Agenda

Webinar instructions will be emailed before the date of the webinar.

Please log into the webinar 15 – 30 minutes before the start time.

Monday, June 24, 2024
8:30 am – 3:30 pm EDT

 

Preventing and Recognizing Elder Abuse/Neglect
Presented by: Michael C. Norvell & Rhonda Steller

  • Financial exploitation R. Steller
  • Caregiver neglect/abuse
  • Nursing home neglect/abuse/negligence
  • Nursing home duties and liability

Reviewing Out of State and Older Estate Planning Documents 
Presented by: Michael C. Norvell & Rhonda Steller

Handling Ethical Issues in Representation of the Elderly
Presented by: Ryan Jay Smollar

  • Identifying the client
  • Preventing conflicts of interest
  • Determining client capacity
  • Maintaining client confidentiality

Florida Statewide Medicaid Managed Care (SMMC)
Presented by: Jason Neufeld

  • Qualification and benefits
  • The application process
  • Attribution process for married applicants

Financial Planning for the Elderly and Disabled
Presented by: Denise Tessier

  • Asset protection: estate planning considerations
  • Exempt or excluded assets
  • Using trusts and advanced planning techniques
  • New legislative changes and potential problems

Estate Planning Considerations
Presented by: Jason Neufeld

 

Webinar Instructions

All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.

Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.

Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.

GoToWebinar App requirements:
Windows 7 – 10 or Mac OSX Mavericks (10.9) – macOS Catalina (10.15)

Web Browser:
The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled.

Internet connection: Minimum of 1Mbps       Hardware: 2GB RAM or more

For more information, visit the Support section at www.gotowebinar.com

Credits

Accountants
7.2 CPE Credits

NASBA - National Association of State Boards of Accountancy
7.2 CPE Credits

Attorneys
7.0 CLE Hours, Including 1.0 Ethics Hour and 6.0 Certification Credits in Elder Law and Wills, Trusts and Estates

 

Continuing Education Credit Information

This webinar is open to the public and offers accountants 7.2 CPE credits (based on 50-minute hours) of intermediate-level group internet based CPE credits in the area of specialized knowledge. Knowledge of elder law and issues is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.

HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

HalfMoon Education will provide financial hardship assistance to accountants who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.

This webinar has been approved by The Florida Bar for a total of 7.0 CLE credits, including 6.0 General CLE Credits and 1.0 Ethics CLE Credit. This webinar has been approved for 6.0 Certification Credits in Elder Law and Wills, Trusts and Estates.

Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).

On-Demand Credits

The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and does not qualify for the CPE credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.

Speakers

Jason Neufeld, Esq.

Founder, Managing Partner, and Principal Attorney with Elder Needs Law PLLC.

Mr. Neufeld serves as lead attorney for medicaid planning, asset protection planning and government benefits preservation planning client matters. Mr. Neufeld directs all new business development; marketing, advertising, website and blogging; community outreach; referral relationship building; and management of the firm.

Michael C. Norvell, Esq.

Attorney at Law with Medicaid Planning & Resource Center Law Firm PLLC

Mr. Norvell, graduated from the University of Florida Fredric G. Levin School of Law in 1976 and was admitted to the Florida Bar in November 1976. Prior to entering law school, he served in the US Army from 1965-1967 where he was part of the Field Unit of the Ethiopia-U.S. Mapping Mission. This mission was the last ground mapping of an entire country. He has been working in the central Florida area as a Guardianship Attorney for over 30 years. Mr. Norvell has two practices in Leesburg, Florida with one office dedicated to the sole practice of Medicaid and Veterans Planning. He presently practices primarily in elder law.

Barry D. Siegel, Esq.

Founder of The Siegel Law Group, P.A.

 Mr. Siegel, counsels individuals and families on Trust and Estate Planning. Asset Protection, Elder Law Planning, Medicaid planning, Veterans Benefits, and Special Needs planning. He also represents beneficiaries and fiduciaries of estates and trusts regarding tax, and probate and trust law issues. Mr. Siegel has authored or co-authored many articles on Estate Planning and Asset Protection strategies, including The Book of Estate Planning Strategies. He is a columnist for the Boca Raton Tribune, and he has been quoted in the South Florida Business Journal, the South Florida Sun-Sentinel. Mr. Siegel’s been a guest on numerous television and radio shows, and he is currently writing a book on International Asset Protection. He also frequently lectures at many organizations and private functions; and he has served as an Adjunct Professor for the Legal Studies Program at Florida International University in Miami, Florida. Mr. Siegel has traveled extensively teaching Estate Planning and Asset Protection to CPAs, Financial Advisors, Insurance Agents, and Trust Officers. He has also been a featured speaker on Estate Planning and Asset Protection Issues from a global perspective at the prestigious Global Wealth Summit held in Nassau, Bahamas.

Ryan Jay Smollar

Attorney at Elder Law, P.A,

Mr. Smollar is a native Floridian who is attuned to the diverse needs of his clients. He received his undergraduate degree from Florida State University in Tallahassee and his Juris Doctor from St. Thomas School of Law. He is a passionate advocate for seniors and the families who care about them. Mr. Smollar practice is focused towards Elder Law, Estate Planning, Medicaid Planning, Probate Administration and Asset Preservation. He seeks to help families avoid Guardianship through advanced planning when possible. However, in the absence of proactive planning, he can assist responsible family members in becoming the legal Guardian for an incapacitated loved one.

Rhonda Steller

Manager at Medicaid Planning & Resource Center Law Firm PLLC

 Ms. Steller is the manager at Medicaid Planning and Resource Center in Leesburg, Florida. She has been a Medicaid planner for over 19 years.

Denise Tessier

Attorney at The Tessier Law Firm, P.A.

Ms. Tessier has been a lawyer for over 25 years, admitted in Massachusetts and Connecticut. For many years, she served diligently as in-house counsel for large multinationals, international and start-up operations, rising to General Counsel and Compliance Officer roles. She has extensive expertise in highly complex areas such as global insurance and corporate law, regulatory compliance, and dispute resolution. Now residing in Lake Wales, Florida, she has enthusiastically transitioned her practice to passionately educate and serve her new community on how to protect their children, their families, their legacy and wealth. Ms. Tessier continuous goal is to achieve peace of mind for her clients, whether handling elder concerns or crafting solid estate plans. She is a graduate of Providence College in Providence, Rhode Island, and Western New England University in Springfield, Massachusetts. in addition to the American Academy of Estate Planning Attorneys, Ms. Tessier is an active member of many legal and community organizations including the Estate Planning and Real Property Chapter of the Florida Bar Association, National Academy of Elder Law Lawyers (NAELA), and Academy of Florida Elder Law Attorneys (AFELA), the American Bar Association, Real Estate, Trust & Estates Section, Polk County Estate Planning Attorney Bar Association, Florida Association for Women Lawyers (FAWL) and American Business Women’s Association (ABWA: Lakeland Chapter.