The Advanced Institute is Back

Jul 18, 2022
Attorney pointing to convention crowd; the advanced institute is back

The Estate Planning Source, an organization I have been affiliated with for many years, has undergone some challenges lately in addition to the COVID issues facing every other business. With the purchase of the business finalized in May by long-time employee Bobbie Setser, the organization is holding their first Advanced Institute since October of 2019. So the week of September 19-21, 2022, I will be in Green River, Wyoming.

In addition to the usual education and exchange of techniques with fellow attendees, I will have the opportunity to teach a section on "5 Medicaid Planning Techniques to Save the Family Fortune: With all of the myths, folk remedies, and outright misinformation out there, knowing these techniques can help you stand out among your clients and their friends and family members." With inflation likely to disproportionately impact long term care costs, the need for effective planning is more important than ever.

Because I am scheduled to teach this important topic, I will be doing several videos and articles on Medicaid and long term care planning. In addition, I will hopefully have a few videos in September and October recorded on location in Wyoming. Please let us know if you have any questions about Medicaid planning or financing long term care that we can address in the upcoming content. In addition, I have also lowered the price of the online Medicaid Planning course at, and there is a free webinar at




Estate Planning Playlist:

Medicaid Planning Playlist:

Special Needs Estate Planning Playlist:

Professional Series Playlist:

Financial and Insurance Planning Playlist:



Medicaid Planning Webinar.  FREE WEBINAR.  When it comes to Medicaid Planning, there is little room for mistakes and hardly no forgiveness for incorrect moves (at least without expensive court intervention). In this free webinar, I review the ten biggest Medicaid Planning mistakes people make.

Special Needs Planning Webinar.  FREE WEBINAR. There are very few areas of estate planning more fraught with risk than trying to plan an inheritance for a special needs beneficiary… if you don’t know the basics. In this free webinar, I go through the myths, goals, and proper techniques in estate planning for a beneficiary with special needs.

Trust Funding Webinar.  FREE WEBINAR.  It’s not enough to just have a revocable living trust and not ensure that your assets are coordinated with it to avoid probate. It’s like having the world’s best suitcase for your dream vacation, but failing to pack everything you need. In this webinar, I break down the biggest “trust funding fails” I have seen in my legal career. Trust funding doesn’t have to be a complicated mess when you know the basics and reasoning behind the different techniques.

Estate Crash Course.  What is probate? What’s the difference between a Will and a Revocable Living Trust? What are the big decisions I need to make? There’s a lot of information, misinformation, and folk remedies out there, but I cut through all of that to explain the basics of estate planning in plain English, long before you step foot into the attorney’s office to work on your specific goals and objectives.

VA Pension Crash Course.  One of the least known, least utilized benefits available to senior veterans is the Veterans Pension Benefit. This course reviews the ins and outs of the benefit, who it is meant to help, and the all-important four big tests to qualify.

The Six Keys to Successfully Planning Your Estate.  Get organized in planning your estate through this FREE REPORT before you start spending hundreds of dollars an hour with an attorney.








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