The Florida Bar

The Florida Bar
and the Elder Law Section present
Elder Law Annual Update and Review Course

Course Classification: Advanced Level
Live Presentation and Webcast: Two Days - January 18-19, 2013
Reunion Resort in Orlando, 7593 Gathering Drive, Reunion, FL 34747

Course No. 1439R

The Elder Law Annual Update and Review Course is a comprehensive review course covering the key practice areas lawyers need to know in order to work with and plan for the elderly and special needs clientele. In addition, the course will cover the recent changes practitioners need to know and will discuss the common legal and ethical pitfalls arising from working with the elderly and those with special needs. For attorneys preparing to take the Elder Law Board Certification exam the course includes special components designed to provide invaluable tips and assistance in preparing for the exam.

Friday - January 18, 2013 - Day One

7:50 a.m. – 8:15 a.m.
Late Registration and Continental Breakfast

8:15 a.m. - 8:20 a.m.
Welcome and Announcements
John Clardy, Crystal River

8:20 a.m. - 9:00 a.m.
The New Healthcare Insurance Law and its Effects on Elder and Disability Law
Scott Solkoff, Delray Beach

9:00 a.m.- 9:50 a.m.
Medicaid Part 1-Planning and Strategies
Emma Hemness, Brandon

9:50 a.m. - 10:20 a.m.
Medicaid Part 2- Case Law and Administrative Updates
Rebecca Bell, Port Richey

10:20 a.m. - 10:30 a.m.

10:30 a.m. - 11:20 a.m.
VA Part 1- Retirement and Survivor Benefits
Valerie Peterson Eugene Oregon

11:20 a.m. - 11:50 a.m.
VA Part 2- Ethical Issues Updates and Planning Strategies
Jack Rosenkranz, Tampa

11:50 a.m. - 12:20 p.m.
Nursing Home/Assisted Living Facility Torts
Dean Leboeuf, Tallahassee

12:20 noon – 1:20 p.m.
Lunch – Task Force Update and Section

1:20 p.m. - 2:00 p.m.
Social Security Issues for the Advanced Elder Law Attorney
David Lillesand, Clearwater

2:00 p.m. - 2:30 p.m.
Special Needs Trust
Lauchlin Waldoch, Tallahassee

2:30 p.m. - 3:00 p.m.
Administrative Advocacy
Nancy E. Wright, Gainesville

3:00 p.m. – 3:10 p.m.

3:10 p.m. – 3:40 p.m.
Residents Rights (nursing home and ALF)
John Griffin, Sarasota

3:40 p.m. – 4:10 p.m.
Age/Disability Discrimination
Michael Spellman, Tallahassee

4:10 p.m. – 4:40 p.m.
Ethics in the Electronic Age
Twyla Sketchley, Tallahassee

5:00 p.m. – 6:30 p.m.
Certification Review Boot Camp For Test Takers

Saturday - January 19, 2013 - Day Two

7:50 a.m. – 8:20 a.m.
Late Registration and Continental Breakfast

8:20 a.m. - 9:00 a.m.
Guardianship and Incapacity Part 1
Alex Cuello, Miami

9:00 a.m. - 9:30 a.m.
Guardianship and Incapacity Part 2
Victoria Heuler, Tallahassee

9:30 a.m. - 10:00 a.m.
Florida's New Power of Attorney Statue
Howard Krooks, Boca Raton

10:00 a.m. - 10:10 a.m.

10:10 a.m. - 10:50 a.m.
Pre Mortem Legal Planning Part 1-Drafting Health Care Advanced Directives
Enrique Zamora, Miami

10:50 a.m. - 11:20 a.m.
Pre Mortem Legal Planning Part 2-Tax Issues
Steve Kotler, Naples

11:20 a.m. – 12:00 noon
Litigation for Elder Law Attorneys
Gerald Hemness, Brandon

12:00 noon – 1:10 p.m.

1:10 p.m. - 2:00 p.m.
Trust Administration and Updates
David Carlisle, Miami

2:00 p.m. - 2:50 p.m.
Probate Homestead Elective Share and Updates
Steven Quinnell, Pensacola

2:50 p.m. - 3:00 p.m.

3:00 p.m. – 3:40 p.m.
Representing Fiduciaries
Rep Deloach, Seminole

3:40 p.m. – 4:20 p.m.
Financial Products: LTC Insurance, Annuities & Reverse Mortgages
Jill Burzynski, Naples

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ElderLawUpdate-1439 & 1537color.pdfElderLawUpdate-1439 & 1537color.pdf

Florida Bar CLE Courses feature electronic course materials for all live presentations, live webcasts, webinars, teleseminars, audio CDs and video DVDs. This searchable electronic material can be downloaded and printed and is available via e-mail several days in advance of the live presentation or thereafter for purchased products. The Course Book can be purchased separately. Effective July 1, 2010.



Credit may be applied to more than one of the programs above but cannot exceed the maximum for any given program. Please keep a record of credit hours earned. RETURN YOUR COMPLETED CLER AFFIDAVIT PRIOR TO CLER REPORTING DATE (see Bar News label). (Rule Regulating The Florida Bar 6-10.5).

*** Live ** Videotaping Session * Videotaped Replay

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[Revised: 06-01-2008]