The Elder Law Coach
af Todd Whatley
Seneste episode
Getting Resistant Elder Law Clients To Say Yes
Getting Resistant Elder Law Clients To Say Yes
Om denne podcast
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.
Episoder
De nyeste 20 af 70 episoder
- Getting Resistant Elder Law Clients To Say Yes · 17 min.Send us Fan Mail When an older adult insists they’re “fine” while the stove keeps getting left on, meds are missed, and falls are piling up, families often want one thing from…
- How A Law School Elder Law Clinic Trains Practice Ready Attorneys (Plus other good stuff) · 30 min.Send us Fan Mail We talk with Rima Nathan of Florida State University’s Claude Pepper Elder Law Clinic about training law students to serve older adults with skill, care, and…
- Rule 1.14 And Dementia Clients · 39 min.Send us Fan Mail We break down the 2026 update to Rule 1.14 and why a dementia diagnosis does not automatically mean a client loses the right to sign legal documents. We share…
- Trusts Elder Law Attorneys Actually (Should) Use · 22 min.Send us Fan Mail Most lawyers can draft a trust. Far fewer can explain which trust actually solves a client’s elder law problem when dementia, long-term care costs, or Medicaid…
- Ep. 63 Seven Steps To Run A High‑Closing Medicaid Meeting · 31 min.Send us Fan Mail We share a seven-step intake method that turns stressed family stories into a clear Medicaid plan, backed by simple tools that raise trust and close rates. From…
- Ep 62 How Smart Homes, AI, And Telehealth Help Seniors Stay Independent · 16 min.Send us Fan Mail We map the biggest 2025 trends helping older adults stay independent, from smart homes and AI wearables to telehealth, holistic wellness, and memory care…
- Ep 61 Predatory Marriages Explained · 19 min.Send us Fan Mail We unpack how predatory marriages target vulnerable seniors and why marriage rights can override estate plans. We share practical steps for attorneys and…
- Ep 60 AI Changed Search; Your Marketing Must Too · 11 min.Send us Fan Mail We map how AI and zero-click search are changing legal marketing, and we show a clear path from traditional SEO to answer engine optimization. We share practical…
- Ep 58 Elder Law Myths, Debunked · 14 min.Send us Fan Mail We lay out the biggest myths about elder law and show how a compassionate, human-centered practice can protect families from crushing care costs while giving…
- Ep 59 Building the correct Avatar, Not Guesswork: Targeted Elder Law Growth · 18 min.Send us Fan Mail Most elder law firms try to speak to everyone and end up convincing no one. We take you inside a practical, field-tested approach to defining three high-value…
- Ep 57 Learn The Essentials To Build, Price, And Market A Sustainable Elder Law Practice · 25 min.Send us Fan Mail We share a step‑by‑step path to launch and grow an elder law practice, from education and mentorship to marketing that actually reaches seniors and their…
- Ep 56 How Elder Law Attorneys Guide Smart Long-Term Care Decisions · 23 min.Send us Fan Mail We unpack long-term care insurance through an elder law lens, from traditional policies and hybrid designs to short-term coverage that pairs with Medicaid…
- Epi 55 Shorten Your Elder Law Learning Curve from Five Years to One Weekend · 15 min. · Episode 55Send us Fan Mail Ever wondered if there's a faster way to master elder law without years of costly mistakes? In this episode, Todd Whatley unveils his groundbreaking…
- Epi 54: Breaking Silos: How Attorneys and Financial Advisors Can Transform Client Experience · 19 min.Send us Fan Mail Todd Whatley reveals the transformative power of attorneys and financial advisors working side-by-side to provide comprehensive elder law services that truly…
- Epi 53: Business Valuation Surprises: The $15 Million Estate Tax Oversight · 24 min.Send us Fan Mail Analyzing a real client case reveals how proper business valuation prevented millions in estate tax liability for a family business succession plan. • Late 70s…
- Epi 51: When To Use (And When NOT To Use) Irrevocable Trusts For Your Clients · 31 min.Send us Fan Mail Todd Whatley tackles the complex topic of irrevocable trusts in elder law practice, focusing primarily on Medicaid Asset Protection Trusts and when they're…
- Epi 50: Navigating Dementia: Legal Rights and Client Capacity · 25 min.Send us Fan Mail Elder law attorneys regularly encounter clients with dementia, yet many misunderstand that a diagnosis doesn't automatically prevent someone from signing legal…
- Epi 49: The Trustee Dilemma: Family vs Commercial Fiduciaries · 21 min.Send us Fan Mail Todd Whatley continues his trust-focused discussion by exploring the critical yet often overlooked process of trustee selection. He examines why this decision…
- Ep. 48 Uncovering Elder Abuse: Insights and Solutions with Leslie Albrecht · 47 min.Send us Fan Mail Ever wondered what it takes to identify and combat elder abuse effectively? Join us as we sit down with Leslie Albrecht, a leading authority on elder abuse, who…
- Ep. 47 Simplifying Family Document Chaos with Trustworthy CEO Nathaniel Robinson · 28 min.Send us Fan Mail Unlock the secrets to managing your client's family's essential information with the transformative insights from our special guest, Nat Robinson, creator of…
