Why Elder Law Is Your Next Big Opportunity


Episode Summary:

During Estate Planning Awareness Week 2017, Insight Briefs takes a look at a niche market opportunity that every estate planning attorney should know about. Elder law presents an invaluable opportunity to meet the needs of aging clients and puts meaningful plans in place to serve this growing and underserved market. This practice area can be both personally rewarding in its ability to positively impact families and professionally rewarding in growing your client base.

Listen as Valerie Peterson, JD and Chief Executive Officer of ElderCounsel, and host Patrick Carlson, JD, LLM, discuss the unknowns of—and misconceptions about—elder law and how you can incorporate it into your practice.

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Valerie Peterson

About The Guest:

Valerie is the Chief Executive Officer of ElderCounsel, LLC. Before joining ElderCounsel, Valerie practiced law in Miami and Ft. Lauderdale where she was the owner of Peterson Law Office, P.A., and later Fisher & Peterson, P.C., a firm specializing in the areas of elder law and estate planning.

In addition to serving as CEO, Valerie is also an instructor for several ElderCounsel educational courses, including the Elder Law Immersion and Practice Building Camp. Valerie has also taught for the National Academy of Elder Law Attorneys (NAELA), the Academy of Veterans Pension Planners (AVAPP), and for various state bar associations and estate planning councils.

Episode Details

Episode Key Points:

(0:30) What is elder law?

(01:20) What are the common misconceptions about elder law?

(05:10) What are some common reasons attorneys get into elder law?

(07: 50) How do you build a client base in elder law?

(10:20) What is your advice to attorneys who are thinking about adding elder law to their practice?

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Episode Takeaways:

Estate planning attorneys can extend their planning to serve their aging clients' immediate needs. Create lasting relationships and meet your revenue goals by adding elder law to your practice. Learn more from Valerie Peterson. Check out her Symposium 2017 presentation, "On Golden Pond: Putting Meaningful Plans in Place for Seniors."

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