which provides proprietary document drafting software and education to over 800 member firms in all 50 states. He is also President & CEO of Advocates Planning Group LLC, an attorney membership organization dedicated to providing a range of support services to attorneys who prepare and maintain sophisticated trust plans for clients, with a focus on Delaware law. He is currently a member of the National Academy of Elder Law Attorneys; the American Bar Association, Probate and Trust Section; the NYS Bar Association Trusts and Estates and Elder Law Sections; and the Albany County Bar Association (Chair, Elder Law Committee 1993-1998). He has served as a Director of the Estate Planning Council of Eastern New York, Inc.; Senior Services of Albany, Inc.; Alzheimer’s Association of Northeast New York, Colonie Youth Center and McAuley Residence.

A graduate of Lehigh University and Albany Law School, Mr. Pierro was admitted to the New York State Bar in January of 1984, and is licensed to practice in all New York State Courts, the US Supreme Court and the Second Circuit Court of Appeals.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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This presentation is a  3-part series entitled, “Everything You Need to Know About Adding Elder Law & Medicaid Planning to Your Practice – Special 3-Part Series” can also be purchased individually, if you do not want to register and attend all three programs. Below are links to register for those individual teleconferences.

Each program can be purchased for $199 for Standard Registration or $249 for Premium Registration.