.jpg)
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.
The Elder Law Coach
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 intricacies that you must be aware of when discovering this information and using this to help the client and the disabled child. Today, Todd talks about the meeting tactics when you discover this and how to get the family to hire you to help them through this seemingly easy exemption that is riddled with potential problems.
Listen today to learn about a powerful tool you can use to help clients and their children and how to present it so you can get hired.
Check out our new website www.TheElderLawCoach.com.