MELBOURNE, FL (Law Firm Newswire) October 27, 2014 — InterActive Legal™, publisher of the flexible and intuitive Wealth Transfer Planning™, authored by Jonathan G. Blattmachr and Michael L. Graham, has released the latest edition of its planning solution for attorneys who practice Elder Law, Elder Law Planning™ 2.0 (ELP 2.0).
This release features a large array of useful, thoughtful and effective tools to handle Elder Law engagements that involve both crisis and advanced planning. Included in this offering are:
- 1. Improved Medicaid qualification and asset protection analysis
- 2. Client communication letters including documents designed to share proposals for legal strategies
- 3. A comprehensive set of trusts and other legal agreements specifically designed for use in elder law
- 4. A variety of elder law practice management tools such as intake forms and clear client communication presentations
Conceived, Developed and Supported by Recognized, Accomplished Elder Law Experts:
ELP 2.0 is created with guidance from distinguished colleagues such as Stephen J. Silverberg, Esq, CELA, CAP, and Letha Sgritta McDowell, CELA as well as our Elder Law Content Editors and Senior Application Developers Nicholas D. Finke, Esq. and Michael Rivero, Esq.
One highlight of this release is the Client Proposal Letter which details the attorney’s asset protection strategy in a manner that clients can understand. Another is a series of worksheets, specifically designed to allow the attorney and staff to easily organize and track the complex, time-consuming task of managing information of a Medicaid case.
Available worksheets include: Client Data, Income/Asset, Medicaid Eligibility, Transfer/Spend-down, and Medicaid Application. Each worksheet allows the practitioner and staff a way to identify and follow a specific portion of the Medicaid eligibility process.
Designed to Meet Today’s Competitive Challenges:
The system allows an elder law attorney to meet competition from other Medicaid planners, whether attorneys or not, because ELP 2.0 provides the ability to delegate certain document duties to staff, while maintaining attorney control of the results. ELP 2.0 assures high quality legal work while economizing, lessening costs and passing those time and cost savings to clients. This new release will also greatly ease the transition by Estate Planning Attorneys into Elder Law.
State-by-State Medicaid Strategies:
With our software and support, our subscribers will have access to the latest Medicaid strategies available together with assistance in using them. With the software’s abilities to provide practitioners with current income caps and state asset limits, Elder Law practitioners can much more easily structure a plan.
InterActive Legal is committed to the evolving nature of Medicaid planning.
Visit www.InteractiveLegal.com to become a subscriber to ELP 2.0, and with it, an active participant in our community including forums, webinars, top of the line training and support. Also, connect with us on LinkedIn, Facebook and Twitter for blogs, Elder Law and Estate Planning forum topics and more.