The Elder Law Coach

Todd Whatley
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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.

  1. 27 SEPT

    Ep. 39. Spotting Trust Mistakes: Identifying Two Key Errors That Convert Clients

    Send us a textDo 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 protect your clients' interests with insights from Todd Whatley, a veteran in elder law. Discover why Todd advocates for creating new trusts over amending old ones and learn how this approach can safeguard assets from bankruptcy, divorce, lawsu...

    15 min

  2. 22 JUL

    Ep. 38 The Future of Elder Law Part 2 - One Solution, Financial Planning

    Send us a textUnlock 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. Discover why DIY and advisor-mediated estate plans often fall short and how improper documentation can lead to serious consequences. Ian and Todd Whatley expose the ethical concerns of financial advisors inflating legal service costs and stress t...

    27 min

  3. 22 JUL

    Ep. 37 Trends in Elder Law - What is Coming?

    Send us a textDiscover 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 candid apology for the delay in new episodes as he commits to more frequent and valuable content. Ian takes us through the types of financial advisors, emphasizing the fee-only model and the industry's shift towards comprehensive financial p...

    24 min

  4. 30 MAR

    Ep 36 Maintaining Autonomy in Dementia: Navigating Guardianships and Powers of Attorney

    Send us a textDiscover 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 how a dementia diagnosis impacts legal capacity and the crucial steps to maintain control over personal affairs. This episode unravels the ethical imperatives entwined with preserving one's independence, addressing the invasive nature of gua...

    27 min

  5. 9 MAR

    Ep 35 Insights on Trustee Selection and Beneficiary Care with Samantha Shepherd

    Send us a textEmbark 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 trust management through the lens of Samantha's admirable mission to provide fiduciary services rooted in compassion—a calling that came to fruition amid the unpredictability of a global pandemic. Her stories of navigating the creation of ...

    29 min

  6. 24 FEB

    Ep 34 Mastering Elder Law: The Role of Irrevocable Trusts in Asset Protection and Medicaid Planning

    Send us a textEmbark 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 illuminate the path for safeguarding your clients' assets from Medicaid, while carefully considering the irreversible sacrifices that come with it. You'll gain insights into the delicate balance of asset protection, especially when handling family...

    20 min

  7. 29 JAN

    Ep 33 Navigating the Complexities of Long-Term Care Policies for Estate Protection

    Send us a textUnlock 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 likelihood of needing long-term care, and how do traditional and hybrid policies stack up? Bill brings years of expertise to the table, offering a deep dive into the evolution of the industry and the strategic move towards hybrid models. Prep...

    22 min

  8. 21 JAN

    Ep 32 Exposing the Truth About Financial Planning and Investment Strategies

    Send us a textUnlock 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 this can impact the advice you trustingly follow. Our revealing discussion traverses the terrain of broker-dealers versus registered investment advisors, giving you an exclusive insider's perspective on the roles that shape these institutions...

    38 min
See All (43)

About

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.

Information

  • Creator
    Todd Whatley
  • Years Active
    2021 - 2024
  • Episodes
    43
  • Rating
    Clean
  • Copyright
    © 2024 The Elder Law Coach
  • Show Website
    The Elder Law Coach

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