Coaching Portal

Welcome! Enjoy your resources below.

Coaching

Book A Coaching Call

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.

Book A Coaching Call

Course Chapters

Intro

Overview

Income Overview

Miller Trusts

Spousal Income

Countable and Noncountable Assets

Gifting Intro

Penalty Period

Exempt Transfers

Annuities

Planning for Single

Promissory Notes

Gift and Return

Life Estate Deeds

Caregiver Agreements

Crisis Planning for Spouses

Spousal Spend Down

Spousal Refusal

The Community Spouse

Pre-Crisis Planning

A Look At The Law

Irrevocable Trusts

Grantor Status

Joint Trusts

Beneficiaries of IRT

Mortgaged Property

Trustees and Trust Protectors

Funding the Trust

Exempt Trusts

Total Package

Beneficiaries of IRT

Mortgaged Property

Trustees and Trust Protectors

Funding the Trust

Exempt Trusts

Total Package

Income Property and Home

Elder Law 080825 Friday session 01

Elder Law 080825 Friday session 04

Timing and Eviction

Elder Law 080825 Friday session 02

Elder Law 080825 Friday session 05

Estate Recovery

Elder Law 080825 Friday session 03

Income Property and Home

Documents

Fact Patterns

1. Mildred - Basic Spenddown 2. Married CSRA calc_3. Single Income Cap state 4. Single IRA in payout 5. Single Small gifting 6. Whole Life policy 7. MMMNA 8. 2nd piece of real estate 9. Single Gifting and no money 10. MMMNA and MT 11. Married MMMNA and Resources 12. Single excess assets and past gifting 13. Jt accounts and VA income 14. Single with old irrevocable annuity 15. Married IS IRA 16. Single inadequate LTCI 17. Single Caregiver child 18. Single gifting and MT 19. Spousal simple spend down 20. Innefective Trust 21. Gifts to Church CD Jt owned 22. Married High expenses 23. Single Pension and IRA 24. Single Vacant farm lives with child 25. Spouses, inherited house 26. Gift and bad PN 27. Spousal refusal 28. Child Caregiver exeemption 29. Married bad annuity 30. Underfunded MT 31. Single slightly complex assets 32. Married IRAs 33. Single with a boat 34. Single low assets 35. Married simple assets 36. Single Real estate with no cash 37. Single high case no RE 38. Couple big house most in IRA 39. Single large estate 40. Old - Spousal Annuity 41. Home sold on installment 42. Late in life, Suspicion 43. Single large assets In and Not in IRA 44. Spousal case with _bad_ child 45. Disable child 46. Single Life Ins delimma 47. Old Irrevocable Trust with income 48. The Reverse Mortgage, VA Aid & Attendance, and Medicaid Tangle 49. The Stepchildren and the Family Farm 50. The Veteran, Joint Accounts, and Gifting 51. The Botched Medicaid Annuity 52. The Stacked Gifts and the Hidden Bank Account 53. The Blended Family and the Irrevocable Trust 54. The Caregiver Child, the Gift, and the Pending House Sale 55. The VA Pension + Medicaid-Compliant Annuity Puzzle

56. The Full Chaos Case – Blended Family, Bad Advice, and Everything at Once 57. The Forgotten Life Insurance Policy 58. The Joint Account and the Angry Sibling 59. The Late Small Gift 60. The Community Spouse Who Wants to Work 61. The Annuity That Might Be Okay 62. The Caregiver Child With No Paper Trail 63. The Second Car Dispute 64. The Reverse Mortgage Payoff Question 65. The IRA not in payout 66. The Gifting Grandma — But Not Quite 67. The IRA, the Gifting, and the Income Cap 68. The Reverse Mortgage and the Badly Timed Gift 69. The Married Couple and the Irrevocable Trust Confusion 70. The Loan to a Grandson and the IRA Rollover 71. The Joint Account, the VA Benefits, and the Pending Sale 72. The Caregiver Child and the Two Cars 73. The Spousal IRA and the Gifting Dilemma 74. The Life Estate, death and hostile in-law 75. The Old Promissory Note and the New Medicaid Application 76. The Spousal Refusal with Mixed Assets 77. IRA Conversion Dilemma IW 78. Ownership & Medicaid Countability IW 79. Out-of-Sync Beneficiary Designations 80. Farm Transfer Conundrum 81. Rental Property with Depreciation Recapture IW 82. The “Helping the Kids” Habit 83. Charitable Giving Collision 84. The Wedding Gift Wipeout 85. Partial Gift Return Puzzle 86. The Family Loan That Wasn’t 87. The Vague Sibling Contribution 88. The “Almost” Caregiver Child 89. Disabled Child Receives Parent’s Home 90. Two-Generation Protection Challenge 91. Nephew as Live-In Caregiver 92. Jointly Owned Vacation Home with a Disabled Sibling 93. Home Transfer to Minor Child 94. Spousal Refusal with Aggressive Enforcement 95. Elective Share Surprise 96. Competing Powers of Attorney 97. Pre-Death Transfer Planning vs 98. The “Too Generous” Community Spouse 99. The Unplanned Outright Inheritance 100. The POD_TOD Shock 101. Joint Account Trap 102. Life Insurance Payout Landmine 103. The “Irrevocable” That Isn’t 104. The “Hybrid” Trust Confusion 105. The Pre‑Planning Trust With Bad Titling 106. The Rental Property Dilemma 107. The LLC Owner’s Predicament 108. The Farm Family Feud 109. The Land‑Rich, Cash‑Poor Scenario GUIDE

Veteran's Administration

Elder Law Engagement Letter Addendum Eligibility Quick Reference Chart_Engagement Agreement — VA Post-Decision Representation Outline_ VA “Improved Pension” (Veterans & Survivors Pension) with Aid & Attendance The Veterans Administration “Improved Pension” with Aid & Attendance_ A Comprehensive Guide for Elder Law Practitioners Veterans_Improved_Pension_with_Aid_Attendance

Other Handouts

Ethics and Risk Management Exceeding Client Expectations (1)Expanding Service Offerings_Leadership Skills_Team Building & Leadership Time Management & Work-Life Balance Weekly KPI Scorecard for Elder Law Attorneys

For Attendees

Estate Planning Essentials Checklist List of Topics of Handouts Marketing Content Calendar Sample_Seminar_PowerPoint_Presentation Why Online Estate Plans Fail

Friday

1 - 330.pptx ELC-GoldenFormula-Letter Life Estate table-s-2010cm-final Slides 8 - 9-00.pptx 9 - 1030.pptx Miller Trust Letter 1045 to 1230.pptx Annuity Done by Other Advisor CYA IRAs - Countable or Exempt

Saturday

200 - 300 Intake and Ofc Procedure.pptx Intake Checklist 8-10 am.pptx 10- 12 Advanced_EP.pptx CRT Client Letter SLATs in Estate Planning What Is GST Beyond_Documents_Becoming_the_Most_Trusted_Partne.pptx JOINT COLLABORATION AGREEMENT Qualified Terminable Interest Property

Sunday

Appendix PP_State Operations Manual Client Retention Strategies Financial Management for Law Firms Marketing Strategies for Elder Law Firms Pricing Your Services_ A Flat-Fee Model for Maximum Profitability & Competitive Positioning Sunday_8_-_930_The_business_side_of_Elder_Law (2).pptx your_resident_rights_and_protections_section 25 Social Media Post Ideas for Elder Law Attorneys AI-Powered Search_ What It Means for Elder Law Attorneys Branding & Reputation Management Client Relationship Management (CRM)Content Calendar Template Digital Marketing Tools for Elder Law Attorneys Sample Email for public speaking event.Sample Presentation Slides Basics.pptx Sample Seminar Invitation Email Sunday_930_to_1030_Marketing_Mastery (1).pptx 90-day execution plan 90-day sample marketing plan Perfect Intake Meeting Cheat Sheet Perfect Intake Meeting Script Sunday_1030_to_1200_Execution.pptx Target Audience Identification