AVAILABLE ON DEMAND
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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.
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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.
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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.
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ON DEMAND: Got Trust Issues? From Love at First Sight through the Break Up: Trust Administration from Start to Finish
Presenter: Amy Fanzlaw, Esq.
Available through February 23, 2024
Questions about handling issues that arise during a typical initial trust administration? Wondering how to resolve tension that sometimes emerges between trustees and beneficiaries? This CLE will walk through a typical initial administration of a revocable trust from the moment the grantor dies until final distribution and termination of the trust. Among the topics discussed will be the important documents to prepare at the beginning of an administration, to whom notice must be provided and when, strategies for dealing with difficult beneficiaries, identifying and handling creditors, marshaling and valuating assets, compensation of trustees and attorneys, partial and final distribution, and tax issues that may arise along the way. 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 and Wills, Trusts, & Estates
To register, please click here.
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ON DEMAND: How to Maximize Your Client’s Priority Score for Home and Community Based Services
Presenters: Brandon Arkin, Esq. & Jason Neufeld, Esq.
Available through September 29, 2023