Showing 25–42 of 42 results

  • Elder Care Planning

    The Five Essential Documents

    $25.00

    Scott and Stephanie will share what each of the five essential documents in estate planning is designed to do and why they are important for you and your clients.  Help your clients memorialize their wishes in case of death or incapacity. This is an indispensable presentation on how to gets your ducks in a row.

    (Purchase of this product will include an Video recording and a PDF copy of the presentation.)

    Presented by Scott Stewart, Esq. and Stephanie Downer, Esq.

    Add to cart
  • Elder Care Planning

    When Does Incapacity Limit Your Clients’ Rights

    $25.00 $0.00

    Join us for an informative discussion on how to protect your clients’ rights once they receive a diagnose of dementia. Dr. Diane and Scott will teach you when incapacity can limit your clients’ rights. You will have a better grasp on understanding the legal, ethical and treatment issues of dementia care.
    (Purchase of this product will include an Video recording and a PDF copy of the presentation.)
    Presented by Dr. Diane Darby Beach and Scott Stewart

     

    *SCROLL DOWN FOR FREE RECORDING*

    Add to cart
  • Elder Care Planning

    The Case for Baby Boomer Clients in Your Practice

    $25.00

    As society ages the need for services by this demographic are going to increase.  This can include planning for long-term care, Medicaid, Medi-Cal, and other government benefits – which can drastically enhance your revenue and practice stability, leading to a dramatic increase in the amount of probates, trust administration, settlement and the associated financial, tax, and legal planning for clients older (and younger!) than 55.  Join Scott and Brooke as they share techniques, tools, and their technical expertise to enhance your knowledge and practice.

    (Purchase of this product will include an Video recording and a PDF copy of the presentation.)

    Presented by Scott Stewart and Brooke Jensen

    Add to cart
  • Retirement Planning

    When Clients say “We Used to Need the Insurance, but Should We Continue to Pay on It Now?”

    $25.00

    What should you do – and what can you do – with existing life insurance buried in ILITs, Buy/Sell agreements, and other wealth transfer entities in the new tax world?  Learn from case studies and review the true numeric comparisons considering taxation, growth, and cash flows to help clients and their advisors understand their options.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by R.J. Kelly and Addie Murdock

    PREVIEW:

     

     

    Add to cart
  • Elder Care Planning

    Reporting Elder Abuse: Should I? Must I? Or Must I Not?

    $25.00

    Different states and federal authorities impose either requirements or best practices regarding reporting of suspected elder abuse, physical and financial, on professionals.  These are especially prevalent in the health care and financial fields.  However, there is a tension between one’s duty to report suspected fraud, fraudulent activity, and undue influence, and one’s duty to maintain the privacy and confidentiality of client and customer information.  Sheila and Peter will canvas the relevant authorities and discuss ways for professionals and their agents to maintain compliance with the reporting obligations while still preserving the confidences of customer and client information.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Peter Myers and Sheila K. Robello

    PREVIEW:

     

     

    Add to cart
  • Elder Care Planning

    The Case for Baby Boomer Clients in Your Practice

    $25.00

    As society ages the need for services by this demographic are going to increase. This can include planning for long-term care, Medicaid, Medi-Cal, and other government benefits, leading to a dramatic increase in the amount of probates, trust administration, settlement and the associated financial, tax, and legal planning for clients older (and younger!) than 55. Join Scott and Brooke as they share techniques, tools, and their technical expertise to enhance your knowledge and practice.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.

    PREVIEW:

     

     

    Add to cart
  • Elder Care Planning

    Medi-Cal Assisted Living Waiver Program: Your Questions Answered

    $25.00

    Bill and Kathleen will provide insight into the history and future of the Medi-Cal Assisted Living waiver program and how it can help your clients.  They will explain the processes and procedures on how to qualify for the program from a client perspective as well as how to enroll as an approved facility providing services to Medi-Cal clients.  This dynamic duo has assisted more than 120 clients in getting enrolled in this program – for use in their long term care facilities as well as those clients still living at home by themselves. Other Medi-cal waiver programs will also be explored.
    (Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
    Presented by Bill Mathis and Kathleen Marek-King, RN

    Add to cart
  • Estate Planning

    The Three Doors to Estate Planning

    $25.00

    This workshop will explore the 3 doors to estate planning: family; charity; and the IRS.  It will point out that client estates normally go through only two of the three doors – the ones they choose either consciously (through planning) or unconsciously (without planning).  We will further demonstrate the planning strategies available to maximize the benefits to families and minimize, if not completely zero out the benefit to the IRS.

    Add to cart
  • Elder Care Planning

    Beyond Resistance: Effective Strategies For Overcoming Resistance

    $25.00

    Working with older adults offers many benefits, but it can also involve challenges and frustrations such as: physical limitations, cognitive impairments, changes in environment, loss of independence, as well as many others. As professionals attempt to alleviate or reduce the challenges that affect older adults by suggesting changes and solutions, resistance to change is often exhibited. While this is a normal response – how we deal with and attempt to resolve this resistance is the key element. You will learn about the roots of resistance in the elderly population – why are they resistant, what causes resistance – and how to overcome it. By acknowledging and learning to understand the reasons behind resistance, we can learn effective strategies and techniques to help our patients/clients improve their quality of life and well-being.

    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)

    Presented by Amy Burfitt, Elder Care Consultant, LivHOME, Inc. and Shelley Lightfoot, Executive Director

    Add to cart
  • Business Owners & Planning

    Business Buy/Sell and Contingency Planning

    $25.00

    Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including:  advantages, disadvantages, the different types, funding alternatives, valuation issues, and common problems business owners encounter. Some topics to be discussed:

    • What is a buy-sell Agreement?
    • Learn to control your business and its ultimate transition
    • Understand the need and advantages
    • Triggering events and understanding the need for a buy-sell agreement
    Add to cart
  • Elder Care Planning

    Challenges Associated with End of Life

    $25.00

    Spend time with Jennifer and Dr. Bob as they share real life examples that will drive home the need and value of talking with your loved ones about your end of life wishes before a crisis hits. Using tools and strategies, you will learn to identify what wishes are important (physical, social, financial, legal, nutritional, environmental, etc.) and how to clearly and effectively express them to your loved ones – and help others do the same. Reduce your clients’ stress levels and increase their quality of life by helping them understand the resources and services available within the healthcare system as well as identify where the major gaps are and what you can do to be better prepared.

    Add to cart
  • Long Term Care Book

    Long Term Care Planning Book

    $9.99 $0.00

    Many Californians are concerned about the “new” changes to the Medi-Cal program. They have heard all sorts of things about those changes, some fact and many fiction. Many Californians believe that it is now virtually impossible to get the benefits that they are entitled to receive. For many Californians this could not be further from the truth. Not only do these benefits continue to exist but more people than ever can qualify for help.

    This Book should answer any questions you have while dealing with elder care. 

    Add to cart
  • Elder Care Planning

    The Top 5 Mistakes to Avoid When Helping Your Clients with Senior Care Planning

    $25.00

    Years ago, helping clients navigate senior care wasn’t so complicated.  Today, there are well over 1000 facilities and in-home care providers in San Diego alone – making the choices overwhelming.  Family caregivers often lack information or resources necessary to coordinate care, thus looking to healthcare providers and estate planning professionals for guidance. Not all care – or budgets – are created equal. Jatana and Scott will break it down in a way that will allow you to provide accurate information and relevant resources for each of your family caregiver clientele.
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Jatana Williams-Thompson, Owner, Beyond the Sky Solutions, LLC and Scott Stewart, Esq.

    Add to cart
  • Elder Care Planning

    Planning for the 4th Quarter of Your Client’s Life

    $25.00 $0.00

    Expert in Elder Law? Estate planning is not what it used to be. As an industry we planned very well for our clients in the moments before they die and after their death – but we woefully under planned for their disability, especially a long-term disability. Valerie and Scott will go over not only the opportunities to help our past clients correct their plans, but also how to use this “4th  Quarter” planning of life concept to attract and deeply help those individuals and couples over 60 years old – and even those younger families. This may be your next evolution as a practitioner.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Valerie Peterson, JD and Scott Stewart, Esq.

    Add to cart
  • Elder Care Planning

    We Need to Talk – Tips for Starting the Critical Conversation and Bonding with the Next Generation

    $25.00

    Clients rarely ask for help in their aging process. Veterans in the industry, Amy and Scott, will provide you with their personal experience and insights to identify warning signs to look for, how to start the conversation, and the important questions to ask now and in the future. Ensure your relationship as the key advisor for the next generation by proactively planning for and guiding them through a successful aging process. Gain valuable language and tools to help your clients and their family maintain maximum control over the way they choose to age as well as secure a more prosperous financial future.

    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)

    Presented by Amy Burfitt with LivHome and Scott Stewart, Esq.

    Add to cart
  • Elder Care Planning

    Medicare versus Medi-Cal

    $25.00

    Do you know the difference between Medicare and Medi-Cal? If you answered no, you’re not alone. Kathe and Scott will lead a frank and open discussion designed to clarify all the aspects of these government programs. In this presentation, you’ll learn the difference between acute vs custodial care and who pays for what. You’ll learn how the health system works and how to take advantage of benefits that are already available to you and your family. This presentation is for anyone concerned about how to pay for care and what can be done now to minimize future costs.
    (Purchase of this product will include an Audio recording of the presentation.)
    Presented by Kathe Kline, ChFC and Scott Stewart, Esq.

    Add to cart
  • Elder Care Planning

    Long Term Care Insurance

    $25.00

    Trey and Teri will review the progression of long term care planning up to today with a focus on how insurance products are used to solve needs. This will be a market focused discussion with emphasis on a variety of solutions and how those solutions relate to estate planning and wealth transfer planning – it’s not just for the mainstream. Discover how to recognize and provide the best long term care options for your clients and their families.

    (Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

    Presented by Trey Fairman, J.D., LL.M and Teri A. Olsen, President, LTC Experts

    Add to cart
  • Elder Care Planning

    ElderCounsel

    $25.00

    Our population is aging rapidly while long-term care costs continue to rise. Now more than ever seniors and their loved ones are concerned about how to find and pay for long-term care. Assisting seniors and their families with planning to cover these issues before a health care crisis occurs is a valuable service that very few attorneys are currently offering. In this session Valerie will show you how you can leverage your estate planning knowledge to offer a different type of asset protection for a very special segment of our population – our seniors.

    (Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

    Presented by Valerie Peterson

    Click play to watch a short video about ‘ElderCounsel’

    Add to cart
1 2