The Florida Bar

The Florida Bar
and the Elder Law Section present
Elder Law Annual Update & Hot Topics

Course Classification: Advanced Level
Live Presntation - Two Days: Friday, January 17, 2014 and Saturday January 18, 2013
Loews Portofino Bay Hotel - 5601 Universal Blvd., Orlando, FL 32819 - (407)503-1010

Course No. 1712R

The Elder Law Annual Update and Review Course will cover hot topics within each topic of interest to an advanced Elder Law practitioner. Recent case law and statutory changes will be discussed, as will strategies for dealing with these changes successfully. Attendees will leave with a higher level of expertise and an enhanced ability to meet clients’ 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 17th

8:20 a.m. – 9:00 a.m.
Medicaid Part II: Case Law Administration
and Managed Care
Heather Kirson, Orlando

9:00 a.m. – 09:50 a.m.
Medicaid Part I: Planning and Strategies
Emma Hemness, Brandon

9:50 a.m. – 10:20 a.m.
Affordable Care Act
Scott Solkoff, Delray Beach

10:00 a.m. – 10:30 a.m.

10:30 a.m. – 11: 20 a.m.
Veteran’s Administration
Valerie Peterson, Sisters, OR

11:20 a.m. – 12:00 p.m.
Pre-Mortem Legal Planning—Tax Issues
Steve Kotler, Miami

12:00 p.m. – 12:20 p.m.
Task Force Update
Ellen Morris, Boca Raton

12:20 p.m. – 1:20 p.m.

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

2:00 p.m. – 2:30 p.m.
Special Needs Trusts
Lauchlin Waldoch, Tallahassee

2:30 p.m. – 3:00 p.m.
Administrative Advocacy (Include Managed
Care Appeals)
Nancy Wright, Gainesville

3:00 p.m. – 3:10 p.m.

3:10 p.m. – 3:40 p.m.
Residents Rights (Nursing Home & ALF)
John Griffin, Sarasota

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

4:10 p.m. – 5:00 p.m.
Enrique Zamora, Miami

5:00 p.m. – 6:30 p.m.
Certification Review Boot Camp
Jason Waddell, Pensacola

Saturday, January 18th

8:20 a.m. – 9:10 a.m.
Pre-Mortem Legal Planning – Wills, DOPA’s,
Health Care Advocacy Directives
Jacqueline Schneider, Coral Gables

9:10 a.m. – 10:00 a.m.
Elder-Related Torts
Dean LeBoeuf, Tallahassee

10:00 a.m. – 10:10 a.m.

10:10 a.m. – 11:00 a.m.
Litigation for Elder Law Attorneys
Hung Nguyen, Coral Gables

11:00 a.m. – 11:50 a.m.
Trust Drafting and Administration
David Carlisle, Miami

11:50 a.m. – 12:30 p.m.
Representing Fiduciaries
Steve Hitchcock, Clearwater

12:30 p.m. – 1:30 p.m.

1:30 p.m. – 2:20 p.m.
Probate, Homestead, Elective Share
John Moran, West Palm Beach


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]