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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.
Podcasting since 2020 • 57 episodes
The Elder Law Coach
Latest Episodes
Epi 54: Breaking Silos: How Attorneys and Financial Advisors Can Transform Client Experience
Todd Whatley reveals the transformative power of attorneys and financial advisors working side-by-side to provide comprehensive elder law services that truly meet clients' needs. Drawing from 25 years of experience and recent success implementi...
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18:44
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Epi 53: Business Valuation Surprises: The $15 Million Estate Tax Oversight
Analyzing a real client case reveals how proper business valuation prevented millions in estate tax liability for a family business succession plan. • Late 70s couple with three children (one running the family business) needed tru...
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25:33
Epi 51: When To Use (And When NOT To Use) Irrevocable Trusts For Your Clients
Todd Whatley tackles the complex topic of irrevocable trusts in elder law practice, focusing primarily on Medicaid Asset Protection Trusts and when they're appropriate for clients. He draws on personal experience to provide practical guidance o...
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30:30
Epi 50: Navigating Dementia: Legal Rights and Client Capacity
Elder law attorneys regularly encounter clients with dementia, yet many misunderstand that a diagnosis doesn't automatically prevent someone from signing legal documents. Todd Whatley explains when and how individuals with dementia can execute ...
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24:39
Epi 49: The Trustee Dilemma: Family vs Commercial Fiduciaries
Todd Whatley continues his trust-focused discussion by exploring the critical yet often overlooked process of trustee selection. He examines why this decision deserves more attention than the typical "oldest child" default approach, emphasizing...
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21:22