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 »