Past Educational Forums
January 12, 2011:
Elder Law Forum
at Emeritus at Beckett Lake
2155 Montclair Road, Clearwater, FL
Topics Included:
-Medicare update/Health Care Reform
-Social Security/SSD/SSI update
-Medicaid update
-VA Aid and Attendance
-Long Term Care planning & what to address with your clients
-Special Needs Trusts & Pooled Trusts
-Incapacity Issues & Guardianship
2155 Montclair Road, Clearwater, FL
Topics Included:
-Medicare update/Health Care Reform
-Social Security/SSD/SSI update
-Medicaid update
-VA Aid and Attendance
-Long Term Care planning & what to address with your clients
-Special Needs Trusts & Pooled Trusts
-Incapacity Issues & Guardianship
May 19, 2011:
Legislative Update 2011
at Regency Oaks
2720 Regency Oaks Boulevard, Clearwater, FL
Topics Included:
-Medicaid changes that will affect your clients and your practice
-Probate Code revisions regarding wills and trusts
-Major changes to the Durable Power of Attorney statute
-Current status of Healthcare Reform
-Various other Elder Law and Disability Law topics
2720 Regency Oaks Boulevard, Clearwater, FL
Topics Included:
-Medicaid changes that will affect your clients and your practice
-Probate Code revisions regarding wills and trusts
-Major changes to the Durable Power of Attorney statute
-Current status of Healthcare Reform
-Various other Elder Law and Disability Law topics
September 1, 2011:Essential Information for Anyone Dealing with Seniors
at Menorah Manor 255 59th Street North St Petersburg, FL Topics Included: -Guardianship and Alternatives -New Durable Power of Attorney-October 1, 2011 -Obamacare-What’s Ahead in the Affordable Care Act -Medicare-Looking Forward -Medicaid – Lesser Known Programs -Medicaid Reform - Not Your Father’s Medicaid |
February 9, 2012:
Elder Law Forum
at Suncoast Hospice
Topics Included:
-Update on New Power of Attorney Act - 100 days later
-Accessing health care under the new Affordable Care Act
-Medicare Primer: Parts A, B, C, and D
-Medicaid – Lesser Known Programs
-Legislative Update
-The ABCs of SNTs
-Update on New Power of Attorney Act - 100 days later
-Accessing health care under the new Affordable Care Act
-Medicare Primer: Parts A, B, C, and D
-Medicaid – Lesser Known Programs
-Legislative Update
-The ABCs of SNTs
May 30, 2012:
Elder Law Forum
at Suncoast Hospice
Topics Included:
-Elder Mediation
-Social Security Overpayments & Appeals
-Public Benefits & Special Needs Trusts
-Medicare Quandary: Admission vs. Observation
-Panel of attorneys presenting the most recent legislative changes related to elders, Medicaid and disability
-Social Security Overpayments & Appeals
-Public Benefits & Special Needs Trusts
-Medicare Quandary: Admission vs. Observation
-Panel of attorneys presenting the most recent legislative changes related to elders, Medicaid and disability
October 4, 2012:
Elder Law Forum - Working as a Team while Planning is still an option
at Suncoast Hospice
Topics Included:
-The Importance of the Right Legal Documents
-The Role of Social Security Benefits
-VA Benefits vs. Medicaid Strategies – Why they are Different
-Effectively Working with Other Professionals
-What if you are privately paying for Long Term Care?
-The Role of Social Security Benefits
-VA Benefits vs. Medicaid Strategies – Why they are Different
-Effectively Working with Other Professionals
-What if you are privately paying for Long Term Care?
April 25, 2013:
Elder Law Forum
at Suncoast Hospice
Topics Included:
-The Affordable Care Act and Medicaid Expansion
-Medicaid Managed Care Update
-Effects of Sequestration in Pinellas County
-A preview of the rewrite of the Guardianship Statutes
-Jimmo v. Sebelius: Effects of the Medicare Improvement Standard Decision
-An Overview of VA Benefits
-Legislative Update –Winding Down in Tallahassee and What’s Happening in Washington
Click here for the April 2013 program materials
-The Affordable Care Act and Medicaid Expansion
-Medicaid Managed Care Update
-Effects of Sequestration in Pinellas County
-A preview of the rewrite of the Guardianship Statutes
-Jimmo v. Sebelius: Effects of the Medicare Improvement Standard Decision
-An Overview of VA Benefits
-Legislative Update –Winding Down in Tallahassee and What’s Happening in Washington
Click here for the April 2013 program materials
October 8, 2013:
Elder Law Forum
at Suncoast Hospice
Topics Included:
-Special Needs Trusts: The Who's, What's and Why's
-Getting the Right Help: Making Wise Choices in Eldercare Planning
-Managed Care Update/Medicaid Expansion in Florida
-Obamacare: What you and your clients need to know
Click here for Program Slides/Materials
-Special Needs Trusts: The Who's, What's and Why's
-Getting the Right Help: Making Wise Choices in Eldercare Planning
-Managed Care Update/Medicaid Expansion in Florida
-Obamacare: What you and your clients need to know
Click here for Program Slides/Materials
May 21, 2014:
Elder Law Forum
at Suncoast Hospice
Topics Included:
-Statewide Medicaid Managed Care (SMMC): How to Work within the New Parameters; Bringing Order Out of Chaos
• Planning for Long Term Care; Part 1: Pre‐Institutional Options
• Planning for Long Term Care; Part 2: Aging and Living Choices
• Planning for Long Term Care; Part 3: Paying for the Care
-Florida Legislative Update
-Affordable Care Act Update
Click here for the May 2014 program materials
-Statewide Medicaid Managed Care (SMMC): How to Work within the New Parameters; Bringing Order Out of Chaos
• Planning for Long Term Care; Part 1: Pre‐Institutional Options
• Planning for Long Term Care; Part 2: Aging and Living Choices
• Planning for Long Term Care; Part 3: Paying for the Care
-Florida Legislative Update
-Affordable Care Act Update
Click here for the May 2014 program materials
October 2, 2014:
Elder Law Forum
at Suncoast Hospice
Topics Included:
-Fulfilling the Estate Plan
-Elder Exploitation, Undue Influence and Capacity Issues
-Statewide Medicaid Managed Care (SMMC) Update
-Vulnerable Adult Bill
Click here for the Oct 2014 program materials
Click here for the Slides to Linda's SMMC Presentation
-Fulfilling the Estate Plan
-Elder Exploitation, Undue Influence and Capacity Issues
-Statewide Medicaid Managed Care (SMMC) Update
-Vulnerable Adult Bill
Click here for the Oct 2014 program materials
Click here for the Slides to Linda's SMMC Presentation
September 3, 2015:
Elder Law Forum
at Suncoast Hospice / Empath Health
Topics Included:
-Planning for Elderly or Disabled LGBT couples
-Unlicensed Practice of Law
-Guardianship Legislative Update and Changes
-VA Benefits
-Update on the Affordable Care Act as it applies to Persons with Disabilities
-Planning for Elderly or Disabled LGBT couples
-Unlicensed Practice of Law
-Guardianship Legislative Update and Changes
-VA Benefits
-Update on the Affordable Care Act as it applies to Persons with Disabilities
May 26, 2016:
Elder Law Forum
at Suncoast Hospice / Empath Health
Materials:
Elder Law Forum
at Suncoast Hospice / Empath Health
Materials:
POMS re: ABLE Act
Military SBP and SNT Policy
Template for Special Needs Trust Certification (for Attorneys)
New Challenge in End of Life Care Planning
POLST Form
2016 Legislative Bills of Interest
2016 Guardianship Bill
2016 Guardianship Bill Analysis
Military SBP and SNT Policy
Template for Special Needs Trust Certification (for Attorneys)
New Challenge in End of Life Care Planning
POLST Form
2016 Legislative Bills of Interest
2016 Guardianship Bill
2016 Guardianship Bill Analysis
December 6, 2016 Materials:
Social Security
Medicare 2017
Medicaid
Will & Trusts
Special Needs Trusts
Advance Directives and Guardianship
Social Security
Medicare 2017
Medicaid
Will & Trusts
Special Needs Trusts
Advance Directives and Guardianship
May 25, 2017 Materials:
2017 Bills of Interest / Legislative Update
Medicare / Healthcare / Veterans Benefits 2017
Florida Medicaid Update
2017 Bills of Interest / Legislative Update
Medicare / Healthcare / Veterans Benefits 2017
Florida Medicaid Update
November 14, 2017 Materials:
Medicare / Navigating Long Term Care
Dealing with Chronic Illness in a Blended Family
Legislative Update/SNTs and ABLE accounts Update
Medicaid and VA Eligibility
Dealing with Chronic Illness in a Blended Family
Legislative Update/SNTs and ABLE accounts Update
Medicaid and VA Eligibility
May 24, 2018 Forum Materials:
- Nursing Home Regulations/Dementia & Alzheimer's - Click here to download power point slides
- Legislative Update - Including New Trust Changes - Click here to download power point slides and reference materials: (POMS with Tracked Changes, ABLE POMS with Tracked Changes, ABLE Info, and Bills of Interest)
- Social Security Disability Insurance (SSDI) & Supplemental Security Income (SSI) - Click here to download power point slides
November 6, 2018 Materials:
- Medicare and Medicaid Updates - Download Materials here
- The Future of Caring for our Aging Population - Download Powerpoint here
- Special Needs Trusts Update / POMS Changes - Download Materials - three links: Reference and Top Takeaways and Slides
- Two Fables on Finding Your Future - Download Powerpoint here
- VA Benefits Update - Download Powerpoint Here
2019 Legislative Update Slide Presentation
2019 Legislative Update Summary
Letter to Governor re: House Bill 409
ABLE HUD Memo
Medicare and Medicate Update
2019 Legislative Update Summary
Letter to Governor re: House Bill 409
ABLE HUD Memo
Medicare and Medicate Update
October 30, 2019 Materials/Presentations:
· Slides to Download - All Presentations
· Advanced Medicaid Planning Strategies
. Scenarios
· Slides to Download - All Presentations
· Advanced Medicaid Planning Strategies
. Scenarios
November 19, 2020 Forum (Click Topic for Materials):
• Common Estate Planning and Probate Issues: A Case Study
Additional Materials:
-Tenants in Common Statute
-Proof of Will Statute
-Intestate Statute
-Execution of Will
-Notary Statute
-Who Can Make a Will?
-AntiLapse Statute
-Creditor Claim Statute
-Limitation on Claims Statute
-Probate Definitions Statute
-Online Notary Statute
-Rule 5.230 - Commission to Prove Will, Fla. Prob. R 5.230
• Medicare and Regulatory Updates
Additional Medicare Resource Guide
• Working with a Family with a Special Needs Loved One
• Common Estate Planning and Probate Issues: A Case Study
Additional Materials:
-Tenants in Common Statute
-Proof of Will Statute
-Intestate Statute
-Execution of Will
-Notary Statute
-Who Can Make a Will?
-AntiLapse Statute
-Creditor Claim Statute
-Limitation on Claims Statute
-Probate Definitions Statute
-Online Notary Statute
-Rule 5.230 - Commission to Prove Will, Fla. Prob. R 5.230
• Medicare and Regulatory Updates
Additional Medicare Resource Guide
• Working with a Family with a Special Needs Loved One
May 27, 2021 Forum: Topics Include (Click Topic for Materials):
Legislative Update 2021
Elder Law Related Bills that Passed 2021
Legislative Update 2021
Elder Law Related Bills that Passed 2021
October 26, 2021 Forum. Please find materials linked below:
• Serving as Trustee / How to Administer a Trust (slides linked here)
• Special Needs Trusts / Pooled Trust Update (slides linked here) (reference materials linked here)
• Long Term Care after COVID-19 (slides linked here)
• Serving as Trustee / How to Administer a Trust (slides linked here)
• Special Needs Trusts / Pooled Trust Update (slides linked here) (reference materials linked here)
• Long Term Care after COVID-19 (slides linked here)
May 17, 2022 Forum: Please find materials linked below:
ABCs and 123s of SNTs (Special Needs Trusts)
2022 Post Legislative Update
ABCs and 123s of SNTs (Special Needs Trusts)
2022 Post Legislative Update
