Highlights from this year’s “Upping Your Practice” program…

A Deep Dive into Special Needs Planning: SSI, Medicaid and Special Needs Trusts, with David Lillesand, was the first such instruction on the newest rules promulgated and published (5/1/2018) by the Social Security Administration.  David is a charter member of the national Academy of Special Needs Planners, National Organization of Social Security Claimant Representatives (NOSSCR), author and frequent lecturer on special needs trusts.

Irrevocable Medicaid-Planning Trust: Understanding, Drafting and Deployment – an intense study and Q & A with this subject’s acknowledged expert, Bernard Krooks.  Mr. Krooks is a nationally-recognized expert in all aspects of elder law and special needs planning.  He is past President of the National Academy of Elder Law Attorneys (NAELA), a Fellow of NAELA, past Chair of the NAELA Tax Section and past Editor-in-Chief of the NAELA News.

Guardianship Practice – a compelling presentation by Ellen Morris, who is the Chairperson of the Elder Law Section of The Florida Bar and is currently co-chair of the Joint Public Policy Task Force of the Elder Law Section of The Florida Bar and Academy of Florida Elder Law Attorneys.

Family Asset Protection Planning Reprise:  Plan Assembly and case study by Scott Solkoff.  Scott is principal and founder of Elder Law College, a Fellow of the American College of Trusts and Estate Counsel, served as Chair of The Florida Bar’s Elder Law Section, President of the Academy of Florida Elder Law Attorneys, and is an award-winning speaker/author with National Academy of Elder Law Attorneys.

Making Your Elder Law Business Work for You: Maximizing net income with pricing formulae, expense management & more, with Brian Carroll.  This is the second year Brian, who is an experienced and sought-after financial professional, presented an informative and practical guide to pricing services and demonstrating value to clients served in the elder law and special needs practice areas.

Developing Reciprocal Relationships in the Elder Care Community:  Scott Greenberg, Knyvett Lee, Heather Samuels & Scott Solkoff participated in a lively and enlightening panel that focused on understanding of and networking with other professionals who provide essential services to families with loved ones with special needs or who need long term care, either at home or in a facility.