Protect & Profit
Every missed Medicaid planning opportunity costs you.
The price of not knowing:
Revenue, Relationships, and Liability.
This type of planning is hiding inside the routine estate plans you already handle, and you may not even recognize it. Protect & Profit helps you spot it and keep it.
A done-with-you program that helps estate planning attorneys add Medicaid protection planning, compliant Asset Protection Trusts (MAPTs), to the practice they already run.
with Danielle M. Pierce, Esq.
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15
Years practicing estate & elder law
Every week
MAPTs drafted and funded in her own firm
Solo & small firm
Built from a practice like yours
Peer-tested
By attorneys already implementing it
Meet your instructor
Taught by a practicing attorney, not a guru
I’m Danielle M. Pierce, Esq., an estate planning, asset protection, and elder law attorney with nearly 15 years of experience. I practice Medicaid protection planning, including drafting and funding Asset Protection Trusts, for real families every month, and I teach it exactly the way I do it in my own practice.
“This should be a requirement for every estate planning attorney.”
— Maryann B.
Where it goes today
Right now that work goes three places, and none of them is your firm
Every week, families walk through your door who need more than a will and a revocable trust. They need their home and their savings protected from long-term care. Wherever that work goes, it costs you three ways.
Revenue.
You refer it out to a Medicaid specialist who collects the $8,000 to $12,000+ fee, or it never gets billed at all because it stays buried in a routine estate plan.
Relationships.
Families go back to whoever handled their most meaningful planning. Send it out and you train your client to see someone else as their real lawyer.
Liability.
An estate plan that ignores long-term care can leave the family exposed, and leaves you quietly carrying the risk for incomplete advice you were not equipped to give.
Do this work right and you fix all three at once. You keep the fee, you keep the client, and you protect both the family and your practice. Here is how.
The promise
Stop turning away families who need you, and start confidently closing $8k to $12k Medicaid protection planning engagements from your existing client base within 90 days, without risking compliance or compromising your existing practice.
Is this you?
Who Protect & Profit is for
If clients are already asking how to protect the house and their savings from a nursing home, and you are not always sure how to answer, this is built for you.
This is for you if…
- ✓You're a solo or small-firm estate planning attorney who drafts wills and revocable trusts
- ✓You're referring this work out, avoiding it, or leaving it on the table
- ✓You don't have a Medicaid background and want to learn what's at risk and how to have that conversation
- ✓You're open to a safe, done-with-you way to add it, without a whole new practice area
This isn’t for you if…
- ×You already handle Medicaid MAPTs and/or crisis planning
- ×You don't do estate planning at all
- ×You want a fully hands-off, do-it-for-me service
- ×You aren't willing to implement what you learn
Your numbers, live
See what it’s costing you
These start as averages. Change any number to match your practice and watch it update.
Many attorneys are surprised to find six figures a year already sitting in their existing client base.
MAPT candidates already in your base
30
clients over 55 or with aging parents — updates as you type
Revenue walking out the door
Return on program investment (on referred-out work alone)
19.2x
1 completed MAPT engagement pays back the entire program.
*Illustration based on the current program price.
Not ready to talk yet?
Get the “What Do I Say?” conversation guide
Enter your email and I’ll send you the one-page conversation guide: exactly what to say when a client asks how to protect their home and savings from a nursing home.
Why I built this
I built Protect & Profit because I love this area of law and I have seen what it does, for families who are able to keep their homes and savings, and for the attorneys who finally feel confident adding it. I sat through too many trainings that were dry, too theoretical, and impossible to actually use. So I built the program I wished I’d had: taught step by step, in plain language, by someone who does this work, so you can put it to use the next day.
Danielle M. Pierce, Esq.
The system
Protect & Profit closes the gap
It is a practical, step-by-step system for Medicaid pre-planning that works inside the estate planning practice you already run. It shows you where the opportunities already are, how to have the conversation without scope creep, and how to deliver the work profitably and compliantly. It runs on four steps we call the STEP framework: Scope, Transition, Execute, and Price.
S · Scope
Safe Scope. Know exactly when a MAPT fits and where your lane ends, so you never wander into eligibility work you do not want.
T · Transition
Conversation Architecture. Word-for-word scripts to raise Medicaid risk and move a client from concern to the engagement, without sounding like a salesperson.
E · Execute
Compliant Implementation. Drafting templates, funding checklists, and a documentation playbook that protect your practice and your file.
P · Price
Profitable Packaging. The pricing models and value language to command $8,000 to $12,000+ fees with confidence.
Built on the federal Medicaid framework, so it works in all 50 states, with a state-by-state reference guide. Not a state-specific program.
What you walk away with
In 90 days, you’ll be able to
- ✓Spot MAPT-eligible clients you already have
- ✓Draft and fund fully compliant MAPTs
- ✓Raise Medicaid issues without alarming clients
- ✓Add a premium service, with no new practice area
- ✓Protect yourself with airtight documentation
- ✓Systematize the work from intake through execution
The curriculum
The 8-module MAPT Mastery path
Each module is 40 to 60 minutes of tactical instruction you can watch that week and use the next day.
Module 1
The Missing Piece in Estate Planning
Why elder law knowledge is no longer optional for estate planners. See exactly where your current clients are quietly exposed to long-term care risk today.
Module 2
Medicaid Eligibility Decoded
Learn which assets are at risk of nursing home spend-down and which are protected. Understand the timing rules and the look-back so you know when planning still works.
Module 3
How to Spot a Pre-Planning Client
See the long-term care exposure hiding inside routine estate plans, before a crisis hits. Know the red flags that tell you a MAPT belongs on the table.
Module 4
The Client Conversation Roadmap
Guide the long-term care conversation with clarity and confidence. Know what to say, what not to say, and how to move a client from concern to a plan without scope creep.
Module 5
MAPT Drafting & Funding
Take a Medicaid Asset Protection Trust from structure all the way to implementation. Draft and fund it correctly so the protection actually holds.
Module 6
The Legal Safety Net
Avoid the pitfalls that lead to bar complaints and malpractice exposure. Protect your client, your file, and your license at every step.
Module 7
Positioning, Packaging & Pricing MAPTs
Position MAPTs as planning, not an upsell, and package them within the estate plan. Price the work with confidence and communicate your fees clearly.
Module 8
Beyond the Program
Build a repeatable MAPT workflow into your practice so it becomes a system, not a one-off. Includes real-life scenarios and a mock consultation so you see it done start to finish.
What’s included
Everything you get, and what it’s worth
- The 8-Module MAPT Mastery CurriculumTactical, plain-English training across the full path above.$3,500
- Live Weekly Implementation Labs (8 weeks)Eight core weeks, with a bonus of four additional weeks. Bring a real file and architect the MAPT together.$5,000
- The MAPT Conversation Script LibraryWord-for-word scripts for raising Medicaid risk and closing the engagement.$1,200
- MAPT Drafting & Funding ToolkitTemplates, checklists, intake tools, and engagement language.$2,500
- The Red Flag Client Assessment ToolA 90-second intake diagnostic that flags hidden MAPT opportunities.$500
- Compliance & Documentation PlaybookProtocols, file memos, and risk-mitigation language.$1,800
- Private Attorney-Only CommunityOngoing access to Danielle and a working peer group. No expiration.$1,500
Plus these bonuses
- Q&A Calls (4 weeks)Continued case review and support across the four bonus weeks, for a total of 12 weeks.$2,000
- The $10k MAPT Engagement PackagePricing language and positioning to sell MAPT work at premium fees.$1,200
- Recorded Mock Client ConsultationWatch a real MAPT consultation from first risk conversation to close.$750
- Ethics & Client Protection ToolkitCapacity checklists, sample disclosures, and client objection-and-response scripts to keep you ethically covered.$800
What attorneys are saying
Real words from real attorneys
Maryann B.
Estate planning attorney
“Something told me to at least do robust powers of attorney for an 82-year-old client with millions in assets but no plan. Two months later his daughter called. He’d been diagnosed with dementia. Because of this class, I knew my old power of attorney wasn’t enough. What we saved that family, a conservatorship, hundreds of thousands of dollars, the stress, isn’t even quantifiable.”
Maryann B.
“I'm keeping the clients. I'm not referring people out anymore.”
Deborah V.
“That was a giant aha moment for me. I hadn't thought about it as protection for my own liability before.”
Arzoo C.
“I feel more confident talking about it, giving advice on the look-back period and what clients really need to consider.”
Trisha M.
“You didn't just jump in with 'here's a video.' You fed it little by little. The way you organized it was fantastic and really helpful.”
Maryann B.
“I printed out all your resources and had my staff put them in a binder with dividers. It's like my go-to Bible for Medicaid.”
Deborah V.
“It's a win-win. If you miss addressing this, it's a liability. If you address it and draft, you have another client plan.”
“You didn’t just jump in with ‘here’s a video.’ You fed it little by little. The way you organized it was fantastic and really helpful.”
— Trisha M.
Why this, over anything else
What makes Protect & Profit different
A peer, not a guru
Built and taught by a practicing estate planning attorney. Everything in it is what Danielle actually does in her own practice.
A process, not a lecture
You run a repeatable four-step system, Scope, Transition, Execute, Price. You do not have to become a Medicaid eligibility specialist.
Implementation, not theory
Live labs where you work your real cases. This is where attorneys actually close, not just take notes.
Protection built in
The compliance playbook, documentation protocols, and ethics safeguards keep your clients protected and your practice covered.
The relationship stays yours
Keep your clients for their most meaningful, highest-stakes work instead of training them to see someone else as their lawyer.
Value that pays for itself
One engagement pays for the whole program. The rest is a new revenue stream on your existing book.
What attorneys ask before they start
Isn't Medicaid planning risky or unethical?
No. A Medicaid Asset Protection Trust is a well-established, legal planning tool. The program teaches you the safe scope, the compliance guardrails, and the documentation to do it correctly, so you protect the family and your file.
I've never done Medicaid planning. Can I still do this?
Yes. It is built for estate planning attorneys with no Medicaid background. You already understand trusts and powers of attorney; everything else is taught step by step in plain English.
Do I need to become a Medicaid specialist?
No. You run a repeatable four-step system. You do not have to become an eligibility specialist to add this to your practice.
I don't have time to learn something new.
It runs alongside your caseload. One module before each live lab, and you implement as you go. You are likely spending more time referring this work out than you would spend learning to keep it.
Will this create malpractice exposure?
The opposite. Ignoring long-term care is the quiet liability. You get the compliance playbook, documentation protocols, and ethics safeguards to protect your practice.
How is this different from a generic course?
It is done-with-you and taught by a practicing attorney. Live labs on your real cases, real templates, and a working community, not a pile of videos.
What does it cost?
It is a premium, done-with-you program, priced so a single MAPT engagement more than covers it. We walk through the exact investment, the payment options, and whether it is even a fit, on the call.
Does this work in my state?
Yes. It is built on the federal Medicaid framework that applies in all 50 states, with state-specific layering and a 50-state reference guide, so you can adapt it wherever you practice. This is not a state-specific program.
Is this crisis Medicaid or pre-planning?
It focuses on pre-planning, protecting a family's home and savings before a crisis. That is the higher-value, lower-liability work, and it is what most of your aging clients actually need.
Do I need specific drafting software?
No. The program is software-agnostic. Use whatever you already draft with, or adapt the included templates.
Does the support end when the program does?
No. You keep the community and ongoing access with no set end date, so you are covered when real client questions come up long after the eight weeks.
Am I too new to estate planning for this?
Almost certainly not. Attorneys new to this area are exactly who it is built for. If you understand wills and revocable trusts, you have the foundation.
“Is my money safe? Is the nursing home going to take my house?”
Never freeze on that question again. You’ll have the answer, and the plan to back it up.
This is not a new practice area. It is already inside your existing client base. Turn Medicaid protection planning into stronger protection for clients and a repeatable revenue stream for your firm.
The First MAPT Payback Guarantee
Follow the process, and if you do not close your first paid MAPT engagement within 120 days, you get a full refund and keep all the materials. We carry the risk, because the opportunity is usually already inside your current client base. The bottleneck is not demand. It is confidence, positioning, and implementation.
The next step
See if Protect & Profit is right for your practice
A done-with-you system with more than $20,000 of real-world value. Book a short call and we’ll look at your practice, run your numbers together, and see whether it is a fit. No pressure either way.
If you refer out even one MAPT case per quarter, that is $32,000 to $40,000 a year on the table.