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The Elder Law Coach

Todd Whatley
Elder Law
Estate Planning
Dementia
Medicaid
Guardianship
Probate
Power Of Attorney
Digital Assets
Financial Exploitation
Financial Planning
DIY Estate Planning
Revocable Living Trust
Beneficiary Designations
Elder Abuse
Client Experience
Client Communication
Legal Advice
Okrs
Special Needs Trust
Trustworthy

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 an... more

PublishesDailyEpisodes58Founded5 years ago
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Artwork for The Elder Law Coach

Latest Episodes

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Ever wondered if there's a faster way to master elder law without years of costly mistakes? In this episode, Todd Whatley unveils his groundbreaking Transformational Weekend Summit, a revolutionary program designed to compress what ty... more

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Todd Whatley reveals the transformative power of attorneys and financial advisors working side-by-side to provide comprehensive elder law services that truly meet clients' needs. Drawing from 25 years of experience and recent success ... more

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Analyzing a real client case reveals how proper business valuation prevented millions in estate tax liability for a family business succession plan. 

• Late 70s couple with three children (one running the family business) needed trus... more

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Predatory marriages target vulnerable seniors for financial gain, creating devastating consequences that override estate plans and disinherit children. Todd Whatley explores this emotionally charged, legally complex issue affecting an... more

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Recent Guests

Leslie Albrecht
Elder abuse expert and former investigator of the San Diego Elder Abuse Unit
Episode: Ep. 48 Uncovering Elder Abuse: Insights and Solutions with Leslie Albrecht
Nathaniel Robinson
CEO of Trustworthy
Trustworthy
Episode: Ep. 47 Simplifying Family Document Chaos with Trustworthy CEO Nathaniel Robinson

Host

Todd Whatley
Todd Whatley is a Certified Elder Law Attorney with over 22 years of experience. He is passionate about educating attorneys in elder law practices, helping them better serve their clients. He also shares personal insights and experiences from his own legal practice, emphasizing the importance of legal ethics and effective planning in elder law.

Reviews

5.0 out of 5 stars from 10 ratings
  • Finding Fulfillment in Elder Law

    The episode on Finding Fulfillment in Elder Law provided a profound perspective on the deep, personal impact lawyers have on lives, especially within the realm of Elder Law. It opened my eyes to the extent of involvement and influence a lawyer can have in a person's life journey. A truly enlightening listen for anyone connected to the legal field.

    Apple Podcasts
    5
    Code: RO1932 Free ride
    United States2 years ago
  • Todd answers the questions people ask over and over. He explains how to help your clients and help you and them keepMore money.

    Audible
    5
    itsmedave
    United States3 years ago
  • Clear and to the point

    Todd answers the questions people ask over and over. He explains how to help your clients and help you and them keepMore money.

    Audible
    5
    itsmedave
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the insights shared by Todd Whatley, particularly in the discuss of complex elder law topics.
Audience members find the discussions enlightening and valuable for both new and experienced attorneys.

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Talking Points

Recent interactions between the hosts and their guests.

Ep. 47 Simplifying Family Document Chaos with Trustworthy CEO Nathaniel Robinson
Q: How are other attorneys using this? Or what are some interesting ways that this is being used?
Estate planning attorneys use Trustworthy to add value to their client experience by delivering important estate planning documents and creating a collaborative system for clients.
Ep. 47 Simplifying Family Document Chaos with Trustworthy CEO Nathaniel Robinson
Q: What exactly does Trustworthy do?
Trustworthy provides a safe, easy, modern way to store, access, and share important family information with loved ones and advisors.
Ep. 48 Uncovering Elder Abuse: Insights and Solutions with Leslie Albrecht
Q: What can you do for us as attorneys if we see elder abuse?
You can reach out for training and support, and I can assist with investigations if needed.
Ep. 48 Uncovering Elder Abuse: Insights and Solutions with Leslie Albrecht
Q: What are some signs, I mean, as attorneys, since this podcast is going out toward attorneys, what are things that we need to be looking for?
Pay attention to seniors who appear nervous and do not speak freely in front of accompanying family members.
Ep. 48 Uncovering Elder Abuse: Insights and Solutions with Leslie Albrecht
Q: So how would you define elder abuse?
Elder abuse is a crime perpetrated against a senior, often encompassing financial exploitation.

Audience Metrics

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Frequently Asked Questions About The Elder Law Coach

What is The Elder Law Coach about and what kind of topics does it cover?

The content focuses on various aspects of elder law, encompassing topics such as estate planning, financial advising, and the ethical considerations surrounding elder care. Discussions often highlight the intricacies of maintaining client autonomy while ensuring their protection within the legal framework. Notable themes include the impact of dementia on legal competency, the potential threats of predatory marriages, and the necessity of strategic planning to avoid probate issues. The podcast seeks to empower legal professionals by sharing practical advice and personal anecdotes that reinforce the importance of collaboration and proactive planning in elder law practices, ultimately aiming to enhance the quality of service offered to seniors... more

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Which podcasts are similar to The Elder Law Coach?

These podcasts share a similar audience with The Elder Law Coach:

1. Elder Law Growth Podcast
2. Aging Starts Now
3. ACTEC Trust & Estate Talk
4. Serialously with Annie Elise
5. 20/20

How many episodes of The Elder Law Coach are there?

The Elder Law Coach launched 5 years ago and published 58 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Elder Law Coach?

Recent guests on The Elder Law Coach include:

1. Leslie Albrecht
2. Nathaniel Robinson

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