The Florida Bar Elder Law Section

The Elder Law Annual Update and Hot Topics
January 14-16, 2016 | Loews Portofino Bay Hotel at Universal Orlando®

Viva Elder Law
Viva Learning

Yesterday's Secret Recipes For Success
Mixed With Today’s Hottest Trends

Seal of the Florida Bar

Presented by The Florida Bar Continuing Legal Education Committee and the Elder Law Section

Top 10 Reasons to Attend the Elder Law Annual Update:

  1. Leading speakers on the Essentials of Elder Law all in one place

  2. Great location at the fantastic Loews Portofino Bay Hotel at Universal Studios

  3. Expert review of changes to Medicaid’s Managed Care Program

  4. Special session featuring Jennifer Goddard on marketing your Elder Law practice

  5. What you need to know to pass the Elder Law Certification Exam

  6. Latest Updates on legislation that will impact your practice

  7. The New Annuities- What You Need to Know Right Now

  8. VA Benefits update from a leading attorney

  9. Social Security insights that your clients want to know

  10. Every Elder Law attorney you know will be there – this is a not to be missed event!

Come for the CLE – leave with a wealth of knowledge, update your networking, and gain practice information that applies to every Elder Law and Estate practice.


Schedule of Events

Fundamentals of Elder Law for New Attorneys and Paralegals

Advanced Level

Thursday, January 14, 2016
Friday, January 15, 2016
Saturday, January 16, 2016

Day 1

Thursday, January 14, 2016

Time

Topic

Speaker

7:50-8:15 am

Registration

--

8:15-8:20 am

Welcome & Announcements

Speaker: Ellen Morris

Ellen Morris

8:20-9:10 am

Guardianship

Speaker: Richard Millstein

Richard Millstein

9:10-9:50 am

Dr. Watson on Law Firm Marketing

Speaker: Jennifer Campbell Goddard

Jennifer Campbell Goddard

9:50-10:40 am

Pre Mortem Legal Planning

Speaker: Howie Krooks

Howie Krooks

10:40-10:55 am

BREAK

--

10:55-11:35 am

Residents' Rights, Housing

Speaker: Alish O'Conner

Alish O'Conner

11:35-12:15 pm

Medicaire

Speaker: Alish O'Conner

Alish O'Conner

12:15-1:30 pm

LUNCH

--

1:30-2:20 pm

Medicaid

Speaker: Randy Bryan

Randy Bryan

2:20-2:50 pm

Advance Directives

Speaker: Scott Solkoff

Scott Solkoff

2:50-3:40 pm

Essentials of Special Needs Trust

Speaker: Steve Hitchcock

Steve Hitchcock

3:40-3:55 pm

BREAK

--

3:55-4:45 pm

VA Benefits

Speaker: Valerie Peterson

Valerie Peterson

4:45-5:15 pm

Elder Smart

Speaker: Jana McConnaughhay

Jana McConnaughhay

 

Day 2

Friday, January 15, 2016

Time

Topic

Speaker

7:40-9:00 am

Registration

--

8:00-8:10 am

Welcome & Announcements

Speaker: Ellen Morris

Ellen Morris

8:10-9:00 am

Advanced Exploitation & Abuse

Carolyn Sawyer

Carolyn Sawyer

9:00-9:30 am

POLST

Speaker: Charlie Robinson

Charlie Robinson

9:30-10:20 am

Ethics

Speaker: Ken Goodman

Ken Goodman

10:20-10:35 am

BREAK

--

10:35-11:25 am

Advanced Probate Issues

Speaker: Twyla Sketchley

Twyla Sketchley

11:25-12:15 pm

Advanced Issues in Medicare, Housing and Residents' Rights

Speaker: Alish O'Conner

Alish O'Conner

12:15-1:30 pm

LUNCH
Task Force Updates

Speakers: Ellen Morris and Sam Boone


Ellen Morris and Sam Boone

1:30-2:20 pm

Advanced Medicaid

Randy Bryan

Randy Bryan

2:20-3:10 pm

Advanced Special Needs Trust

Speaker: Steve Hitchcock

Steve Hitchcock

3:10-3:25 pm

BREAK

--

3:25-4:15 pm

Advanced VA Benefits

Speaker: Valerie Peterson

Valerie Peterson

4:15-5:05 pm

Long Term Care Insurance and Annuities

Speakers: Leonard Mondschein & Jill Ginsberg

Leonard Mondschein & Jill Ginsberg

Day 3

Saturday, January 16, 2016

Time

Topic

Speaker

7:30-8:00 am

Registration

--

8:00-8:10 am

Welcome & Announcements

Speaker: Ellen Morris

Ellen Morris

8:10-9:00 am

Social Security

Speaker: Steve Hitchcock

Steve Hitchcock

9:00-9:50 am

Case Law Update

Speaker: Juan Antunez

Juan Antunez

9:50-10:15 am

BREAK

--

10:15-11:05 am

Administrative Advocacy

Speaker: Linda Chamberlain

Linda Chamberlain

11:05-11:55 am

Tax Issues: Income, Irrevocable Trusts, Etc.

Speaker: Stuart Morris

Stuart Morris

11:55-1:10 pm

LUNCH

--

1:10-2:00 pm

Litigation Involving Medicaid Planners and UPL

Speaker: Sheila Biehl

Sheila Biehl

2:00-2:40 pm

Stock Broker Litigation

Speakers: David Weintraub and Scott Link

David Weintraub and Scott Link

2:40-3:30 pm

Certification Boot Camp

Speakers: Collett Small, Debra Slater and Jason Waddell

Collett Small, Debra Slater and Jason Waddell

Thursday, January 14, 2016

Day 1

Thursday, January 14, 2016

Time

Topic

Speaker

7:50-8:15 am

Registration

--

8:15-8:20 am

Welcome & Announcements

Speaker: Ellen Morris

Ellen Morris

8:20-9:10 am

Guardianship

Speaker: Richard Millstein

Richard Millstein

9:10-9:50 am

Dr. Watson on Law Firm Marketing

Speaker: Jennifer Campbell Goddard

Jennifer Campbell Goddard

9:50-10:40 am

Pre Mortem Legal Planning

Speaker: Howie Krooks

Howie Krooks

10:40-10:55 am

BREAK

--

10:55-11:35 am

Residents' Rights, Housing

Speaker: Alish O'Conner

Alish O'Conner

11:35-12:15 pm

Medicaire

Speaker: Alish O'Conner

Alish O'Conner

12:15-1:30 pm

LUNCH

--

1:30-2:20 pm

Medicaid

Speaker: Randy Bryan

Randy Bryan

2:20-2:50 pm

Advance Directives

Speaker: Scott Solkoff

Scott Solkoff

2:50-3:40 pm

Essentials of Special Needs Trust

Speaker: Steve Hitchcock

Steve Hitchcock

3:40-3:55 pm

BREAK

--

3:55-4:45 pm

VA Benefits

Speaker: Valerie Peterson

Valerie Peterson

4:45-5:15 pm

Elder Smart

Speaker: Jana McConnaughhay

Jana McConnaughhay

 

Friday, January 15, 2016

Day 2

Friday, January 15, 2016

Time

Topic

Speaker

7:40-9:00 am

Registration

--

8:00-8:10 am

Welcome & Announcements

Speaker: Ellen Morris

Ellen Morris

8:10-9:00 am

Advanced Exploitation & Abuse

Carolyn Sawyer

Carolyn Sawyer

9:00-9:30 am

POLST

Speaker: Charlie Robinson

Charlie Robinson

9:30-10:20 am

Ethics

Speaker: Ken Goodman

Ken Goodman

10:20-10:35 am

BREAK

--

10:35-11:25 am

Advanced Probate Issues

Speaker: Twyla Sketchley

Twyla Sketchley

11:25-12:15 pm

Advanced Issues in Medicare, Housing and Residents' Rights

Speaker: Alish O'Conner

Alish O'Conner

12:15-1:30 pm

LUNCH
Task Force Updates

Speakers: Ellen Morris and Sam Boone


Ellen Morris and Sam Boone

1:30-2:20 pm

Advanced Medicaid

Randy Bryan

Randy Bryan

2:20-3:10 pm

Advanced Special Needs Trust

Speaker: Steve Hitchcock

Steve Hitchcock

3:10-3:25 pm

BREAK

--

3:25-4:15 pm

Advanced VA Benefits

Speaker: Valerie Peterson

Valerie Peterson

4:15-5:05 pm

Long Term Care Insurance and Annuities

Speakers: Leonard Mondschein & Jill Ginsberg

Leonard Mondschein & Jill Ginsberg

Saturday, January 16, 2016

Day 3

Saturday, January 16, 2016

Time

Topic

Speaker

7:30-8:00 am

Registration

--

8:00-8:10 am

Welcome & Announcements

Speaker: Ellen Morris

Ellen Morris

8:10-9:00 am

Social Security

Speaker: Steve Hitchcock

Steve Hitchcock

9:00-9:50 am

Case Law Update

Speaker: Juan Antunez

Juan Antunez

9:50-10:15 am

BREAK

--

10:15-11:05 am

Administrative Advocacy

Speaker: Linda Chamberlain

Linda Chamberlain

11:05-11:55 am

Tax Issues: Income, Irrevocable Trusts, Etc.

Speaker: Stuart Morris

Stuart Morris

11:55-1:10 pm

LUNCH

--

1:10-2:00 pm

Litigation Involving Medicaid Planners and UPL

Speaker: Sheila Biehl

Sheila Biehl

2:00-2:40 pm

Stock Broker Litigation

Speakers: David Weintraub and Scott Link

David Weintraub and Scott Link

2:40-3:30 pm

Certification Boot Camp

Speakers: Collett Small, Debra Slater and Jason Waddell

Collett Small, Debra Slater and Jason Waddell

Thank You to Our Sponsors:

  • Integrity Marketing Solutions
  • Guardian Trust
  • Comerica
  • Juris Co.
  • Elder Counsel
  • Special Needs Trust Administration
  • Westlaw

Sponsorship

Who We Are And Why You Fit

The Florida Bar Elder Law Section exists to cultivate and promote professionalism, experience, and knowledge in the practice of law regarding issues affecting the elderly and persons with special needs, and advocates on behalf of its members. The Elder Law Annual Update and Hot Topics is the Section’s flagship program designed to reach its membership as well as the general membership of the Florida Bar.

Over the past few years, the Section has made adjustments to this program to increase the reach of the program. Such efforts are paying great dividends. One major change was to step away from being simply a certification review course and expand to offer both intermediate and cutting edge advanced topics. This effort is bringing both new attorneys to the Section and retaining established members. In essence making this the must attend event of the year for Florida Elder Law Attorneys!

As this growth in membership has continued we have also increased Section Sponsors. We have used this event as our gateway to new sponsors of our Section. Last year we added several new sponsors. Still, we continue to have gaps in certain service areas requested by our members. Therefore, we are continuing to seek out additional people to join our Section.

The benefit of our Section is more than some of the traditional sections' with the Florida Bar; we are able to change as we experience growth. When our sponsors make requests, we seek to accommodate them. We have made several changes for the upcoming 2016 Annual Update.

  1. Sponsors will receive a list of anticipated attendees prior to the event.
  2. Breaks have been expanded to allow for additional opportunities to network.
  3. Lunch will be for networking not bonus speaker events.
  4. After hours event will be extended with more opportunities for sponsor involvement.
  5. All sponsors will get a list of actual attendees.

So what do we need?

We need you and your company. We need to know what you want as a sponsor so we can facilitate your needs. They are not carved in stone. If there is something you would like, tell us. Obviously, the more you participate, the more we can offer.

Sponsorship Opportunities

To learn more about the available sponsorhip opportunities, please view our Sponsorship Brochure. To build a sponsorship package that provides the visibility that works best for you contact Sponsorship Committee Chair Jason Waddell at jason@ourfamilyattorney.com.

Download Sponsorship Brochure

Register

Hotel Registration

This year's event is being held at the Loews Portofino Bay Hotel in Orlando, Florida. Please visit the hotel website to reserve your room(s).

Lowes Portofino Bay Hotel Website

Online Event Registration

Registration for Essentials of Elder Law and The Elder Law Annual Update and Hot Topics is now open! Please use the link below for the complete conference brochure.

Register - Thursday Register - Friday & Saturday REGISTRATION BROCHURE