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Todd Whatley
The Elder Law CoachEpisodes
Todd Whatley
The Elder Law Coach
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Episodes of The Elder Law Coach
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Discover the keys to safeguarding autonomy in the face of dementia and the intricate legal decisions that follow. As your Elder Law Coach, I, Todd Whatley, guide you through the murky waters of guardianships and powers of attorney, revealing ho
Embark on a journey with me, Todd Whatley, as I sit down with the exceptional Samantha Shepherd, a beacon in the world of elder law and founder of Assured Trust. Our latest Elder Law Coach podcast episode promises to unveil the complexities of
Embark on a journey through the complex landscape of Elder Law with me, Todd Whatley, as your guide. Together we'll uncover the benefits and drawbacks of Irrevocable Trusts, a critical tool in asset protection. This episode promises to illumina
Unlock the mysteries of long-term care insurance and its pivotal role in estate planning as I, Todd Whatley, alongside expert Bill Mathews, traverse the intricate terrain of safeguarding one's future. We tackle the big questions: What's the lik
Unlock the secrets to smarter financial decisions with Todd Whatley and our special guest, financial planner Ian Weiner. We're peeling back the layers of the financial industry to reveal the truth behind becoming a financial advisor and how thi
Ready to unlock the potential of your law practice and navigate the complexities of elder law? Join me, Todd Whatley, as I sit down with financial gurus Joel Houser and Ian Winer to demystify the process. We examine the value of building a lucr
Curious about the intricacies of elder law and estate planning? Meet Ashley Sharek, an accomplished attorney from Pittsburgh, Pennsylvania, who skillfully navigates this complex terrain. Get rare insights into her captivating journey—from her e
Are you ready to unlock the secrets to becoming a Certified Elder Law Attorney (CELA) and gain a unique edge in your profession? We promise you'll find just that in our enriching conversation with the accomplished elder law attorneys Keith Mile
You're an attorney, fresh out of law school or a seasoned veteran. Do you love your job? If not, you should consider elder law. Today, you'll hear the raw, real, and riveting stories of other attorneys, just like you, who have found a unique
Today we have a guest, Michael Wall. He is with Docubank. This company provides many benefits to your clients for very little money. Mainly, they make the client's medical documents available to them with online access with a card for their
Today Todd has a special guest, Teresa Bush from InterActive Legal. Todd uses ILS and he talks with Teresa about the benefits of 1) using software to draft documents and why you should and 2) Why InterActive Legal is the software you should be
Today Todd and Sara talk about a new IRS Ruling that would indicate that the real estate in an Irrevocable Trust would not get a step up in basis. That is true if you do a trust that is not intentionally defective. We as Elder Law Attorneys k
Many times over looked, if done at all, is the Advanced Directive or Healthcare Directive. This is a crucial document for the elderly client and their family to make sure the end of life care is done as they want.Today, Todd and Sara discuss t
Todd and Sara today talk about an often overlooked and ignored document that really pretty important, The Advanced Directive, sometimes known as the Living Will. This document is a necessary document in the senior's estate planning documents.
Today, Todd and Sara talk about how to interview a client (potential client) who has dementia. These are tough meetings if you don't know the brain process and how to work with that issue.Sara, as a Social Worker and Nursing Home Administrator
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 mu
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 us
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
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 lon
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 NE
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 alm
This is probably one of the most important podcasts that I've done. 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 yo
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 o
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
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
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