Master Medicaid. Transform Your Practice.
Date: February 20-22, 2026 | Location: Bentonville, AR
Thursday February 19th, Cocktail Reception 6:30pm - 8:00 pm The Motto
Click a Day to View Time Blocks and Topics
8:00 AM – 9:00 AM
Welcome & Event Overview
● Introduction to Elder Law & Estate Planning
● What to expect from the weekend
● Setting personal and business goals
9:00 AM – 10:30 AM
The Big Picture and Medicaid Basics
● The Big picture
● Basic Medicaid Rules
● Income Rules and Miller Trusts
10:30 AM - 10:45 AM
Break - Q and A
10:45 AM – 12:30 PM
Spousal Planning
● Spousal Income
● Assets
12:30 PM – 1:00 PM
Lunch & Annuities with Ashber
1:00 PM – 3:30 PM
Single Planning and Gifts
● Single Planning specifics
● Annuities and Promissory Notes
● Gifting and The Golden Formula
3:30 PM – 3:45 PM
Q&A with Todd Whatley/Break
3:45 PM – 5:00 PM
Medicaid Lecture Wrap-up
● Real Estate planning
● Caregiver Agreement
● Interactive case studies: Applying Medicaid rules to real-world scenarios
● Group discussions and troubleshooting complex cases
Morning Session:
Estate Planning Foundations & Strategies
8:00 AM - 8:30 AM
Breakfast and Informal Q and A with Todd
8:30 AM - 10:00 AM
Fact Patterns
● Fact Patterns easy to medium
10:00 AM – 12:00 AM
More Fact Patterns
● Fact Patterns medium to hard
12:00 PM – 12:30 PM
Lunch
2:30 PM – 2:00 PM
Advanced Estate Planning – Asset Protection Trusts
● Pre-planning with Trusts
● Introduction to the Asset Protection Trust
2:00 PM – 2:15 PM
Break & Networking
2:15 PM – 3:45 PM
Break & Networking
● Special Needs Trusts
● Planning for high-net-worth clients
● Avoiding estate recovery & probate issues
3:45 PM – 5:00 PM
Office Procedures
● Intake
● Closing with Confidence
5:00 PM – 6:00 PM
Q and A with Todd
6:00 PM
Dinner on your own
Morning Session:
Practical Application & Business Development
8:00 AM – 9:30 AM
The Business Side of Elder Law
● The Business side
● Pricing Strategies That Maximize Revenue
● Common Objections to Estate Planning & How to Sell Trusts
● Building a sustainable referral network
● Nursing home contract issues (responsible party and arbitration)
9:30 AM – 10:30 AM
Marketing Mastery for Elder Law Attorneys
● Website & lead generation strategies
● Social media & content marketing that converts
● Using webinars & seminars to attract ideal clients
● How to get others to pay for your marketing
10:30 AM
Pono Ventures - Marketing in 2025
11:00 AM - 12:00 PM
Building Your 90-Day Execution Plan
● The Launchpad
● Creating an action plan for immediate success
● Setting measurable goals for revenue growth
● Accountability & follow-up strategies
12:00 PM – 12:30 PM
Final Q&A & Closing Remarks with Todd Whatley
● Next steps for implementation
● How to schedule phone calls with Todd and the Team
Apply now to join Todd Whatley’s intensive Medicaid training and walk away with the skills, confidence, and systems to grow a more efficient, profitable Elder Law practice. Enrollment is limited to 15 attorneys — don’t wait.
