The Florida Bar

The Florida Bar
and the Elder Law Section present
Essentials of Elder Law

Course Classification: Intermediate Level
Live Presentation - Thursday, January 16, 2014
Loews Portofino Bay Hotel - 5601 Universal Blvd. Orlando, Fl 32819, (407) 503-1000

Course No. 1713R

Due to popular request, this annual event has been extended to three days. An extra day has been added for “Elder Law Essentials for New Attorneys and Paralegals.” The second and third days are for the “Annual Update” which will encompass more advanced topics and issues. A complete list of presentations can be found in this brochure

7:30 a.m. - 8:00 a.m. Late Registration – Continental Breakfast

8:00 a.m. - 8:20 a.m. Welcome and Introductions

8:20 a.m. - 9:00 a.m. Ethics
Profs. Rebecca Morgan and Roberta Flowers, Stetson Univ., Saint Petersburg

9:00 a.m. - 9:40 a.m Elder Abuse
Victoria Heuler, Tallahassee

9:40 a.m. - 10:30 a.m. Guardianships
Enrique Zamora, Miami

10:30 a.m. - 10:40 a.m. Break

10:40 a.m. - 11:30 p.m. Pre-Mortem Legal Planning (Property)
Evett Simmons, Port Saint Lucie

11:30 a.m. - 12:20 p.m. Health Care Decision Making
Vicki Bowers, Jacksonville

12:20 p.m. - 1:20 p.m. Lunch

1:20 p.m. - 2:00 p.m. Social Security Benefits
David Lillesand, Clearwater

2:00 p.m. - 2:40 p.m. Special Needs Trust
Lauchlin Waldoch, Tallahassee

2:40 p.m. – 2:50 p.m. Break

2:50 p.m. - 3:40 p.m. Veteran’s Benefits
Valerie Peterson, Sisters, OR

3:40 p.m. - 4:40 p.m. Medicare/Medicaid
Heather Kirson, Orlando

4:40 p.m. – 5:20 p.m. Financial Products (Long Term Care Insurance)
Rob Cochran, Tampa
Scott Vedder, Coral Gables

5:20 a.m. – 5:45 p.m. Post Mortem Issues
Phil Weinstein, Miami


To register for the live Webcast, please print and complete the registration form then send with payment by mail or fax. Call The Florida Bar Order Entry Department at (800) 342-8060 ext. 5831 with any questions.

AUDIO WEB CAST CONNECTION: Live audio web cast attendees receive course materials and audio via the Internet. Connection instructions will be e-mailed 2 days prior to scheduled course; or contact The Florida Bar Order Entry Department at 850-561-5831 for instructions 2 days prior to the event.

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]