On-Demand Webinars

AVAILABLE ON DEMAND

ON DEMAND: Medicare Supplement vs Advantage Plans for Elder Law Attorneys

Presenter:  Thad Hooker

Available through October 31, 2025

In this webinar, participants will learn:

  • Basic enrollment/disenrollment dates
    • DSNPs
  • Difference between supplement vs. advantage plan
  • How to research the best plans on a budget
  • How to research the best supplement. Are all Medigap Plan G the same?
  • Common Medicare Mistakes/Misconceptions that general public has/is not aware of, etc.

CLE Information:  1.5 CLE Credits with 1.5 Certification Credits in Elder Law

To register, please click here.

_______________________________________________________________________________________
ON DEMAND: New Rules for End-Of-Life Decisions, DNROs and Advance Directives in Guardianship

Presenters:  Twyla Sketchley, Esq. & Melissa Finley Williams, Esq.

Available through May 31, 2025

The 2023 Legislature, with the help of elder law attorneys, made several changes to Florida Guardianship Law regarding health care decisions, advance directives, obtaining court approval for guardians to execute DNROs, and reporting end-of-life care to the court and next of kin.  At the conclusion of this webinar, attendees will be able to:

  1. Identify the changes made to Florida Guardianship Law by HB 1119
  2. Describe the reporting requirements guardians have with regard to end-of-life care and DNROs
  3. Identify which guardians must obtain court approval before withholding or withdrawing life prolonging procedures
  4. Summarize the process for obtaining court approval to withhold or withdraw life-prolonging procedures

CLE Information:  1.5 CLE Credits with 1.5 Certification Credits in Elder Law and Wills, Trusts & Estates

To register, please click here.

_______________________________________________________________________________________
ON DEMAND:  How Promissory Notes Work and When They Make Sense in Medicaid Planning

Presenters:  Howie Krooks, Esq.; Louis Pierro, Esq.; and Brian Albee

Available through March 31, 2025

Are you confused about how promissory notes work in Medicaid planning? Have you heard of the “Rule of Halves” but want to understand how it may save your clients money in crisis situations? Join AFELA’s upcoming webinar presentation to learn what’s in the toolbox of a Florida ELA, and how Promissory Notes can be used to protect assets for clients needing Medicaid now. Here are some key points to be covered by attorneys Howard Krooks and Louis Pierro:

  1. Overview of Florida Medicaid planning and asset protection
  2. Tools and Techniques to establish Medicaid eligibility under Florida law
  3. When promissory notes make sense in Medicaid planning
  4. Explanation of promissory notes and how they work
  5. Case studies and examples of successful promissory note strategies
  6. Potential pitfalls when using Promissory Notes
  7. Q&A session with our expert presenters

This webinar is a must-attend for professionals looking to advise clients on protecting their assets while still qualifying for Medicaid benefits. Our speakers will break down the complex topic of Medicaid qualification utilizing promissory notes and provide actionable insights to help you make informed decisions for your clients.

CLE Information:  1.5 CLE Credits with 1.5 Certification Credits in Elder Law

To register, please click here.

_______________________________________________________________________________________
ON DEMAND:  Real Estate Pitfalls for Elder Law Practitioners

Presenter:  James Favero, Esq.

Available through February 28, 2025

Questions about handling elder law issues that touch on real estate matters? How can elder law practitioners spot these real estate issues and insure that are handled appropriately? This CLE will walk through many real estate related topics that elder law practitioners may come across and how they should handle. Among the topics discussed will be drafting deeds and appropriate vesting language, title searches and liens, ownership interests and transfers, documentary stamp and transfer taxes, title insurance issues/policies/coverage, trust agreements involving real property, family law issues related to real estate, corporate entity ownership of real property, probate, homestead, easements, FIRPTA and federal tax treatment for property transfers, and trust accounting for real estate transactions. Helpful and practical materials to incorporate into your practice will also be provided.

CLE Information:  1.5 CLE Credits with 1.5 Certification Credits in Elder Law & Real Estate

To register, please click here.

_______________________________________________________________________________________
ON DEMAND:  The Participant Directed Option:  How the Program Works and How PDO Offers Your Clients Additional Caregiving Options

Presenters:  Jason Neufeld, Esq., Cecile Comrie & Tracey Whitehead

Available through January 31, 2025

This CLE will feature Public Partnerships, one of the largest PDO operators in Florida. Learn how PDO can provide your Medicaid Waiver clients with additional caregiving options. “Peek under the hood” as you’ll not only hear about the services provided by PDO, but also learn about the actual enrollment process, how caregivers are screened, how they are paid, and how it all works from your client’s perspective.

CLE Information:  1.5 CLE Credits with 1.5 Certification Credits in Elder Law

To register, please click here.

_______________________________________________________________________________________

ON DEMAND:  What Are The Benefits? A Primer on Food Stamps and Section 8 Housing

Presenters:  Jeffrey Hittleman, Esq. & Katianna Mazard, Esq. (Coast to Coast Legal Aid of South Florida)

Available through December 31, 2024

We will introduce you to two public benefits: Section 8 Housing & Food Stamps. We will explore the basics of who is eligible, how to apply, and what each program provides. We will also discuss key concepts, such as how additional income or inheritance affects eligibility and challenging adverse actions. Finally, we will share best practices for interacting with government agencies.

CLE Information:  1.5 CLE Credits with 1.5 Certification Credits in Elder Law

To register, please click here.