Committee
| Committee Conference Call Schedules If interested in joining a call please contact the Committee Chair directly for call in instructions. |
UPL Committee
|
ELDER LAW SECTION
Committee Chairs 09-10
Medicaid Committee
John Clardy, Co-Chair
Crider Clardy Law Firm
P.O. Box 2410
Crystal River, FL 34423
Phone: (352) 795-2946
Fax: (352) 795-2821
Clardy@tampabay.rr.com
Robert Morgan, Co-Chair
Ford Jeter Bowlus
10110 San Jose Blvd
Jacksonville, FL 32257
Phone: (904)268-7227
Fax: (904)262-3337
rmorgan@flfirm.com
| Medicaid Committee Members | [-] |
Mr. Randy C. Bryan Ms. Janet Adams Carver Mr. Michael William Connors Ms. Kara Lyn Evans Ms. Alice Reiter Feld Mr. David Lowell Glazer Ms. Mary Alice Jackson Ms. Isabel Victoria Julia-Miles Ms. Sheri Lund Kerney Ms. Andrea Elaine Serene Kerr |
Carolyn Landon Mr. Christopher Alan Likens Mr. Leonard Elliot Mondschein Mr. Mark A. Roseman Ms. Carolyn Holman Sawyer Ms. Elaine J. Schwartz Mr. Wendell Sean Scott Mr. C. Michael Shalloway Mr. Walter B. Shurden Mr. Todd R. Zellen |
Newsletter Editor
As Editor of the Elder Law Advocate, I work with the Susan Trainor, our Copy Editor and with the Section Administrator to put out three editions per year (Winter, Spring, Summer). We request articles of interest from all of our members through the Advocate itself and also by email to the AFELA list serve. Full page articles are approximately 600 words, but shorter artlicles are accepted. Longer articles (more than 1,200 words, for example) are broken up into partial articles over two or three editions.
The Advocate has certain standing features, such as the President's Message, Tip & Tale and the Fair Hearing and Case Law summaries. We keep members informed of upcoming events, such as CLE and meeting schedules, as well as the committees that they might wish to join. We also publish reprints of various articles from across the rest of the country that may be of interest to our members.
I would also like to encourage members to submit more Member News to let us know what they are up to professionally (and personally if wish to share). We all love to hear about our colleagues' professional awards, and their new children and grandchildren!!
Tish Taylor
McCarthy Summers et al
Monterey Triangle
2400 S.E. Federal Hwy.
Stuart, FL 34994
Phone : 561-286-1700
Fax#: 561-283-1803
pit@mcsumm.com
Susan Trainor -Editor
2108 Crestdale Court
Tallahassee, FL 32308
Phone: 850-878-7760
Fax: 850-878-7041
editor@ctf.nu
Law School Liaisons
C. Jason White
Allen N Jelks Jr PA
516 McKenzie Ave
Panama City, FL 32401
Phone: (850)784-0809
Fax#: (850)784-0806
Email: jwelderlaw@yahoo.com
CLE Committee
The CLE Committee of the Elder Law Section works with the Chair of the Section and the Section Administrator to designate Program Chairs and the Steering Committee for individual CLE programs as well as to coordinate the scheduling of each program. The CLE Chair supervises and monitors the work of the Program Chair who is charged with coordinating the substance of a CLE program, including selecting topics, course titles and speakers. The Steering Committee assists the Program Chair in carrying out his or her duties and making each CLE program a success.
Jacqueline Schneider
Jacqueline Schneider, P.A.
13899 Biscayne Blvd.
Suite PH6
North Miami Beach, FL 33181
Phone: (305) 919-7730
Fax:
jacqschneider@aim.com
Special Needs Trust
David Lillesand, Chair
Dadeland Towers
9400 S. Dadeland Blvd.
Ph 4
Miami, FL 33156-2844
(305) 670-6999
Fax: (305) 670-9983
Lillesand@bellsouth.net
Travis Finchum, Co-Chair
Karol Hausman Sosnik & Finchum
901 Chestnut St. Suite B
Clearwater, FL 33756
Phone: (727) 443-7898
Fax: (727) 631-0971
Travis@khsfllp.com
| Special Needs Trust Committee Members | [-] |
Mr. David J. Lillesand, Co-Chair Travis Finchum, Co-Chair Mr. Leonard E. Mondschein Ms. Margrit Stolz Bernstein Ms. Jodi Marie Anderson |
Mr. Paul Ira Auerbach Mr. Mario Jesus Cabrera Ms. Mary Ellen Ceely Mr. Francis Raymond DeNike Ms. Carol E. Donahue |
Death Care Industry Committee
The Death Care Industry Committee keeps up with the latest news and laws pertaining to both the Funeral and the Cemetery Industries. We are informed and monitor all bills being introduced to both the State Legislature and the United States Congress. All items of interest are then passed on to the Elder Law Section.
Philip M. Weinstein
7520 NW 79 Avenue, R-1
Tamarac, Fl. 33321
954-899-1551
Fax 954-722-5430
email: pmweinstein@msn.com
Estate Planning and Advance Directives Committee
The Estate Planning Committee is available to review estate-planning issues that are particularly relevant to senior citizens.
Stephen Kotler, Co-Chair
Wollman Gehrke & Solomon Pa
5129 Castello Drive, Suite 1
Naples, FL 34103-1926
Phone: 239/435-1533
Fax#: 239/435-1433
skotler@wga-law.com
Marjorie E. Wolasky, Co-Chair
9400 S. Dadeland Blvd., Suite 300
Miami, FL 33156-2832
Phone: 305/670-7005
Fax#: 305/670-4847
Email: mwolasky@wolasky.com
| Estate Planning Committee Members | [-] |
| Alan Stephen Kotler Wollman Gehrke & Solomon Pa 5129 Castello Dr., Suite 1 Naples, FL 34103-1926 Phone: 239-435-1533 Fax: 239-435-1433 skotler@wga-law.com Kara Lyn Evans, Todd R. Zellen, Immediate Past Chair William T. Edy Leo J. Govoni |
Eric Gurgold Paul I. Auerbach Susan Greenberg Haubenstock Elizabeth H. Krant Leonard Elliot Mondschein Tara M. O'Connor |
Ethics Committee
Steven L. Rachin, Chair
Steven L. Rachin, P.A.
2344 Centerville Rd.
Tallahassee, FL 32308-4388
Phone: (850) 386-8833
Fax: (850) 386-3087stevenrachinpa@earthlink.net
| Ethics Committee Members | [-] |
Mr. Richard Neil Greatwood Ms. April Denise Hill Mr. Richard Craig Milstein
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Ms. Rebecca Cohen Morgan Ms. June L. Noel Ms. Stephanie Lynn Schneider Mr. Jerome Ira Solkoff Ms. Eileen Rita Yasbin |
Abuse and Neglect
| GOALS |
To increase public awareness of elder abuse, neglect and exploitation. To define for the public what is elder exploitation, how common is the problem, what resources are available to the public if they or someone they know is a victim of exploitation. To increase the knowledge of the Elder Law Section members with information on resources and remedies for abuse, neglect, and exploitation; through contact collaboration with various state and county agencies and other professionals. |
| ACTIVITIES |
|
| SCHEDULE OF MEETINGS |
September 19, Thursday. Phone conference at 8:30 AM. October 3, Friday 1:30-3:30 P.M. In person meeting November 19, Wednesday. Phone Conference at 8:30 A.M. January 14th, Wednesday. Phone Conference at 8:30 A.M. February 18th, Wednesday Phone Conference at 8:30 A.M. March 18th, Wednesday from 4:30-6:30 P.M. in person meeting at the Renaissance International Plaza, 4200 W. Columbus Drive, Tampa, FL. April 22, Wednesday. Phone Conference at 8:30 AM May 20th, Wednesday. Phone conference at 8:30 AM |
Carolyn H. Sawyer, Esq. Co-Chair
8913 Conroy Windermere Rd
Orlando, FL 32835
Phone: (407) 909-1900
Fax: (407) 909-1992
chsawyer1@aol.com
Mary Brooks, Assistant
mbrooks@sawyerandsawyerpa.com
Erika Dine, Esq. Co-Chair
Boyer & Jackson, P.A.
46 N. Washington Blvd. Ste. 21
Sarasota, FL 34236
Phone: (941) 365-2304
Fax: (941) 364-9896
edine@boyerjackson.com
www.boyerjackson.com
| Abuse and Neglect Committee Members | [-] |
Carolyn H. Sawyer, Esq. Co-Chair Erika Dine, Esq. Co-Chair Margaret Boeth Edwin Boyer, Esq. Laurel L. Davidson, RN, BSM, MBA, JD Arlee J. Colman, Program Administrator Anne Sheffler Douglass, Esq. Emma Hemnes Esq. Gerald (Jay) Louis Hemness, Jr., Esq. Scott C. Ilgenfritz. Esq. PK Jameson, JD |
Patricia Ann Kent, Esq. Carolyn Landon Leonard Mondschein, Esq. Rebecca C Morgan, Esq. (Honorary Member) Lymary Munoz (Honorary Member) Twyla Sketchley, Esq. Jerome R. Siegel, P.A. Nick Weilhammer, Esq. Marjorie Wolasky, Esq. Christopher K. Vogel |
Mentor
| GOALS |
To educate, assist, and serve as a resource to attorneys practicing in the area of Elder Law through mentoring and CLEs. |
| ACTIVITIES |
Since January 2009, the Mentoring Committee has conducted a Tricks of the Trade teleconference the first Thursday of every other month. The telephone conferences are held at 11:00 cst/12:00 est and last for one hour. The teleconferences are free to Elder Law Section members. Attendees receive one hour CLE credit for each teleconference. The format for the teleconferences is informal. Each call has one to two mentors leading the discussion. The mentors speak for 10 to 15 minutes each regarding that day's topic. They give practical tips and advice to the mentorees. The remaining teleconference time is then opened up for question and answer session. Over the last year, we have had teleconferences on the following topics: Guardianships; Abuse, Neglect, and Exploitation; Special Needs Trusts; VA Benefits; and Probate. Future topics to possibly include ethics, litigation, Guardianships for minors/settlements, and Social Security. |
| SCHEDULE OF MEETINGS |
November 5, 2009 -11:00cst/12:00est, Tricks of the Trade: Medicaid. Mentors are Jana McConnaughhay and Jason White. January 7, 2010 -11:00 cst/12:00est, Tricks of the Trade: End of Life Issues and Living Will Challenges. Mentors are Babette Bach and Emma Hemness. |
| REQUEST FOR ASSISTANCE |
The Mentoring Committee routinely receives requests from attorneys that are new to the practice of Elder Law to be assigned a mentor. The Mentoring Committee is seeking volunteers to act as mentors for different practice areas. The idea is to have a list of people a mentoree could contact instead of having one mentor assigned to one or more mentorees. The list of mentors could then be sent to new attorneys or posted on the Elder Law Section website. If you are interested in serving as a mentor, please email Angela Warren at awarren@mcelderlaw.com. Please include your name, address, telephone number, email address, and what practice areas you would like to mentor. If you are interested in acting as a Mentor for future Tricks of the Trade teleconferences, please email Angela Warren at awarren@mcelderlaw.com. |
Carolyn Holman Sawyer
Sawyers & Sawyer P A
10369 Orangewood Blvd
Orlando, FL 32821-8239
Phone: 407/354-0888
Fax#: 407/909-1992
chsawyer1@aol.com
Angela Warren, Co-Chair
McConnaughhay Duffy Coonrod Pope and Weaver
PO Box 13570
Pensacola, FL 325913570
Phone: 850-434-7122
awarren@mcelderlaw.com
Guardianship Committee Objectives Statement
The Guardianship Committee’s main function is to improve the quality of guardianship practice in the State of Florida thru the review, study and recommendations of legislative action as well as to increase the level of expertise of elder law attorneys in this area. The committee has represented the Elder Law Section in the Florida Guardianship Task Force created by the Legislature in 2003. The committee will again represent the Elder law Section in the development of a training manual for examining committee members as required by F.S. 744.331 as amended effective July 1, 2006. During the current year the committee will identify areas of development within guardianship practice and will recommend appropriate action to correct and improve such areas. The education of elder law attorneys thru the development of seminars will be emphasized.
Beth A. Prather, Co-Chair
Osterhout, McKinney & Prather, P.A.
3783 Seago Lane
Fort Myers, FL 33901-8113
Phone: 239/939-4888
Fax#: 239/277-0601
Email: bethp@omplaw.com
Carolyn Landon
Florida Bar Board Certified in Elder Law
CAROLYN LANDON, P.A.
5707 South Dixie Highway, Suite B
West Palm Beach, Florida 33405
Phone: 561/588-1212
Fax#: 561/588-1255
Email: carolyn@landonlaw.net
| Guardianship Committee Members | [-] |
Beth A. Prather, Co-Chair Carolyn Landon Mr. Edwin M. Boyer Mr. Michael William Connors |
Ms. Carol E. Donahue Ms. Sheila Anne Donohue Mr. David Lowell Glazer Ms. April Denise Hill |
Legislative
| DESCRIPTION |
A committee to review all proposed legislation and provide written support or opposition in relation to the best interests of our clients and the legislation; to review existing legislation to determine current value to our clients as issues arise; and to introduce legislation that will improve on existing legislation or establish new laws which will better serve our clients' interests |
| GOALS |
To vet any proposed legislation to determine if we are in favor or opposed for our clients and to introduce legislation that will assist our clients. |
| SCHEDULE OF MEETINGS |
The legislative committee of the Section is working hard to increase our visibility and efforts. We welcome every elder law attorney to join our committee as legislation affects us all. Please respond to Ellen Morris at emorris@elderlawassociates.com with your interest so you may receive direct emails. We have the following committee meetings already scheduled:
We will also be meeting regularly by phone from January through March as the legislative session progresses and may have a meeting in Tallahassee if the need arises. |
Ellen S. Morris
Elder Law Associates
7000 W. Palmetto Park Road, Suite 205
Boca Raton, FL 33433-3430
Phone: 561/750-3850
Fax#: 561/750-4069
emorris@elderlawassociates.com
Tom Batchelor
6135 St. Joe Road
Tallahassee, FL 32311
Phone: 850-878-2850
Tombatchelor05@comcast.net
| Legislative Committee Members 2009-2010 | [-] |
Babette Bach |
Erika Dine |
Probate Committee
| DESCRIPTION |
The Probate Committee is designed as a forum for discussing probate issues and resolving problems that may arise in an elder law attorneys practice. At each meeting there is a topic for discussion and a review of pertinent recent case law. Many times attorney's find that they must create a probate form as there is not always a standard form at hand. We share these forms and post them to share with other attorneys who may have a need for them. Our goal is to increase the knowledge and professionalism of the Elder Law Attorney in probate practice. Co-Chairs |
| SCHEDULE OF MEETINGS |
We meet the second Tuesday of each month between 8:30 and 9:00 AM by phone conference. Our meeting schedule for 2010 is as follows:
|
| Probate Committee Members 2010 | [-] |
Sam Boone, Jr. Jerry Colen Carrie Griffin Daniel Parri |
Diane Zuckerman, Esq. Wayne K. Ekren, Esq. Collett P. Small Elizabeth Mancini Beverly J White |
OMG There is not a FLSSI form for that!
Notice of Administration | Petition for Court Aproval | Order for Approval
Gerald L. Hemness, Jr., Chair
Emma Hemness Pa
309 N. Parsons Ave
Brandon, FL 33510-4533
Phone: 813-661-5297
Fax#: 813-689-8725
Email: geraldhemness@tampabay.rr.com
Website
Dennis “Rep” DeLoach, III, Co-Chair
DeLoach & Hofstra, P.A.
8640 Seminole Blvd.
Seminole, FL 33772-3801
Phone: (727)397-5571
Fax: (727)393-5418
rdeloach@dhstc.com
NAELA Representative
Randy Bryan
The Law Offices of Hoyt & Bryan, LLC.
254 Plaza Dr
Oviedo, Florida 32765-6431
Phone: (407) 977-8080
Fax: (407) 977-8078
randy@hoytbryan.com
Real Property/Probate Representative
Charles F. Robinson
Charles F. Robinson, P.A.
410 S. Lincoln Ave.
Clearwater, FL 33756
Phone: (727)441-4516
Fax: (727)447-7578
charlier@charlie-robinson.com
Marjorie E. Wolasky
9400 S. Dadeland Blvd., Suite 300
Miami, Florida 33156
Phone: 305-670-7005
Fax: 305-670-4847
mwolasky@wolasky.com
Membership
Travis Finchum,
Karol Hausman Sosnik & Finchum
901 Chestnut St. Suite B
Clearwater, FL 33756
Phone: (727) 443-7898
Fax: (727) 631-0971
Travis@khsfllp.com
UPL Committee Members
John Frazier, Chair
10225 Ulmerton Rd. # 11
Largo, Fl 33771
(O) (727) 586-3306
(C) (813) 431-3193
April Hill
Hill Law Group, PA
2033 54th Ave N Ste A
Saint Petersburg, Florida 33714-2002
Phone: (727) 343-8959
David Hook
The Hook Law Group
4918 Floramar Ter
New Port Richey, Florida 34652-3300
Phone: (727) 842-1001
David Selby
Executive Park Bldg H
11 Racetrack Rd NE Ste 3
Fort Walton Beach, Florida 32548-1882
Phone: (850) 863-4115
Amanda Wolf
The Law Offices of Amanda M. Wolf
3715 W Horatio St
Tampa, Florida 33609-3917
Phone: (813) 350-7991
ELS Certification Rep.
Beth A. Prather,
Osterhout & McKinney,P.A.
3783 Seago Lane
Fort Myers, FL 33901-8113
Phone: (239) 939-4888
Fax: (239) 277-0601
bethp@osterhoutmckinney.com
Board of Governors Liaison
Laird Lile
3033 Riviera Dr Ste 104
Naples, FL 34103-2746
Phone: (239)649-7778
Fax#: (239)649-7780
Email: LLile@LairdALile.com
FSGA Representative
Joan Nelson Hook
4918 Floramar Terrace
New Port Richey, Florida 34652
Phone: 727-842-1001
Fax: 727-848-0602
Jnhelderlawcenter.com
Council of Sections Rep.
Linda R. Chamberlain
901 Chestnut St. Suite B
Clearwater, FL 33756
Phone: (727)443-7898
Fax: (727)631-0970
Linda@floridaelderlawyer.com
