Send us a text We share a seven-step intake method that turns stressed family stories into a clear Medicaid plan, backed by simple tools that raise trust and close rates. From appreciation to a confident close, we show how to ask, verify, and present value with precision. • leading with gratitude to set tone • letting clients talk to build trust • drilling down on status of care, assets, income • summarizing facts and confirming in writing • setting fee ranges tied to value protected • analy...
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Send us a text We share a seven-step intake method that turns stressed family stories into a clear Medicaid plan, backed by simple tools that raise trust and close rates. From appreciation to a confident close, we show how to ask, verify, and present value with precision. • leading with gratitude to set tone • letting clients talk to build trust • drilling down on status of care, assets, income • summarizing facts and confirming in writing • setting fee ranges tied to value protected • analy...
Ep. 43 Expanding Your Practice with Special Needs Trusts
The Elder Law Coach
25 minutes
1 year ago
Ep. 43 Expanding Your Practice with Special Needs Trusts
Send us a text In this episode, we explore the vital role of special needs trusts in elder law, discussing their importance for families and how attorneys can incorporate them into their practices. With practical marketing strategies and insights, listeners learn how to serve this unique community effectively. • Understanding the significance of special needs trusts • Navigating client needs in the realm of elder law • The impact of financial advisors and CPAs on trust planning&n...
The Elder Law Coach
Send us a text We share a seven-step intake method that turns stressed family stories into a clear Medicaid plan, backed by simple tools that raise trust and close rates. From appreciation to a confident close, we show how to ask, verify, and present value with precision. • leading with gratitude to set tone • letting clients talk to build trust • drilling down on status of care, assets, income • summarizing facts and confirming in writing • setting fee ranges tied to value protected • analy...
