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Santa Fe Estate Planning Council 2017 Seminar with Valerie Peterson

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La Fonda on the Plaza

100 East San Francisco Street

Santa Fe, NM 87501

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Valerie Peterson has been with ElderCounsel since its beginning in January 2008. In addition to serving as CEO, sets the curriculum for ElderCounsel’s education conferences and serves as instructor in several courses, including the Elder Law Immersion and Practice Building Camp. Valerie has taught for NAELA, the Academy of Veterans Pension Planners (AVAPP), and for various state bar associations on topics pertaining to Elder Law, Special Needs Planning and Veterans Benefits. A litigator for several years after law school, Valerie decided to focus her practice on elder law after she experienced firsthand the challenges of caring for an elderly loved one. While practicing in Florida, Valerie served as President of the Society of Financial Service Providers, Dade County, and on the Board of Directors of the Academy of Florida Elder Law Attorneys. In January 2012, Valerie was hired by Stetson University Law School as an adjunct professor to teach the Veterans Benefits course to Elder Law LL.M. students.

Presentation topics include:

  • Defining "Elder Law"

  • Opportunities in this area, why it takes a team for proper planning

  • Challenges facing seniors and their families

  • Helping seniors solve the problem of finding and paying for care

  • Medicaid vs. Medicare

  • Qualifying for Medicaid - the general rules

  • Planning Strategies - crisis cases and proactive planning include use of irrevocable trusts

  • Helping wartime veterans and their surviving spouses - Veterans Pension Planning

  • Qualifying for VA pension benefits - the general rules

  • Planning strategies to qualify for VA pension benefits

  • Putting it all together - an overview of 3 client case studies

Date and Time

Location

La Fonda on the Plaza

100 East San Francisco Street

Santa Fe, NM 87501

View Map

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