Doug and Tina invited speakers to Lawyers with Purpose TAPER 2025
We’re honored to announce that Doug and Tina have been invited to speak at the Lawyers With Purpose TAPER 2025 event, a national gathering of leaders in elder law and estate planning.
Doug and Tina’s back-to-back invitations to speak at the Lawyers With Purpose event—last year and again this year—are more than honors; it’s a reflection of the deep trust and respect they’ve earned within the elder law community. We’re proud to share this milestone with our clients and prospective clients, as it speaks to the experience, leadership, and unwavering dedication that define Elder Advisors Law.
Taking place this October in Pittsburgh, TAPER—The Annual Practice Enhancement Retreat— is a gathering of dedicated elder law and estate planning professionals committed to building practices that serve with purpose, clarity, and heart.
This year’s theme, “Purpose Reimagined: Reclaim Your Why. Redefine Your How,” resonates deeply with our mission at Elder Advisors Law. We believe that elder law is not just about legal documents—it’s about protecting dignity, empowering families, and crafting legacies that reflect love, resilience, and hope.
What Doug and Tina Will Be Sharing
Securing Your Wealth: Strategies for Funding an Enhanced Asset Protection Trust
Doug and Tian will delve into quick tips for distinguishing between qualified and non-qualified accounts, pinpointing their placement on the funding table, and discerning which accounts necessitate owner versus beneficiary changes. Witness an illuminating example of a letter of instruction, meticulously designed to guide clients through bank or credit union interactions with confidence, supported by a copy of the Certificate of Trust. Gain invaluable insight into effectively communicating this process to clients, empowering them to navigate financial decisions with clarity and assurance.
Why This Matters
At Elder Advisors Law, we’re passionate about helping attorneys move beyond transactional models and into transformative relationships with their clients. TAPER is the perfect space to share that vision, learn from others, and co-create the future of elder law.
