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AFELA Webinar: Five Year Trust for Public Benefits Planning

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 »

The UnProgram

Wyndham Grand Bonnet Creek 14651 CHELONIA PARKWAY, ORLANDO, FL 32821 14651 CHELONIA PARKWAY, Orlando, FL

The UnProgram Advanced track, limited to attorneys practicing in the area of Elder Law for 5+ years,  will be held on Friday, December 3 from 9:00 am to 5:00 pm. The UnProgram Meet the Mentors, open to all attorneys,  will be held on Saturday, December 4 from 8:00 am to 3:45 pm. FRIDAY, DECEMBER 3:  UnProgram Advanced Track In an... Read more »

AFELA Webinar: Key Benefits and Updates to ABLE United

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 »

AFELA 2022 Mid Year UnProgram & Legislative Update

Westin Tampa Bay 7627 W. Courtney Campbell Causeway, Tampa, FL

Co-chaired by Twyla Sketchley & Jennifer Akin AFELA will host a day of current developments and whiteboard sessions for everyone - no limits as to how many years you have practiced in the area of Elder Law.  We will also have an update on the legislation that has been implemented that will affect your clients... Read more »

ON DEMAND AFELA Webinar: Got Trust Issues? From Love at First Sight through the Break Up: Trust Administration from Start to Finish

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 »