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Episode 8 Part 3 Exempt Transfers

By Todd Whatley


This information is GOLD.  The information in this podcast will teach you how to help clients on a whole different level!!!!!!  When a client meets the qualifications for an exempt transfer, you should recognize it and advise them of the exemption.  Helping them with exempt transfers will pretty make sure they hire you to make sure it’s done correctly.  These rules really do help clients and you need to know it.  Questions or comments can be sent to

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Hosted By


Todd Whatley

Todd Whatley is a Certified Elder Law Attorney with 20+ years of experience and is past President of the National Elder Law Foundations.