The Elder Law Coach
By Todd Whatley
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Episodes: 57
Description
Todd Whatley is a Certified Elder Law Attorney, practicing attorney and now the Elder Law Coach. His passion is to help attorneys become proficient Elder Law Attorneys. He still practices law with over 22 years of experience with offices in two states. He is the Past President of the National Elder Law Foundation, the ABA accredited certifying organization for the ABA. He LOVES working with new and experienced attorneys to help them have the best job in the world and help a great population. Visit him at www.TheElderLawCoach.com. This podcast was formally known as Elder Law in a Box.
| Episode | Date |
|---|---|
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Epi 54: Breaking Silos: How Attorneys and Financial Advisors Can Transform Client Experience
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May 07, 2025 |
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Epi 53: Business Valuation Surprises: The $15 Million Estate Tax Oversight
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May 04, 2025 |
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Epi 51: When To Use (And When NOT To Use) Irrevocable Trusts For Your Clients
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Mar 26, 2025 |
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Epi 50: Navigating Dementia: Legal Rights and Client Capacity
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Mar 24, 2025 |
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Epi 49: The Trustee Dilemma: Family vs Commercial Fiduciaries
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Mar 24, 2025 |
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Ep. 48 Uncovering Elder Abuse: Insights and Solutions with Leslie Albrecht
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Feb 01, 2025 |
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Ep. 47 Simplifying Family Document Chaos with Trustworthy CEO Nathaniel Robinson
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Feb 01, 2025 |
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Ep. 45 Balancing Autonomy and Protection: Navigating Elder Law and Guardianship
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Jan 18, 2025 |
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Ep. 46 Preserving Your Digital Legacy: Navigating Digital Assets in Modern Estate Planning with Todd Whatley
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Jan 18, 2025 |
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Ep. 44 Mastering Probate Avoidance: Expert Strategies for Elder Law Practices
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Jan 05, 2025 |
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Ep. 43 Expanding Your Practice with Special Needs Trusts
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Jan 05, 2025 |
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Ep. 42 Insights from Todd on the 2025 Potential Shifts
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Dec 16, 2024 |
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Ep. 41 Mastering OKRs: Revolutionize Goal-Setting in Your Elder Law Practice
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Dec 14, 2024 |
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Ep. 40 Turning Mistakes Into Mastery: The $6850 Letter
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Dec 10, 2024 |
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Ep. 39. Spotting Trust Mistakes: Identifying Two Key Errors That Convert Clients
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Sep 27, 2024 |
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Ep. 38 The Future of Elder Law Part 2 - One Solution, Financial Planning
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Jul 22, 2024 |
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Ep. 37 Trends in Elder Law - What is Coming?
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Jul 22, 2024 |
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Ep 36 Maintaining Autonomy in Dementia: Navigating Guardianships and Powers of Attorney
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Mar 30, 2024 |
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Ep 35 Insights on Trustee Selection and Beneficiary Care with Samantha Shepherd
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Mar 09, 2024 |
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Ep 34 Mastering Elder Law: The Role of Irrevocable Trusts in Asset Protection and Medicaid Planning
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Feb 24, 2024 |
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Ep 33 Navigating the Complexities of Long-Term Care Policies for Estate Protection
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Jan 29, 2024 |
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Ep 32 Exposing the Truth About Financial Planning and Investment Strategies
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Jan 21, 2024 |
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Ep 31 Building a Sellable Law Practice: Even if you are not selling.
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Nov 23, 2023 |
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Epi 28 An Interview with Ashley Sharek: How Coaching Changed and Grew Her Office
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Sep 24, 2023 |
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Ep 30 Advancing your Legal Career: The Certified Elder Law Attorney Path. Todd Interviews CELAs
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Sep 23, 2023 |
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Ep 29 Finding Fulfillment as an Attorney: Elder Law - Personal Anecdotes and Insights. Todd interviews CELAs
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Sep 23, 2023 |
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Epi 27 Michael Wall from DocuBank
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Jul 19, 2023 |
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Epi 28 Introduction to InterActive Legal Estate Planning Software
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Jun 19, 2023 |
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Epi 26 Revenue Ruling 2023-2 DON'T PANIC, It's OK.
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May 25, 2023 |
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Epi 25 The Importance of the Healthcare Directive
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Feb 13, 2023 |
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Epi 24 The Importance of the Advanced Directive
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Feb 13, 2023 |
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Epi 23 Interview Techniques for a Client with Dementia.
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Nov 28, 2022 |
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Epi 22 The Disabled Child Exemption to Gifting Penalties
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Nov 22, 2022 |
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Epi 21 Four Words to Help Get Your Client the Care They Need
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Nov 21, 2022 |
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Epi 20 Presenting the Single Medicaid (Half-a-Loaf Explained)
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Jun 01, 2022 |
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Epi 19 How To Present the Married Medicaid Crisis Plan
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Jun 01, 2022 |
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Episode 18. Doing the Correct Power of Attorney for Your Clients
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Apr 23, 2022 |
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Epi. 17 Married Medicaid Spend-down
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Apr 21, 2022 |
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Episode 16 Working with a Client with Diminished Capacity.
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Apr 21, 2022 |
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Epi 15 How It Should Work When Done Right
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Mar 19, 2022 |
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Epi 14 Minnesota Irrevocable Trust Case - Don't be Afraid of the State
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Feb 07, 2022 |
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Epi 13 What Should I bring to the Elder Law Attorney initial meeting?
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Feb 04, 2022 |
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Epi 12 How to Avoid Price Shock
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Dec 07, 2021 |
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Epi 11 What is a Certified Elder Law Attorney (why you want to be one)
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May 02, 2021 |
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Episode 7 Who is the Client?
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Mar 28, 2021 |
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Episode 9 Client Confidentiality
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Mar 28, 2021 |
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Episode 10 Avoiding Probate is good for Business
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Mar 28, 2021 |
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Episode 8 part 1 Gifting
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Mar 02, 2021 |
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Episode 8 Part 2 Starting the Penalty Period
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Mar 02, 2021 |
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Episode 8 Part 3 Exempt Transfers
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Mar 02, 2021 |
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Episode 5 Income
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Feb 20, 2021 |
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Episode 6 Miller Trusts
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Feb 20, 2021 |
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Episode 2 Is Medicaid Planning Ethical?
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Feb 13, 2021 |
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Episode 3 Assets: Countable vs. NonCountable
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Feb 13, 2021 |
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Episode 4 Jointly Owned Assets
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Feb 13, 2021 |
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Episode 1 What is Elder Law?
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Feb 13, 2021 |
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Why Language in a Document is so important in Long Term Care Planning
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Mar 10, 2020 |