Future Is Now Agenda

9:00 am-9:30 Registration/Coffee and Pastries

9:30-Welcome 

Dr. Tara Loughrey, Director of Education, The Victory Center

9:35  SSI, Medical Waiver, Special Needs Trust & Guardianship Panel

Barry A. Nelson – Nelson & Nelson P.A.

David Lillesand – Lillesand & Associates P.A.

Bernard A. Krooks – Littman Krooks, LLP

Michael Cardello  

  • Public Benefits for Children & Adults – Understanding the relationship between Social Security, SSI, Medicare & Medicaid
  • Special Needs Planning
  • Health Insurance Options
  • What Health Insurance Doesn’t Pay For
  • Guardianship in Florida
  • Social Security/SSI Strategies

10:30 am Ethics – CLE Accreditation

12:00 pm Lunch

1:00 pm Service Dogs

Sheryl Scheer

1:30 pm Financials, Long term Care, Annuities and Health Insurance Panel – Moderator: Barry Nelson (Nelson & Nelson)

Marta Goldberg, Grove Bank & Trust

Christian Blocker, Merrill Lynch

Richard K. Newman, Life Audit Professionals, LLC

Howard Lucas, CPA BDO

 

Christian Blocker – (i) general financial issues, (ii) educating clients & their families, (iii) how

financial services are paid for, and (iv) other investment advice.

Marta Goldberg – (i) trust issues, (ii) selection of Trustees, (iii) types of Trust distributions, such as Pot Trusts or separate Trusts, and (iv) some discussion of investing in today’s market.

Howard Lucas – (i) income tax issues, (ii) medical expense deductions, (iii) medical savings plans,

(iv) update on estate tax laws, (v) potential income tax planning for families with special needs

children.

Richard K. Newman –  (i) life insurance options (term versus permanent), (ii) different types of insurance (including long term, term, long term care, and disability), (iii) what types of insurance are best, and (iv) whether insurance should be owned through Special Needs Trusts, Irrevocable

 

3:00 pm Vocational Panel

Moderator – Deborah Chin, UM-NSU-CARD

Yanko Enamorado, M.D. –  Mt. Sinai Hospital

Boaz Nelson Santiago – Picasso Einstein, LLC.