The Elder Law Coach
The Elder Law Coach
Todd Whatley
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.
How A Law School Elder Law Clinic Trains Practice Ready Attorneys (Plus other good stuff)
Send us Fan Mail We talk with Rima Nathan of Florida State University’s Claude Pepper Elder Law Clinic about training law students to serve older adults with skill, care, and clear ethics. We dig into financial exploitation, crypto scams, and dementia related capacity so we protect clients without rushing to guardianship. • running an elder law clinic that functions like legal aid for adults 60 and older • preparing young attorneys for client meetings involving incapacity, family confl...
Jun 4
30 min
Rule 1.14 And Dementia Clients
Send us Fan Mail We break down the 2026 update to Rule 1.14 and why a dementia diagnosis does not automatically mean a client loses the right to sign legal documents. We share real stories from nursing homes and hospitals, then translate the rule comments into practical steps that help clients keep as much autonomy as possible while we still manage risk and undue influence. • why presuming incapacity because of dementia violates ethical duties • how the renamed “decision-making l...
Jun 3
38 min
Trusts Elder Law Attorneys Actually (Should) Use
Send us Fan Mail Most lawyers can draft a trust. Far fewer can explain which trust actually solves a client’s elder law problem when dementia, long-term care costs, or Medicaid eligibility show up at the worst possible time. We get practical about what each major trust is designed to do, where the common misunderstandings start, and how to build estate planning that holds up under real pressure. We walk through the revocable living trust as the classic probate-avoidance tool and why it’s sti...
Apr 2
21 min
Ep. 63 Seven Steps To Run A High‑Closing Medicaid Meeting
Send us Fan Mail 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 • ana...
Dec 4, 2025
30 min
Ep 62 How Smart Homes, AI, And Telehealth Help Seniors Stay Independent
Send us Fan Mail We map the biggest 2025 trends helping older adults stay independent, from smart homes and AI wearables to telehealth, holistic wellness, and memory care training. Practical takeaways show how families and attorneys can plan for safer, calmer aging at home. • smart home controls for safety and routine • predictive AI wearables that flag infections early • telehealth workflows that speed access to care • holistic wellness across movement, sleep and nutrition • growth of memor...
Dec 3, 2025
16 min
Ep 61 Predatory Marriages Explained
Send us Fan Mail We unpack how predatory marriages target vulnerable seniors and why marriage rights can override estate plans. We share practical steps for attorneys and families to spot red flags, fortify documents, and protect assets before litigation becomes the only option. • definition and common scenarios of predatory marriage • key red flags including isolation and capacity changes • how elective share and joint accounts bypass wills • attorney duties around capacity and undue influe...
Dec 3, 2025
18 min
Ep 60 AI Changed Search; Your Marketing Must Too
Send us Fan Mail We map how AI and zero-click search are changing legal marketing, and we show a clear path from traditional SEO to answer engine optimization. We share practical steps to build Q&A content, apply FAQ schema, and earn citations that turn AI answers into paying clients. • why zero-click answers reduce site traffic • how answer engine optimization differs from SEO • building question-first content that AI can quote • using real client questions from workshops and intake • a...
Nov 12, 2025
11 min
Ep 58 Elder Law Myths, Debunked
Send us Fan Mail We lay out the biggest myths about elder law and show how a compassionate, human-centered practice can protect families from crushing care costs while giving attorneys more control and purpose. From Medicaid and VA benefits to avoiding guardianship and probate, we share practical paths to pivot and thrive. • elder law as more than simple estate planning • drafting with long-term care and incapacity in mind • Medicaid eligibility and ethical asset protection • VA benefits for...
Nov 12, 2025
13 min
Ep 59 Building the correct Avatar, Not Guesswork: Targeted Elder Law Growth
Send us Fan Mail Most elder law firms try to speak to everyone and end up convincing no one. We take you inside a practical, field-tested approach to defining three high-value audiences—seniors, adult children, and caregivers—and crafting messages and channels that meet each where they already are. Seniors want independence, asset protection, and clarity about Medicaid and probate. Their adult children want quick answers, financial safety for mom and dad, and easy ways to take action. Caregiv...
Nov 12, 2025
17 min
Ep 57 Learn The Essentials To Build, Price, And Market A Sustainable Elder Law Practice
Send us Fan Mail We share a step‑by‑step path to launch and grow an elder law practice, from education and mentorship to marketing that actually reaches seniors and their families. Along the way, we explain flat fees, specialization, and why calm counseling wins more trust than courtroom swagger. • choosing elder law for meaningful, non‑adversarial work • compressing years of learning with coaching and mentorship • building forms, processes and clear timelines • marketing to seniors with tal...
Nov 12, 2025
24 min
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