Join us on Wednesday, February 18th at noon eastern for tips on how to pinpoint which of your clients would benefit most from traditional estate planning, and who would be a better fit for elder law planning/ asset protection planning.  It can be difficult to determine when families should start looking at an asset protection trust with a focus more on retention than growth - and getting the timing right is crucial for the best outcome for your client.  Attorney Todd Whatley, CELA, will be leading us through the key things to look out for such as your client's stage of life, assets, and their plans for long term care should the need arise.

 

With over 20 years of experience in elder law, and more than 15,000 client meetings, Todd Whatley has a wealth of knowledge and experience in determining the best planning routes for his clients.  Over the years he has guided thousands of families through essential planning, from powers of attorney to complex Medicaid and asset protection strategies.  As a Certified Elder Law Attorney, Todd has served on the Board of Directors of the National Elder Law Foundation (NELF) and later held the position of President.  Today, he leads Generations Legal Group and provides education and coaching for estate planning and elder law attorneys.  

 

We hope you can join us for this educational opportunity to help more easily pin down which families need to start asset protection planning to benefit them the most.