25 Feb Future Is Now Agenda
9:00 am-9:30 Registration/Coffee and Pastries
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
- 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
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
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.