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FSGA 32nd Annual Conference 2019

Registration for this event is now closed. You can register onsite during the conference.
FSGA 32nd Annual Conference 2019
From July 18, 2019 To July 20, 2019

 

July 18-20, 2019

Miami Marriott Biscayne Bay

163 North Bayshore Drive Miami, Florida 33132

 

The program is approved for 18 CEU’s for Florida Board of Nursing, Nursing Home Administrators,  Florida Board of Clinical Social Work, Marriage & Family Therapy and Mental Health Counseling, and professional guardians.

21.5 CLE Approved 21.5 Wills and Trusts

 

2019 REGISTRATION BROCHURE

2019 EXHIBITOR & SPONSOR OPPORTUNITIES 

Continuing Legal Education

 

Reservations can be made by clicking the link below or calling the Hotel 305-374-3900.

https://book.passkey.com/e/49781460

Mention FSGA to secure the group rate.

 

Our Sponsors & Exhibitors

Conference Overview

Thursday, July 18
10:00 AM - 11:00 AM Painting the Picture, Reports of the Guardian of the Person

Painting the Picture, Reports of the Guardian of the Person

Thursday, July 18 10:00 AM - 11:00 AM

CEUs: 1

In depth review of initial guardianship plan, Annual Guardianship Plans, Physican Reports, Court Orders and Statutory Requirements. Touching on the roll of clerks offices and the duties of Guardian.

  • Robin Phemister, Professional Guardian

    Robin Phemister

    • President and Owner of Solutions by RPM, Inc. and Nationally Certified Professional Guardian
    • 30 years of bookkeeping, accounting and office management experience both public and private sectors
    • Bachelor of Science degree in Accounting
    • Secretary-Executive Committee of FSGA
    • Membership Committee Chair and Education Conference Co-chair
    • Past Director and Trainer with BNI, the world’s largest referral network organization
    • 5+ years educating business professionals in the community on marketing, presentation skills, relationship building, goal setting, and team building

10:00 AM - 11:00 AM View from A Judge, an Attorney, a Guardian an EC and Pilot Site Administrator

View from A Judge, an Attorney, a Guardian an EC and Pilot Site Administrator

Thursday, July 18 10:00 AM - 11:00 AM

CEUs: 1

Eldercaring coordination is receiving national and international attention. In its latest Legislative Update, the ABA Commission on Law and Aging recognized eldercaring coordination as a viable option for families in conflict regarding the care and safety of an aging loved one. On June 14, 2018, at a presentation at the United Nations, eldercaring coordination was recognized as an Action Model for the welfare of elders. Learn how eldercaring coordination can make your lives easier as Guardians, and be on the ground floor as Eldercaring Coordination continues to develop 8 Florida Pilot Sites and beyond.

  • Tehera Smith

    Tehera Smith is the Court Operations Manager for the Probate/Guardianship division with the 15th Judicial Circuit, Florida.  She has worked within the court system for 15 years, thirteen of which have been directly involved in guardianship work.  She currently trains and supervises the case managers within the division and works closely with the South Palm Beach Probate Committee. Ms. Smith is also the Pilot Site Administrator for Eldercaring Coordination in her circuit and has been integrally involved in the development of eldercaring coordination in the 15th circuit and other developing Pilot Sites.

  • The Honorable Jessica Ticktin

    Education:
    Florida State University, Bachelor of Science, 2001
    Stetson University College of Law, J.D., 2003
    Prior Work Experience:
    The Ticktin Law Group, Managing Partner, 2009 – 2013
    Nugent Ticktin, Partner, 2008 – 2009
    Law Office of Matthew Nugent, Associate Attorney, 2006 – 2008
    Law Office of Mark Maynor, Associate Attorney, 2005 – 2006
    Law Office of Patricia Alexander, Associate Attorney, 2005
    Law Office of Ticktin & Associates, Associate Attorney, 2004
    Judicial Service:
    August 2014 – Elected to be a circuit judge of the 15th Judicial Circuit, Palm Beach County, FL
    January – June 2015: Civil Division “AE”
    June 2015 – current: Family Division “FZ” and Probate & Guardianship Division “IZ”
    January 2017 – current: Administrative Judge of South Palm Beach County Courthouse

  • Kim W. Torres

    For almost 20 years, Kim Torres has worked exclusively as a
    professional neutral, and has mediated over 2000 cases. Her
    skills and focus are on disputes that involve individuals and
    relationship issues. Kim serves as an Eldercaring Coordinator and
    enjoys assisting families in difficult times with highly emotional
    matters.
    As a Mediator certified in Circuit Civil, Family, Appellate and
    County cases, Kim has extensive experience and training as a
    Neutral. Kim is a member of a number of professional
    organizations, including The Florida Circuit-Civil Mediator’s
    Society, and is active with both the local Bar Association and the
    Florida Bar.
    She has served as an Officer of the Alternate Dispute Resolution
    Section of the Florida Bar for the past three years and is excited
    to have been chosen as the Chair-Elect. Recently, Kim was
    honored by the Florida Association of Women Lawyers as a
    Leader in the Law and has provided presentations on
    professionalism and best-practices for mediation.

  • Linda Fieldstone M. Ed

    Linda Fieldstone, M.Ed., is a Florida Certified Family Mediator, 11th Judicial Circuit Qualified Parenting Coordinator, Eldercaring Coordinator; former Supervisor of Family Court Services for the 11th Judicial Circuit, Florida, Miami-Dade County Florida, with service for 26 years. Her leadership roles include past President of the Association of Family and Conciliation Courts (AFCC); past President of its Florida Chapter (FLAFCC); Secretary of AFCC Task Force on Parenting Coordination 2005 and Reporter for current Task Force to update standards; and, Florida Supreme Court Rules and Policies Committee. Linda  was recognized by the Florida Supreme in 2018 with the Sharon Press Excellence in ADR Award, “in honor of visionary leadership, professional integrity and unwavering devotion to the field of alternative dispute resolution.” She is involved in research, training, and consultation internationally and written articles on high conflict families, family court services, empirically based parenting plans and parenting and eldercaring coordination. Ms. Fieldstone is currently Co-Chair of the ACR/FLAFCC Elder Justice Initiative on Eldercaring Coordination and servicing the community through Family Resolutions, LLC, to provide conflict resolution opportunities directly to families of all ages before, during or after court actions.

  • Cathy F. Bowers

    Cathy F. Bowers, BCPA, CP, CSA, MSA, NCG, founder and president of National Patient Advocate, Inc, helps patients, their families, and other individuals navigate through the healthcare system, advocates on their behalf, and creates personalized plans for the tough challenges that frequently accompany illness or other healthcare concerns.

10:00 AM - 11:00 AM Everything You Need to Know About Medical Marijuana and CBD for Seniors

Everything You Need to Know About Medical Marijuana and CBD for Seniors

Thursday, July 18 10:00 AM - 11:00 AM

CEUs: 1

Gain an understanding of the endocannabinoid system and how it interacts with the cannabis plant.   Identify best practices for implementing cannabis and CBD into the seniors wellness programs.

  • Colette Floridio

    Colette Florido is the founder and President of CR World, Corp. She is a native of the Chicago suburbs, who traded her snow shovel for a sand shovel relocating to St. Petersburg, Florida to launch a satellite office for Mayflower Tours, a tour operator for which she worked for over fifteen years holding titles such as Operations Manager, Director of Traveler Services and General Manager.  She holds a Bachelor’s degree in Secondary Education and Spanish from Bradley University, where she met her husband with whom she has been with for almost twenty years.  She often spoke to active adult communities about enjoying life on bucket-list destinations like river cruises and national parks, she now speaks to similar groups to educate them on the benefits of the cannabis and hemp plant to promote healthy living.  CR World launched in January of 2017, a company destined to become the trusted source in health-focused hemp and cannabis products, working in a small group direct selling format with the rapidly growing active adult and senior population.  Colette’s vision is that everyone will have access to quality hemp infused products and a trusted resource of information. It’s a natural plant with so many healthful qualities.  Using the latest in social media technology coupled with the entrepreneurial spirit of the direct selling industry, CR World will become a household name in the hemp infused market.  Colette is developing a sales team driven by compassionate capitalism.

10:00 AM - 11:00 AM Fiduciary Liability Insurance Claim Reviews

Fiduciary Liability Insurance Claim Reviews

Thursday, July 18 10:00 AM - 11:00 AM

CEUs: 1

With fiduciary claims on the rise, it makes sense to safeguard your practice against common liability exposures.  The presentation will guide attendees through an evaluation of the latest risk avoidance, reduction and transfer techniques, including professional liability insurance options.

  • Lawerence Hilton

11:15 AM - 12:15 AM Painting by Numbers- Reports of the Guardian of the Property

Painting by Numbers- Reports of the Guardian of the Property

Thursday, July 18 11:15 AM - 12:15 AM

CEUs: 1

In depth review of verified inventory, annual accounting, due dates, required documentation. court orders and statutory requirements.

  • Robin Phemister, Professional Guardian

    Robin Phemister

    • President and Owner of Solutions by RPM, Inc. and Nationally Certified Professional Guardian
    • 30 years of bookkeeping, accounting and office management experience both public and private sectors
    • Bachelor of Science degree in Accounting
    • Secretary-Executive Committee of FSGA
    • Membership Committee Chair and Education Conference Co-chair
    • Past Director and Trainer with BNI, the world’s largest referral network organization
    • 5+ years educating business professionals in the community on marketing, presentation skills, relationship building, goal setting, and team building

11:15 AM - 12:15 PM Are You Prepared for the Hearing?

Are You Prepared for the Hearing?

Thursday, July 18 11:15 AM - 12:15 PM

CEUs: 1

Learn from an experienced guardianship and probate litigator what you should expect to happen in the courtroom at contested and non-contested hearing, how to prepare for an upcoming hearing and ask questions you should be asking your attorney as the hearing approaches. Ms.Keller will provide guidance to prepare you for guardianship hearings, even on the most contested issues.

  • Pam Keller, Esq.

    Pamela Keller, Esq. specializes in civil litigation and practices elder law, guardianship, Medicaid planning and probate and trust administration. Ms Keller’s litigation practice includes commercial transactional, construction, real estate and exploitation litigation. Her elder law practice includes complex and contested guardianship and probate litigation, preparation of estate planning documents and Medicaid planning. Ms Keller has over thirty years of experience trying civil cases in New York and Florida in the Federal and State Courts. In addition to bringing cases to verdict, Ms. Keller also is skilled in alternative dispute resolution, appeals and administrative hearings. In her Elder law practice, she has developed a caseload of matters involving family fraud, successfully retrieving the assets and property taken from aged clients by unscrupulous family members.  As advocate for the elderly, Ms. Keller has helped bring about Florida legislation and program funding that aids in protecting families dealing with Alzheimer’s  disease and other forms of Dementia.

11:15 AM - 12:15 PM Socialization and Dimensions of Wellness

Socialization and Dimensions of Wellness

Thursday, July 18 11:15 AM - 12:15 PM

CEUs: 1

Benefits of Socialization and activities centered around the five dimensions of wellness.

  • Julie Goddard

    Julie Goddard is an 18 year guardian and the co-owner Jaime’s Adult Day Centers, LLC.  As a legal guardian, Julie has worked with hundreds of seniors and persons with disabilities.  She now concentrates on special needs trust and estate administration.  After obtaining an undergraduate degree in Political Science and a Master’s in Criminology, Julie was set to fight crime.  But as luck would have it, Julie fell into a career as a guardian and has loved the senior population since.  She did put the degrees to work as an adjunct professor at the University of Tampa where she taught for almost ten years.  When not working, Julie can be found running or biking just about anywhere from Bayshore to the Upper Tampa Bay Trail.  Above all, Julie enjoys spending quality time with her family, including her 3 year old grandson and newborn great niece!

11:15 AM - 12:15 PM Compliance with Standards of Practice

Compliance with Standards of Practice

Thursday, July 18 11:15 AM - 12:15 PM

CEUs: 1

Background and History of the Standards of Practice.  Why they matter. Scope of the Standards Strategies and techniques for compliance.

  • Lennie Burke, NCG

    Lennie Burke is a professional guardian with 15 years’ experience. He is nationally certified. His practice specializes in high conflict cases.
    He has been an advocate for professionalism in guardianship for many years and was a contributor to the Standards of Practice for Florida Guardians.
    He also practices in mediation with an emphasis on elder mediation and Christian conciliation.

01:00 PM - 02:00 PM Guardian Advocacy: Where We’ve been and we Still Need to Go

Guardian Advocacy: Where We’ve been and we Still Need to Go

Thursday, July 18 01:00 PM - 02:00 PM

CEUs: 1

An overview of the history of Section 393.12, Florida Statutes will be presented along with the progress made for self-represented parties to increase access to court systems. An understanding of the differences between a guardian advocacy and a guardianship will be presented along with the resources available for family members planning for the legal transition of a young adult with a developmental disability.

  • Joseph P George, Jr

    Mr. George is the sole shareholder of his firm Joseph P George PA in Miami. His firm primarily handles disputes in trusts, estates and guardianship administration. he serves as  court appointed counsel in probate guardianship and trust matters in State and federal courts is the Chair of the RPPTL Subcommittee on Guardian Advocacy.

  • Alexandra V. Reiman

    Alexandra V. Rieman was admitted to the Florida Bar in October 1986. In private practice from 1986 to 2003 she represented clients in family law, medical malpractice, criminal law, juvenile dependency and delinquency, probate, guardianship, employment discrimination, and corporate law. In November 2003 she joined the Seventeenth Judicial Circuit. While at the Circuit Alexandra was Probate Counsel and General Counsel. As an attorney for the State Courts System she provided legal advice to 3 Chief Judges, 2 Trial Court Administrators, circuit and county court judges, general magistrates, and court administration staff. Alexandra formed GAPS Legal, PLLC in January 2018 with Michelle Kenney. The firm focus is guardianship, advocacy, planning, probate, and special needs.

  • Michelle R. Kenney

    Michelle R. Kenney is a founding member of GAPS Legal, PLLC. GAPS Legal, PLLC was created to serve the specific legal needs of the guardianship, advocacy, probate, planning and special needs communities. Prior to obtaining her JD from NSU Shepard Broad College of Law in 2016, Michelle served vulnerable and disabled individuals in South Florida in various roles since 1994, with over 20 years in the guardianship community. She is a Florida Supreme Court certified circuit civil and county mediator and is an instructor for the guardianship courses in Broward County and online across Florida.
    Ms. Kenney is a past president of the Center for Guardianship Certification, the Florida State Guardianship Association and the Broward County Guardianship Association and has served on various committees for these organizations with a focus on education and increasing professionalism. She is a current member of the Florida Bar and the Broward County Bar Association and serves as a committee member for the Florida Bar Elder Law Section’s Guardianship Committee. She is a current board member of the Florida Justice Technology Center and serves on the advisory board for Nova Southeastern University’s Shepard Broad College of Law Adults with Intellectual and Developmental Disabilities Law Clinic.

01:00 PM - 02:00 PM VA Benefits, Aid, and Attendance

VA Benefits, Aid, and Attendance

Thursday, July 18 01:00 PM - 02:00 PM

CEUs: 1

 Starting in October 2018, the Veteran’s Administration has undertaken significant changes in the guidelines for VA Aid & Attendance.  These changes continue to take place in early 2019 and affect the lives of our veterans and/or their families in the areas of long-term financial and legal benefits.   

  • Amy Van Fossen

    Amy B. Van Fossen is a Florida Bar Accredited Elder Law attorney and established The Law Office of Amy B. Van Fossen (formerly The Law Office of Amy B. Jackson, P.A.) in 2004.

    She received her undergraduate degree in Organizational Behavior from Rollins College and earned her JD from Barry University School of Law in 2003.  She is licensed to practice in Florida.  Her firm practices in the areas of Estate Planning, Case Management, Guardianship, Probate and Trust Administration, VA Planning, Medicaid Planning, Silver Divorce and Civil Litigation. Ms. Van Fossen is accredited by the U.S. Department of Veteran’s Affairs for the preparation and presentation of Aid and Attendance claims, making her one of the few VA accredited attorneys in Brevard County and is a member of the Florida Bar Association; the Brevard County Bar Association; Elder Counsel; and the Florida Bar, Elder Law Section, Veterans Benefits Committee.

01:00 PM - 02:00 PM Spokesperson Training Developing Proper Skills for Speeches and News Media Interviews

Spokesperson Training Developing Proper Skills for Speeches and News Media Interviews

Thursday, July 18 01:00 PM - 02:00 PM

CEUs: 1

As FSGA broadens its educational effort, it is vital to have the skills to effectively communicate our messages and put your best foot forward. This session will help you reach those goals and help the public understand what guardianship is really all about. This is an in-depth session and an annual in-demand workshop, with real scenarios giving you hands-on training

  • Al Rothstein, President of Al Rothstein Media Services, Inc

01:00 PM - 02:00 PM Proactive Approaches for Alzheimer’s Disease and Related Neurocognitive Disorders

Proactive Approaches for Alzheimer’s Disease and Related Neurocognitive Disorders

Thursday, July 18 01:00 PM - 02:00 PM

CEUs: 1

This presentation will provide Professional Guardians with insight into the need for quality diagnoses for symptomatic patients, advocating for disease-specific care in acute, subacute, and community settings, etc.

This presentation also addresses preventive strategies to decrease risk of cognitive decline, treatable vs. irreversible causes, etc. This is information that benefits the Conference attendees and their families as well as those serve in their capacity as Professional Guardians

  • Karen Gilbert, DNP (c) MS RN CDP

    Karen Gilbert is the Vice President of Education and Quality Assurance for Alzheimer’s Community Care. Karen is a Registered Nurse and has worked in health care administration in Palm Beach County for over 35 years.
    For the past nine years, Karen has worked with patients experiencing various stages of Alzheimer’s Disease and related neurocognitive disorders. In working with these patients and their families, Karen has promoted highly individualized care planning methods to maintain and
    optimize patients’ abilities, coach and support caregivers and improve quality of life for those affected by these diseases.
    Karen holds Certification in Alzheimer’s disease training from the Florida Department of Elder Affairs as well as designation as a Certified Dementia Practitioner from the National Council of Certified Dementia Practitioners. Karen presents educational programs for health care professionals, law enforcement and first responders, community groups, as well as area
    medical, nursing, social work and health administration students.
    Karen was recognized with the 2017 Palm Beach County Medical Society Hero in Medicine Award for Education.
    Karen is now pursuing a Doctor of Nursing Practice (DNP) degree at Palm Beach Atlantic University. Karen received her Bachelor of Science degree from the State University of New York, Downstate Medical Center, and holds a Master of Science degree in Health and Human Services from Nova Southeastern University in Fort Lauderdale.

02:15 PM - 04:15 PM Best Medical Practices Understanding Perspective of a Lost Identity in Patient Care

Best Medical Practices Understanding Perspective of a Lost Identity in Patient Care

Thursday, July 18 02:15 PM - 04:15 PM

CEUs: 2

This session identifies common misconceptions about identity and thought processes for persons living with Alzheimer’s disease and related dementias. Going beyond diagnostic brain imaging and neurocognitive testing scales, case studies and research from around the United States highlights persons with dementia by the utilization of expressive arts therapy techniques as a treatment modality from a person-centered approach. In addition, this workshop aims to alter the perceptions of how persons living with dementia are perceived by the medical community, with a reliance in lessening psychotropic drug usage, discouraging poor spending allocations and establishing meaningful care. From Alzheimer’s clinical research trials to expressive art therapies, the importance of why the arts and neurosciences are needed is demonstrated to enhance quality of life and well-being for those living with neurocognitive impairments, and ways in which to establish an improved medical model practice. 

  • Angel Duncan

    Angel has an extensive background in counseling psychology, neurosciences research and art therapy. She is a widely published author and speaks nationally and internationally on dementia forms and mental health. She is the Director of Education and Research Associate in Alzheimer’s clinical research trials at the Neuropsychiatric Research Center of Southwest Florida in Fort Myers, and has an art therapy practice in Naples.    

Friday, July 19
08:30 AM - 09:30 AM Dementia Care Planning: The Art of Passionate Care

Dementia Care Planning: The Art of Passionate Care

Friday, July 19 08:30 AM - 09:30 AM

CEUs: 1

Currently, there is no cure for Alzheimer’s related dementia. This brain-robbing disease has the potential to cripple families’ physical, emotional, and financial health. Therefore, quality dementia education is needed. While there is not a CURE, there is CARE. 

  • Dr. Macie P. Smith

    Dr. Macie P. Smith is a Licensed Social Worker, Certified Social Work Case Manager, and a Social Worker in Gerontology with almost 2 decades of experience working with aging and vulnerable populations in South Carolina. She conducts research, develops programs, conducts program evaluations, and facilitates professional development training in the areas of health care management, human services program development. Dr. Smith is the CEO of Diversified Training Consultants Group, a Geriatric Care Management group that promotes quality education and training for health and human services practitioners and family caregivers. She’s also a court-appointed guardian. 

10:00 AM - 11:00 AM 2019 New Ethical Dilemmas

2019 New Ethical Dilemmas

Friday, July 19 10:00 AM - 11:00 AM

CEUs: 1

This session to present various situations that guardians may encounter and solicit suggestions from attendees on how to handle. Florida Standards for Professional Guardians  and Florida Statutes will be discussed in depth and for each case study .

  • Irene Rausch, NMG

    Irene Rausch has served as professional guardian since 1982. She holds a Master’s Degree in Applied Anthropology and earned the National Master Guardian certification in 2000. She served as President of the Guardian Association of Pinellas County (1987, 1988, 2012, 2013) and developed and conducted the initial 40 hour training at St. Petersburg Junior College in 1988. Irene also served as President of the Florida State Guardianship Association (1989, 1990) and coordinated the first state guardianship conference St. Petersburg in 1987.
    Irene was elected as a charter member of the NGA Board of Directors in 1988 and served for 9 years on the Board. During her term, she served as Conference Chairman for 6 years. While on the NGA board she assisted with the development of the NGA Registered Guardian Handbook, 8 hour training and initial exam for RG certification. Irene has personally conducted 121 40 hour guardian training programs in Pinellas and Hillsborough counties since 1989 and is the author of “A Practical Guide to Guardianship.”

  • Steven Hitchcock JD, LL.M

    Steven E. Hitchcock is a Florida Bar Board Certified Elder Law attorney, who practices in the areas of Social Security Disability Law, SSI and Medicaid, Special Needs Trusts, Guardianship and Guardian Advocacy, Long Term Care Planning, Veteran’s Benefits law, Estate Planning and Probate and Trust Administration. Mr. Hitchcock is owner of Hitchcock Law Group. Mr. Hitchcock received his Bachelor of Science Degree in Pharmacy from Union University in upstate New York. Mr. Hitchcock received his Law Degree, Cum Laude, with a Certificate of Concentration in Elder Law in 2005, and his LL.M. in Elder Law, with Distinction, from Stetson University College of Law in St. Petersburg, Florida in 2012. He is a member of the Elder Law, the Real Property, Probate and Trust Law, Health Law and Administrative Law sections of the Florida Bar. He serves as Substantive co-Chair of the Elder Law Section of the Florida Bar and also Chair of the Ethics Committee of the Elder Law Section of the Florida Bar, and serves on the Guardianship Committee of the Real Property Probate and Trust Law Section of the Florida Bar.

10:00 AM - 11:00 AM Guardianship By Combat: Everything You Wanted to Know About Contested Proceedings

Guardianship By Combat: Everything You Wanted to Know About Contested Proceedings

Friday, July 19 10:00 AM - 11:00 AM

CEUs: 1

The presentation will consider issues of importance to contested guardianship including objections to examining committee reports, who has standing to contest, and the rules of evidence and procedure.

  • Harry Hackney, JD B.C S.

    Harry Hackney is Board Certified in Civil Trial Law by the Florida Bar since 2012, which means he has demonstrated expertise in trying both jury and non-jury civil cases. He has practiced a wide variety of civil litigation, including appeals, in his twenty-nine (31) years of practice, and has appeared before every level of the Florida state court system from small claims court to the Florida Supreme Court. His practice has included guardianship law since 1998. He presently focuses on litigation related to guardianship, probate, estates, trusts, and real property. His office is located in Tavares, Florida, which is the county seat for Lake County.

10:00 AM - 11:00 AM I’m Mom’s Favorite-Working Through Sibling Rivalry

I’m Mom’s Favorite-Working Through Sibling Rivalry

Friday, July 19 10:00 AM - 11:00 AM

CEUs: 1

This seminar will address the issue of family and sibling rivalry within the guardianship and probate processes. Many families go through a trying time when it comes to caring for an elderly parent or disabled family member. Facing end of life decisions can bring out all of the old hurts, the worst in people. In this seminar you  will learn to identify and diffuse sibling rivalry, triangulation, family dynamics and enmeshment.  

  • Lisa Dasher, JD

    Lisa is the coordinator for the Family Law Legal Aid Clinic, sponsored by Jacksonville Area Legal Aid, for Clay County.  She received The Honorable Lamar Winegeart, Jr. Pro Bono Service Award (2012) for her work with the Clinic. Lisa is the co-chair for the Jacksonville Bar Association’s Family and ADR Committees. She publishes a monthly newsletter to keep the legal community informed. Lisa has serves on the Board of Directors for the Family Nurturing Center.

10:00 AM - 11:00 AM Restoration of Rights

Restoration of Rights

Friday, July 19 10:00 AM - 11:00 AM

CEUs: 1

The session takes an in depth look at Restoration of wards rights, Detailing the statutes, the process and the guardians duty.

  • Enrique D. Zamora

  • Enrique Zamora, Esq.

    Enrique Zamora, Esq.

    Enrique is a founding partner of Zamora, Hillman & Villavicencio with over 28 years of legal experience in the areas of probate, guardianship, trust, estate planning and elder law. He is a Florida Bar Board-Certified Elder Law attorney and former chair of the Elder Law Section of The Florida Bar. Enrique is also a Florida Supreme Court Certified Civil Mediator. After obtaining his bachelor’s degree in Electrical Engineering (1971) from the University of Florida, a Master of Business Administration (1975) and Master of Science in Management in the fields of Accounting and Taxation (1981) from Florida International University, Enrique obtained his Juris Doctor, cum laude, from the University of Miami School of Law in 1985.

    His professional memberships include the Elder Law Section of The Florida Bar, the Real Property, Probate, and Trust Law Section of The Florida Bar, the National Academy of Elder Law Attorneys, the Academy of Florida Elder Law Attorneys, Dade County Bar Association, and Cuban American Bar Association. He is a former Board Director of the Florida State Guardianship Association, former President of the South Florida Guardianship Association, former Chair of the Probate & Guardianship Committee of the Dade County Bar Association and former Chair of the Grievance Committee for the Eleventh “D” of The Florida Bar.

    In addition to his practice, Enrique serves as Special Master for the City of Miami Beach and as Court Appointed Attorney-Ad-Litem for Cuban National Heirs, 11th Judicial Circuit of the State of Florida, Dade County, Probate Division. He acts as Special Magistrate over Baker Act proceedings & Marchman Act proceedings. He is an Adjunct Professor of Law at St. Thomas University, School of Law since 2004 where he teaches Elder Law and Guardianship Law courses. He previously served as Lead Instructor and Planning Committee Chair for the Professional Guardianship Program at Miami Dade College, as an Adjunct Professor of Business Law at the University of Miami School of Continuing Studies, as well as, Professor of Paralegal Program at Florida National College.

    Enrique is the recipient of numerous awards including: the Pro Bono Award from the Dade County Bar Association and the 11th Judicial Circuit (2008) for Guardianship; a Certificate of Appreciation from The Florida State Guardianship Association (2003) for services rendered to the F.S.G.A. Board of Directors; the Dade County Bar Association Award (1999-2000, 2000-2001, 2001-2002) for exceptional service as Chair of the Probate & Guardianship Committee; the Outstanding Legal Service Award from the Association for Retarded Citizens, South Florida (1999)or his efforts on behalf of persons with Mental Retardation and other Developmental Disabilities.

10:00 AM - 11:00 AM Advanced Medicaid Strategies with Special Needs Trusts

Advanced Medicaid Strategies with Special Needs Trusts

Friday, July 19 10:00 AM - 11:00 AM

CEUs: 1

This presentation will discuss various types of Special Needs Trusts (SNTs) and how to differentiate between. It focuses on Federal and State Regulations, application of various Medicaid programs/benefits and how to qualify and maximize benefits for wards.

  • Travis Finchum

    Travis D. Finchum received his Bachelor’s of Science Degree and Law Degree from the University of Florida. Mr. Finchum has been Board Certified since 2002 as an Elder Law specialist by the Florida Bar. He is the founder of Special Needs Lawyers, P.A. He is the Chair of the Special Needs Trust Committee of the Florida Bar’s Elder Law Section and past chair of the Elder Law Board Certification Committee. He serves on the Advisory Board of the Academy of Special Needs Planners, and is a member of the National Academy of Elder Law Attorneys and the Academy of Florida Elder Law Attorneys.

11:15 AM - 12:15 PM Elder Exploitation

Elder Exploitation

Friday, July 19 11:15 AM - 12:15 PM

CEUs: 1

Overview of civil an criminal law to identify elements and procedures involving exploitation of vulnerable adults.

  • Alex Cuello, Esq

    Alex Cuello, Esquire, the principal shareholder of the Law Office of Alex Cuello, P.A. in Miami, has been admitted to practice law in Florida since 1996.

    B.A. from Florida International University

    Law Degree from St. Thomas University

    Master of Laws degree in Elder Law from Stetson University.

    Mr. Cuello’s practice focuses on elder law with an emphasis in the areas of probate administration and litigation, guardianship administration and litigation, estate planning and Medicaid planning.

    Mr. Cuello serves on the Executive Counsel of the Elder Law Section of The Florida Bar, teaches the court approved Professional Guardian and Family Guardianship Courses. Mr. Cuello is Board Certified by The Florida Bar as a specialist in Elder Law and is “AV” Rated by Martindale-Hubbel.

11:15 AM - 12:15 PM Violence in the Workplace

Violence in the Workplace

Friday, July 19 11:15 AM - 12:15 PM

CEUs: 1

A focused look at  Violence in the Workplace and identify strategies to decrease. Recognizing  the triggers and the predisposing factors .

  • Paula Loats, RN, BS, CCDS

11:15 AM - 12:15 PM Marrying Hi-Tech with Hi-Touch when Caring for Someone with Alzheimer’s or Dementia

Marrying Hi-Tech with Hi-Touch when Caring for Someone with Alzheimer’s or Dementia

Friday, July 19 11:15 AM - 12:15 PM

CEUs: 1

This presentation will discuss where high tech and high touch come together to allow people to live the their best life possible. It will explore the different forms of technology that will help deliver quality care.  It will give participants and  understand the cost of technology both in quality of care and the financial implications.

  • Tino Negri CAEd

  • Scott Greenberg CAed

11:15 AM - 12:15 PM Details Matter So Don’t Blink an Eye- Guardianship Litigation-Incapacity Planning and Restoration of Rights

Details Matter So Don’t Blink an Eye- Guardianship Litigation-Incapacity Planning and Restoration of Rights

Friday, July 19 11:15 AM - 12:15 PM

CEUs: 1

Guardianship and the Interplay Between Proper Planning, Administration, and Litigation:  Special Issues for Fiduciaries in dealing with Complex Guardianship Issues

  • Bart H. Chepenik, JD. LL.M.

    Bart H. Chepenik, Esq., Senior Managing Partner and founding member of Chepenik Trushin LLP, heads the firm’s estate planning, probate administration, trust administration, guardianship administration and corporate transactional practice. As such, Mr. Chepenik focuses his practice on representing individuals, families and businesses in estate planning, business succession planning, wealth preservation, asset protection planning, charitable giving, probate administration, trust administration, guardianship administration, and corporate law.

    Mr. Chepenik received a B.A. in English from the University of Florida in 1990, a J.D. from Nova Southeastern University in 1994, and an LL.M. in Taxation from the University of Miami School of Law in 1995. He is admitted to practice in both Florida and the United States Tax Court.

    Mr. Chepenik began his career with Arthur Andersen LLP where he spent seven (7) years focused in that company’s state and local tax practice, concentrating on representation of and consultation to mid-size and large private and public companies in all facets of state and local taxation, including income/franchise tax planning, sales and use tax planning, state transfer tax planning, corporate restructuring planning and implementation, state tax audit representation, state tax process automation, and voluntary disclosures

    As a result of his hard work and client-centered approach, Mr. Chepenik has been recognized for his legal work in South Florida many times. He currently has an AV Preeminent Rating by Martindale-Hubbell, and was named “Legal Elite” 2010 by Florida Trend Magazine and a “Top Lawyer” in the 2014 and 2015 edition of The South Florida Legal Guide.

    In addition to his legal advocacy, Mr. Chepenik has been involved in the Miami community for many years as well. He is a member of The Florida Bar’s Tax and Real Property, Probate, and Trust Law Sections, a member of Mount Sinai’s Planned Giving Committee, Anti-Defamation League Chair of the Glass Leadership Institute, and Board of Governors member and Chairman of the Law Council for the Miami Beach Chamber of Commerce. He currently resides in Miami Beach with his wife and three daughters.

  • Bradley Trushin, Esq

    Bradley H. Trushin is a co-founder of Chepenik Trushin LLP and leads the litigation department of the firm. Mr. Trushin is a Martindale-Hubbell AV preeminent rated attorney with broad litigation and appellate experience, a published author, and a leader in state and local bar organizations focusing on ethics and professionalism issues. Mr. Trushin is admitted to practice in all Florida state courts, as well as the United States
    District Courts for the Southern and Middle Districts of Florida, the District of Puerto Rico, the Middle District of Tennessee, the District of Minnesota, and the First, Third and Eleventh United States Circuit Courts of Appeals. He has headed the appellate,litigation, and E&O departments in several law firms; authors legal education materials,scholarly articles and book chapters; conceives, moderates and participates in legal
    seminars; and serves as a testifying expert witness on attorney’s fees, professional malpractice and insurance issues in Florida state and federal courts and before the American Arbitration Association. He also serves as an attorney’s fees consultant for attorneys, insurance carriers and private corporations, reviewing fee applications and advising clients on the handling of fee issues, including litigation concerning fees. Mr.
    Trushin has served as general counsel for a company in which he managed over twenty law firms in the United States, including compliance and review of billing.

12:15 PM - 01:45 PM Legislative Update

Legislative Update

Friday, July 19 12:15 PM - 01:45 PM

CEUs: 1

2019 Legislative Update

  • Steven Hitchcock JD, LL.M

    Steven E. Hitchcock is a Florida Bar Board Certified Elder Law attorney, who practices in the areas of Social Security Disability Law, SSI and Medicaid, Special Needs Trusts, Guardianship and Guardian Advocacy, Long Term Care Planning, Veteran’s Benefits law, Estate Planning and Probate and Trust Administration. Mr. Hitchcock is owner of Hitchcock Law Group. Mr. Hitchcock received his Bachelor of Science Degree in Pharmacy from Union University in upstate New York. Mr. Hitchcock received his Law Degree, Cum Laude, with a Certificate of Concentration in Elder Law in 2005, and his LL.M. in Elder Law, with Distinction, from Stetson University College of Law in St. Petersburg, Florida in 2012. He is a member of the Elder Law, the Real Property, Probate and Trust Law, Health Law and Administrative Law sections of the Florida Bar. He serves as Substantive co-Chair of the Elder Law Section of the Florida Bar and also Chair of the Ethics Committee of the Elder Law Section of the Florida Bar, and serves on the Guardianship Committee of the Real Property Probate and Trust Law Section of the Florida Bar.

02:00 PM - 03:00 PM Psychotropic Medications: Facts, Myths and More

Psychotropic Medications: Facts, Myths and More

Friday, July 19 02:00 PM - 03:00 PM

CEUs: 1

This presentation will review common mental health disorders,the names and indications of commonly prescribed psychotropic medications and discuss evidence based use of psychotropic medications.  

  • Dr. Daniel Castellanos

    Dr. Castellanos has spent his career in academic medicine dedicated to the teaching and training of students, residents, and fellows in Psychiatry. He has received several awards for outstanding teaching and has served as a mentor for numerous practicing child and adolescent psychiatrists. One of Dr. Castellanos’ areas of expertise are the appropriate use of psychotropic medications in children and adolescents. He has given over 80 international, national or regional presentations and published two books and an online training module on the appropriate use of psychotropic medications in children and adolescents. He has also performed research and published in suicide and Hispanic youth and the use of novel psychoactive substances among youth.

02:00 PM - 03:00 PM Incapacity and Consent – Paving the Way for Guardians’ Voices to Be Heard

Incapacity and Consent – Paving the Way for Guardians’ Voices to Be Heard

Friday, July 19 02:00 PM - 03:00 PM

CEUs: 1

This will discuss self medicating in elderly wards. This will evaluate the definitions between incapacity and consent. Discuss terms and legal phrasing of the guardianship laws .

  • Beth Prather, PA

    Beth graduated from Emory University in 1982, Phi Beta Kappa, obtained her MBA from Nova University in 1988 and her Juris Doctorate, cum laude, from the University of Maine in 1992.

    Beth is board certified in elder law by the Florida Bar and is accredited by the Veterans Administration.  Her practice concentrates in the areas of life care planning, probate, guardianship, Medicaid, VA planning and estate planning.

    Beth is a past president of the Life Care Planning Law Firms Association, past president of the Academy of Florida Elder Law Attorneys, past chair of the Elder Law Certification Committee of the Florida Bar. She is also a member of the National Academy of Elder Law Attorneys and the Lee County Bar Association. She was named as a Super Lawyer by Super Lawyers magazine in 2008-2017.

02:00 PM - 03:00 PM Recreational Therapy- The Road to Wellness

Recreational Therapy- The Road to Wellness

Friday, July 19 02:00 PM - 03:00 PM

CEUs: 1

What is recreational therapy, the purpose, types of programs barriers and benefits.

  • Stella A. Husch MSA, CTRS, CBIS

    Stella graduated from Michigan State University with a Bachelor of Science Degree in Parks and Recreation with an emphasis in Therapeutic Recreation. She received a Master of Science Degree in Administration from Central Michigan University. She has been working in the Parks and Recreation field since 1999 and has been working in the Therapeutic Recreation Field (inpatient and in home) since 2001. Stella is the Games Director for the Michigan Victory Games, a nationally recognized sporting competition for athletes with disabilities.

    She has been active with Michigan Recreation and Park Association (MRPA) where she has held many board and committee member positions and is also a current member of Michigan Therapeutic Recreation Association (MTRA), American Therapeutic Recreation Association (ATRA), Adaptive Sports Coalition, National Parks and Recreation Association (NRPA) and Case Management Society of America along with many other organizations.

    Awards received include The Outstanding Achievement Award (MRPA ), The Young Professional Award (NRPA Ethnic Minority Society), Outstanding Coach Award (Michigan Disability Sports Alliance), 2007 American Academy of Park and Recreation Administration Externship Scholarship, 2011 Crain’s Detroit Business Health Care Hero in Allied Health, 2013 Oakland County L. Brooks Patterson’s class of 2013 Elite 40 under 40 and others.

02:00 PM - 03:00 PM Guardianship Law- Change is in the Air Will You Be Ready?

Guardianship Law- Change is in the Air Will You Be Ready?

Friday, July 19 02:00 PM - 03:00 PM

CEUs: 1

This session will discuss changes in Guardianship Law and how they will affect guardians.

  • Glenn M Mednick Esq

    Trial Attorney at the law offices of Glenn Mednick. Practice Areas: Probate, Trust and Guardianship Litigation; Probate, Trust and Guardianship Administration; Commercial Litigation; Real Estate Litigation; and Certified Circuit Civil and County Court Mediator.

03:30 PM - 04:30 PM Financial Exploitation of the Elderly

Financial Exploitation of the Elderly

Friday, July 19 03:30 PM - 04:30 PM

CEUs: 1

The presentation will share information to raise awareness to help guardians and other processionals recognize and combat financial abuse of the elderly.

  • Carlos McDonald

    Carlos McDonald brings nearly thirty-five years of senior management experience in both the private and public sectors to the Guardianship Program. GPDC is the state’s oldest and largest of public guardianships handling roughly 55% of all the cases in Florida. The Guardianship Program currently employs a full-time staff of fifty-six dedicated individuals.

03:30 PM - 04:30 PM The Coming Age of Telemedicine

The Coming Age of Telemedicine

Friday, July 19 03:30 PM - 04:30 PM

CEUs: 1

This session will introduce the concept of telemedicine, discuss some of the newest technology and then to open the discussion to how this technology might be used by providers in the guardianship (and associated) field.

  • Dr. Paul Schwartz MD, CHCQM

    Dr. Paul Schwartz, MD is an internal medicine specialist in Delray Beach, FL and has been practicing for 25 years. He graduated from University Of Miami School Of Medicine in 1987 and specializes in internal medicine and physical medicine & rehabilitation.

03:30 PM - 04:30 PM Flim /Flam What a Scam: Protecting the Vulnerable from Email Scams

Flim /Flam What a Scam: Protecting the Vulnerable from Email Scams

Friday, July 19 03:30 PM - 04:30 PM

CEUs: 1

E mail is the preeminent communication in use today. Unfortunately it also provides opportunity for exploitation of the vulnerable user.. This talk highlights some email scams your wards are likely to encounter along with practical advice for limiting the [potential for exploitation.

  • Terrance M. Wright

    Terry Wright is a Fiduciary and Professional Guardian. In
    2015 he established Integra Estate and Life Care Services in
    Punta Gorda, FL. He has advanced degrees in science and
    business fields. Terry worked for 30 years for IBM as a senior
    technologist and over 35 years in the high technology sector.
    As an ‘early adopter’ of many technologies, he has many years’
    experience witnessing the evolution of eMail as an exploitation.

03:30 PM - 04:30 PM 2019 Case Law and Statute Update

2019 Case Law and Statute Update

Friday, July 19 03:30 PM - 04:30 PM

CEUs: 1

Recent Florida Appellate cases and new and revised statutes, impacting guardians will be reviewed and discussed with conference participants.

  • Michael W. Connors, ESQ

    Admitted to the Florida Bar in 1987, Michael W. Connors is board certified by the Florida Bar as a specialist in the field of Elder Law. He earned his law degree from the University of Florida in 1986. A member of Law Review, he won honors in Administrative Law and served as
    a research assistant for the University Center for Governmental Responsibility. Concurrent with his law degree, he received a Master’s degree in Urban and Regional Planning.

03:30 PM - 04:30 PM Funding Guardianships Using Home Equity

Funding Guardianships Using Home Equity

Friday, July 19 03:30 PM - 04:30 PM

CEUs: 1

This program explores reserve mortgages and other tools to help your ward or client.

  • JD Dinnocenzo

    Certified Mortgage Planner, Certified Senior Advisor HECM ( Reverse Mortgage) Specialist and Licensed mortgage banker and works for Cross Country Mortgage a national residential  lender based in Ohio.

04:45 PM - 05:45 PM Updates from OPPG

Updates from OPPG

Friday, July 19 04:45 PM - 05:45 PM

CEUs: 1

The department will discuss updates.

  • Carol Berkowitz, M.A. Esq

    Carol Berkowitz, MA, Esq. is currently the Executive Director at the Office of Public and Professional Guardians (OPPG) housed within the Florida Department of Elder Affairs. She is also an Adjunct Professor at the FSU College of Social Work. Carol has a Master’s Degree in Gerontology from the University of South Florida and a Juris Doctorate from the Florida State
    University College of Law. She previously worked as the Sr. Director of Quality Affairs at the Florida Health Care Association and also served as the Director of Government Affairs at Florida Health Care Association. She worked with Leading Age Florida for almost 10 years as the Sr.
    Director of Regulatory and Legal Affairs and prior to that at the Florida Dental Association for 11 years as a lobbyist. In addition to 25 years of Association work, Carol has extensive knowledge of long-term care regulations, public policy, and advocacy.

Saturday, July 20
08:30 AM - 09:30 AM Building Empathy in Health Care – What My Patients Have Taught Me

Building Empathy in Health Care – What My Patients Have Taught Me

Saturday, July 20 08:30 AM - 09:30 AM

CEUs: 1

 Learners will be able to define Empathy vs Sympathy and how empathy allows providers to understand the patient/client/family experience. Learners will be able to discuss the role of Empathy and how it can influence treatment outcomes. Learners will be able to demonstrate different communication styles incorporating empathy to most effectively build a positive rapport with patients/clients/families. Learners will be able to define compassion fatigue, causes, and coping mechanisms. 

  • Robin Starr

    Community Educator at Memorial Rehabilitation Institute Hollywood

     

10:00 AM - 11:00 PM Panel- HFMA Post Acute Care- Adding Value /Reducing Cost- Collaborating for Improved Patient Outcomes.

Panel- HFMA Post Acute Care- Adding Value /Reducing Cost- Collaborating for Improved Patient Outcomes.

Saturday, July 20 10:00 AM - 11:00 PM

CEUs: 1

This Panel Discussion will provide a solid perspective on critical issues in implementing value based approaches to healthcare delivers that can improve outcome and reduce costs.  The conversation will address ways the components of the health care system can drive changes in how we deliver care.

PANEL DISCUSSION

Edward Briggs, DNP;

Suzanne Ginka RN, LHRM;

Dr. Sara Bohn DO;

Violet Argo RN BS CHPN

  • Paula Loats RN, BS, MBA, CCDS

    I began my nursing career over thirty two years ago following an introduction into the healthcare field as a teenager. Over the years I have practiced in many specialties that include Emergency/Trauma, Intensive Care, Radiology, Extended Care, Cardiac Intervention, and Electrophysiology.  My role in the clinical setting later extended into the role of educator in facilities as well as the corporate setting. I worked for St. Jude Medical and Biotronik as a Certified Cardiac Device Specialist. Prior to my role as Clinical Liaison Educator for Cornerstone Hospice, I had been an Educator and Program Developer for Florida Hospital Orlando’s Electrophysiology Department and later held a position in the Cardiovascular Institute Registry reviewing compliance data. My love of passionate and excellent patient care throughout my career and the increasing awareness of the need for such care at end of life led me to the position I hold today. Thank you for this opportunity to spread awareness and understanding of Cornerstone Hospice and Palliative care. 

10:00 AM - 11:00 AM Developing a Plan of Care for Your Ward

Developing a Plan of Care for Your Ward

Saturday, July 20 10:00 AM - 11:00 AM

CEUs: 1

The session will take a look at developing a plan on care for your ward using a comprehensive assessment and the Wards values and preferences.

  • Irene Rausch, NMG

    Irene Rausch has served as professional guardian since 1982. She holds a Master’s Degree in Applied Anthropology and earned the National Master Guardian certification in 2000. She served as President of the Guardian Association of Pinellas County (1987, 1988, 2012, 2013) and developed and conducted the initial 40 hour training at St. Petersburg Junior College in 1988. Irene also served as President of the Florida State Guardianship Association (1989, 1990) and coordinated the first state guardianship conference St. Petersburg in 1987.
    Irene was elected as a charter member of the NGA Board of Directors in 1988 and served for 9 years on the Board. During her term, she served as Conference Chairman for 6 years. While on the NGA board she assisted with the development of the NGA Registered Guardian Handbook, 8 hour training and initial exam for RG certification. Irene has personally conducted 121 40 hour guardian training programs in Pinellas and Hillsborough counties since 1989 and is the author of “A Practical Guide to Guardianship.”

10:00 AM - 11:00 AM Cannabis Therapeutics and Cannibinoid Care Specific to Advanced Health Care Directives

Cannabis Therapeutics and Cannibinoid Care Specific to Advanced Health Care Directives

Saturday, July 20 10:00 AM - 11:00 AM

CEUs: 1

This presentation will give an overview of Endo-Cannabinoid System.  Discuss Cannabis as a therapeutic agent, practical applications., the Science, and the Law. It will also touch on Cannabinoid care in Advanced Healthcare Directives.

  • Josephine Krehl, MSW, LCSW

    Began her work as a substance use disorder therapist but her passion led her to the field of hospice medical social work. As a result of her work with the terminally ill, she discovered the therapeutic benefits of cannabis which sparked a drive to advocate for changing oppressive drug laws, for safe and legal access to cannabinoid medicine and educating on the therapeutic benefits of cannabis.

  • Carrie McClain, Attorney

10:00 AM - 11:00 PM It Takes Two to Tango : Substance Use Disorder and the Elderly

It Takes Two to Tango : Substance Use Disorder and the Elderly

Saturday, July 20 10:00 AM - 11:00 PM

CEUs: 1

Recent statistics reveal a startling increase in the number of older adults struggling with a substance abuse disorder. Ageism myths contribute to misdiagnosis. This presentation addresses the barriers to treating the aging population. Case studies, intervention and treatment options for older adults will be included.

  • Kristen Byrne, MA, MCAP

    Kristen is the VP of Addiction and Mental Health Services Feinberg Consulting.

  • Pam Feinberg-Rivkin, RN, BSN, CCM, CPRN

    Pam has an array of experience in health care since 1977, to include medical/surgical,renal failure/hemodialysis, home health, Senor Care Management, Catastrophic Case Management, Addiction and Mental Health Case Management. Extensive case management and Consulting services for over 25 years with Catastrophic/Trauma, Senior care, Substance Use/Abuse, Addiction and Mental Health. Extremely proficient in communicating with client, family, physician, provider, attorney, and insurance company in coordinating all services for clients and families.

11:15 AM - 12:15 PM The Simplicity of the Modern Day Special Needs Pooled Trust

The Simplicity of the Modern Day Special Needs Pooled Trust

Saturday, July 20 11:15 AM - 12:15 PM

CEUs: 1

This will be a panel discussion with a brief overview of the history, use and
evolution of the special needs pooled trust. Once bureaucratic in nature, the
modern-day pool trust has made the lives of beneficiaries much easier with
the use of technology while still providing the “hands-on touch” needed by
individuals with disabilities.

  • Beth Halprin

    Beth Halprin is the Director of Clinical Services for Alternative Home Health Care since 1998.  She graduated with her Baccalaureate of Science Degree in Nursing from Florida Atlantic University with a specialty in psychiatric nursing and is currently enrolled in a Masters Psychiatric
    Nurse Practitioner program. She has worked as a Registered Nurse for more than 35 years in a variety of professional health management and medical specialty settings and has worked in the home health field for more than 25 years. Beth sits on the Board of Directors for the Broward County Guardianship Association, as well as the Florida State Guardianship Association. She has worked exclusively with geriatric clients and their families since 1989 and frequently lectures on topics such as home health care, dementia and nursing care for the elderly.

  • Stephanie Johnson

    Director of Conservatorship & Guardianship
    at Good Shepherd Fund San Jose, CA  Good Shepherd Fund is a 501 (c) 3, non-profit organization founded in 1970 to advocate for people with disabilities and their families. Closely providing oversight to the delivery of court appointed duties and person-centered services of the organization including: Guardianship, Conservatorship, Power of Attorney a

  • Sara Greene

    Since graduating magna cum laude from Wellesley College in 1995, Ms. Greene has dedicated her career to working in the non-profit sector. Her positions have ranged from serving the inner-city youth of Boston, MA to the disabled and incapacitated of Philadelphia, PA and beyond. An entrepreneur at heart, Ms. Greene has co-founded multiple organizations which sought to serve some of the most vulnerable of our society
    while maintaining the most important position she has ever held, the mother of her two children.

  • Denise Lettau

    Ms. Lettau joined Secured Futures in January 2018. She graduated with a B.A. in Political Science from Pacific Lutheran University and subsequently a juris doctorate from Seattle University. After graduation, Ms. Lettau worked as a Research Assistant at the Institute of International Law in Kiel, Germany and later after the fall of the Berlin Wall, she worked as a Senior Lecturer at Humboldt University in Berlin. Upon her return to the United States, Ms. Lettau practiced law before entering the
    banking industry. Her banking career has been entirely focused on servicing the disabled and/or elderly. She worked for an eight- year stint at SunTrust Bank as a trust advisor in the Special Needs Trust department followed by nearly five years at Wells Fargo as a Senior Advisory Specialist in the area of Life Management Services which catered to the needs and concerns of older clientele.Ms. Lettau is a board member of both the Jewish Federation and Jewish Foundation of Broward County. She currently serves as the Chai Care chair, a program providing care management for donors of the Jewish Foundation. Ms. Lettau is also a Lion of Judah as well as a trustee of the Jewish Women’s Foundation in Broward County.She also serves as a co-chair of the Planned Giving Committee for the Ann Storck
    Center in Fort Lauderdale, FL.

11:15 AM - 12:15 PM Challenges of the Golden Rule, Compassionate Services to Others: Are We Doing it Right?

Challenges of the Golden Rule, Compassionate Services to Others: Are We Doing it Right?

Saturday, July 20 11:15 AM - 12:15 PM

CEUs: 1

Strategies to building self confidence and proficiency in your practice and how to recognize and avoid pitfalls while striving to compassionately serve the vulnerable population in todays contentious social and professional climate.

  • Glenn Krasny, NCG

    Glenn Krasny serves the 18th Judicial Circuit and Brevard County as a Professional Guardian, Professional and Lay Guardian Course Provider, Private Case Manager, Facilitator, and an Instructor in public speaking, improvisation, acting and fine arts. He also works professionally as an actor, musician, stand-up comedian, street mime, busker, stage performer, stunt man, improviser and international ballet performer.  He specializes in universal communication techniques that focus on body language, specific directional messages, empathetic conflict resolution, energy awareness and improvisational skills.  

11:15 AM - 12:15 PM Getting the Most Out of Your ALF Relationship

Getting the Most Out of Your ALF Relationship

Saturday, July 20 11:15 AM - 12:15 PM

CEUs: 1

Discuss differences in ALF types common financial questions and focus on expectations for development a plan of care, and the role of third party providers.

  • Tammy DeCaro MSM CDAL, CADDCT/CDP



    Tammy has more than 25 years’ experience in a variety of healthcare environments including hospice, home health, Long Term Care Insurance and pharmaceutical sales covering sales, operations and clinical management. She is an innovative and seasoned executive level Healthcare leader and speaker in the industry. She holds both a Master’s and Bachelor’s degree from Indiana Wesleyan University in Business Management and is currently pursuing a DBA in Healthcare Administration. She is a Virtual Dementia Tour Certified Trainer, a Certified Trainer for NCCDP Alzheimer’s and Dementia Seminar and a Certified Dementia Professional. Tammy is passionate about Alzheimer’s/Dementia care and dedicates time to speak to the community and educate other healthcare professionals on how best to serve these very special clients. She lives in Naples with her husband, two children and three therapy dogs.

11:15 AM - 12:15 PM Optimizing Medicaid: Real Life Success Stories

Optimizing Medicaid: Real Life Success Stories

Saturday, July 20 11:15 AM - 12:15 PM

CEUs: 1

A presentation on medicaid Case studies aimed at showing real word scenarios to understand which type of medicaid program is appropriate in various residential settings. Learn how to successfully optimize Medicaid for your wards to get the benefits they need.

  • Sharon Reich

    Sharon Reich is a Senior Trust Advisor for Advocates and Guardians for the Elderly and Disabled. She has over 27 years’ experience in the trust industry and speaks frequently throughout the community to educate and promote awareness of special needs trusts.
    Sharon earned her Finance degree from the University of Central Florida and is an Honor Graduate of Cannon Financial Institute. She is also a Certified Trust and Financial Advisor and a Certified Senior Advisor. She is the Past President of the Central Florida Estate Planning Council and Past President of the Executive Women’s Golf Association, Orlando Chapter.

  • Nick Barton, Executive Director

    Nick Barton founded Advocates and Guardians for the Elderly and Disabled in 2002 and serves as Executive Director. Nick has extensive experience helping seniors and disabled individuals reduce healthcare costs and preserve assets through the use of a pooled special needs trust. Prior to founding AGED, Nick co-owned a professional guardianship firm. He graduated from one of the first 40 hour guardianship courses.
    His background also includes Vocational Education and Curriculum Development at Southern Illinois University, Service in the U.S. Navy, and at Lockheed Martin as a Publication Specialist for Advanced Weapons. Nick is a frequent speaker in the healthcare and senior community.

12:45 PM - 02:00 PM Judges Panel 11th Circuit

Judges Panel 11th Circuit

Saturday, July 20 12:45 PM - 02:00 PM

CEUs: 1

Q and A panel with Judges in the 11th Judicial Circuit.  Moderator Joe P. George

The probate judge panel will be representing all 3 counties in South Florida, including the Florida Keys.  That means Monroe County, Miami-Dade County and Broward County.  Confirmed panelists:

The Honorable Timothy Koenig from Monroe County, 16th Judicial Circuit, the Honorable Celeste H. Muir from Miami-Dade County, 11th Judicial Circuit, and the Honorable Mily R. Powell from Broward County, 17th Judicial Circuit.

 

  • Joseph P George, Jr

    Mr. George is the sole shareholder of his firm Joseph P George PA in Miami. His firm primarily handles disputes in trusts, estates and guardianship administration. he serves as  court appointed counsel in probate guardianship and trust matters in State and federal courts is the Chair of the RPPTL Subcommittee on Guardian Advocacy.

02:30 PM - 04:30 PM Early Signs and Symptoms of Different Dementias- What it is Important to Recognize, Know and Do.

Early Signs and Symptoms of Different Dementias- What it is Important to Recognize, Know and Do.

Saturday, July 20 02:30 PM - 04:30 PM

CEUs: 2

Over the past ten years, significant progress has been made in differential diagnosis and in tailoring treatments and interventions to each type of dementia. Current understanding is that simply labeling someone as having ‘dementia’ in the early stages of the condition is inadequate for best quality care management. This session highlights the importance of noticing early signs of changes in cognition and behavior that are not consistent with normal aging. Specific characteristics are described of some of the more common forms of dementia, including Alzheimers disease, vascular dementia, Lewy body dementia, and frontotemporal dementias. Additionally, information to help with distinguishing between depression/anxiety, delirium, and dementia is provided. This session also focuses on ways in which care and expectations may need to be changed for each condition as well as for those individuals with mixed picture dementia.

  • Teepa Snow MS, OTR/L FAOTA

    Teepa is a leading trainer and consultant providing support and care that places the person living with dementia in a pivotal role when determining what is needed. Her goal is to help communities, agencies, organizations, professionals, families, and individuals develop the awareness, knowledge, and skills needed to better support and care for someone living with the brain changes of dementia. She is the owner and CEO of Positive Approach, LLC with over 40 employees or independent contractors across the US and Canada.

    Her approach to dementia care and training is changing how many view neurodegenerative conditions and dementias, and how care is delivered throughout the US, Canada, Wales, and across the UK and Europe. As an occupational therapist with forty years of clinical practice, she has founded a company and an approach to support and engage people experiencing changes in brain function.

    Teepa created the GEMS® States model for appreciating and supporting people as they progress through the brain changes of dementia. The GEMS model likens people to gemstones and focuses on supporting and fostering retained abilities by providing environmental and interaction cues. This allows us to match the needs, and provide necessary support, so that people can live well from the first symptoms until the end of life.

Registration for this event is now closed. You can register onsite during the conference.