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The Elder Law Coach
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.
Episodes
48 episodes
Mastering Probate Avoidance: Expert Strategies for Elder Law Practices
This podcast episode emphasizes the importance of probate avoidance and explores various strategies to ensure smoother transitions of assets upon death. Todd Whatley discusses ethical estate planning practices, focusing on revocable living trus...
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20:24
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Expanding Your Practice with Special Needs Trusts
In this episode, we explore the vital role of special needs trusts in elder law, discussing their importance for families and how attorneys can incorporate them into their practices. With practical marketing strategies and insights, listeners l...
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25:35
Insights from Todd on the 2025 Potential Shifts
Discover the intricate world of estate and gift tax exemptions with Todd Whatley, the Elder Law Coach. What could the re-election of President Trump mean for your financial future? As Todd guides us through the potential shifts in estate planni...
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29:59
Mastering OKRs: Revolutionize Goal-Setting in Your Elder Law Practice
Unlock the secret to revolutionizing your elder law practice's goal-setting strategy with Todd Whatley as your guide. Traditional methods often leave us short of our targets, but what if your objectives were not only clear but quantifiable as w...
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28:00
Turning Mistakes Into Mastery: The $6850 Letter
What happens when a small oversight turns into a $6,850 lesson? Join me, Todd Whatley, on a journey through the complexities of elder law, as I recount an unforgettable personal story that underscores the critical importance of communication an...
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15:22
Ep. 39. Spotting Trust Mistakes: Identifying Two Key Errors That Convert Clients
Do you have trouble getting people to hire you to amend their trust done by another attorney? Are you creating trusts with terms that are not in your client's best interest? Unlock the secrets to effective trust management and prote...
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14:59
Ep. 38 The Future of Elder Law Part 2 - One Solution, Financial Planning
Unlock the secrets to effective elder law and estate planning as we host Ian Weiner, a Certified Financial Planner, who shares his expertise on the critical risks of using templated legal documents and "do it yourself" financial advice. Discove...
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27:11
Ep. 37 Trends in Elder Law - What is Coming?
Discover the evolving world of estate planning and financial advising in our latest episode, featuring insightful contributions from Todd Whatley, the Elder Law Coach, and certified financial planner Ian Weiner. You won't want to miss Todd's ca...
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24:03
Ep 36 Maintaining Autonomy in Dementia: Navigating Guardianships and Powers of Attorney
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...
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27:19
Ep 35 Insights on Trustee Selection and Beneficiary Care with Samantha Shepherd
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 ...
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29:15
Ep 34 Mastering Elder Law: The Role of Irrevocable Trusts in Asset Protection and Medicaid Planning
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...
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20:03
Ep 33 Navigating the Complexities of Long-Term Care Policies for Estate Protection
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...
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22:23
Ep 32 Exposing the Truth About Financial Planning and Investment Strategies
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...
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38:22
Ep 31 Building a Sellable Law Practice: Even if you are not selling.
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...
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Episode 29
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22:08
Epi 28 An Interview with Ashley Sharek: How Coaching Changed and Grew Her Office
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...
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12:29
Ep 30 Advancing your Legal Career: The Certified Elder Law Attorney Path. Todd Interviews CELAs
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...
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29:03
Ep 29 Finding Fulfillment as an Attorney: Elder Law - Personal Anecdotes and Insights. Todd interviews CELAs
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 foun...
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32:07
Epi 27 Michael Wall from DocuBank
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 ...
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Episode 27
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24:28
Epi 28 Introduction to InterActive Legal Estate Planning Software
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 shou...
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Episode 28
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28:29
Epi 26 Revenue Ruling 2023-2 DON'T PANIC, It's OK.
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 A...
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Episode 26
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17:21
Epi 25 The Importance of the Healthcare Directive
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 S...
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Episode 25
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25:03
Epi 24 The Importance of the Advanced Directive
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 plannin...
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Episode 24
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25:03
Epi 23 Interview Techniques for a Client with Dementia.
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 ...
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Episode 23
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30:38
Epi 22 The Disabled Child Exemption to Gifting Penalties
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 intricacie...
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Episode 22
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25:57
Epi 21 Four Words to Help Get Your Client the Care They Need
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 th...
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Episode 21
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19:30