Speakers:  Mike Jorgensen, Esq., Len Mondschein, Esq., & Steve Quinnell, Esq. Summary:  This webinar will focus on various aspects of the 5-year trust for use in public benefits planning.  The speakers will discuss practical and ethical considerations, pitfalls and solutions as well as tax implications. Fees:  $99 for AFELA members;  $119 for non AFELA members... Read more »

Speakers:  Brandon Arkin, Esq. & Jason Neufeld, Esq. Summary:  Participants will learn how to navigate through the red tape of getting their client HCBS. This program will explain the roll of the ADRC/AAA in the waitlist process, how the client’s position on the waitlist is determined, what information your client will need to maximize their... Read more »

Speakers:  John Finch, ABLE United Director & Rachel Fackender, ABLE United Spokesperson Summary:  This presentation will cover a high-level overview of ABLE United, Florida’s qualified ABLE program, including who is eligible, how it works and why ABLE accounts complement special needs trusts. We’ll also provide an update on new account enhancements that make it easier than... Read more »

Speaker:  Amy Fanzlaw, Esq. Summary:  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... Read more »

Please join us for a complementary webinar provided by AFELA and presented by Jennifer Moore, CARES Bureau Chief & Deputy Director of Statewide Community-Based Services, and Vicky Sexton with the Department of Elder Affairs. The Department of Elder Affairs will provide an overview of the required information to complete the AHCA Form 5000-3008, including the... Read more »