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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
• analyzing and explaining the Medicaid plan
• using whiteboards and checklists to simplify
• closing on net savings after fees
• Miller Trust tips for income cap states
• using a free intake toolbox to streamline

Email Trisha@TheElderLawCoach.com and tell her you want the initial meeting toolbox that Todd talked about

Check out our new website www.TheElderLawCoach.com.

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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 memory care with staff-wide training
• benefits of intergenerational living for all ages
• senior-friendly public spaces and housing options
• pathways for seniors to stay in the workforce
• resources for coaching and practice growth

Please go to the theodorlawcoach.com and you can learn about a lot of our our services
We will be sending out emails and different things announcing that
Email us Todd at the Elderlawcoach.com. Also include Trisha, T-R-I-S-H-A, at the Elderlawcoach.com
Visit www.theelderlawcoach.com

Check out our new website www.TheElderLawCoach.com.

Send us a text

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 influence
• proactive planning with trusts, POAs, and directives
• family involvement and oversight after late-life marriage
• why DIY documents fail under court scrutiny
• timing and documentation to validate capacity at signing

You can always call the office at 479-601-4119. Visit www.theelderlumcoach.com to learn about Todd’s coaching program.

Check out our new website www.TheElderLawCoach.com.