Starting off 2023 in the Know: Understanding Elder Abuse, Undue Influence and Special Needs Trusts in an Elder Law Practice
In partnership with the Community Foundation of Sarasota County and Manatee Community Foundation, please join us for a Distinguished Speaker Series program presented by Rebecca Morgan.
Tuesday, January 17, 2023 – Joint Councils Meeting
4:30 p.m. - Registration check in and cocktails
5:15 p.m. - Dinner and opening remarks
5:30 p.m. - 7:30 p.m. - Program
Location: Michael’s On East, 1212 East Ave. South, Sarasota, FL 34239
Synopsis: The program will review elder abuse and undue influence, provide discussion on financial exploitation restraining orders, and review certain red flags that may signal the occurrence of elder abuse or undue influence with clients. Participants will gain an understanding of the definitions of elder abuse and undue influence under Florida Statutory law and will review the steps necessary to file for a restraining order for financial exploitation of an elder. The program will also review special needs trusts and provide a basic understanding of public benefits. Participants will gain an understanding of the difference between 1st and 3rd party special needs trusts and examine common errors in drafting such trusts.
Continuing Education Credit:
2 credits for Attorney, CFP, CPA, and Trust Officers
As a benefit of Charitable Gift Planners of Southwest Florida membership, our members are invited to participate at a discounted rate of $30/CGPSWFL member. Please simply select "CGPSWFL" when completing the registration process. For non-members who would like to register as your guest, a $80 guest registration fee is required. After registering through the Community Foundation of Sarasota County's website, event attendees will receive a separate invoice from the Charitable Gift Planners of Southwest Florida. (For those who participate as a member of multiple organizations, please register as a Southwest Florida Estate Planning Council member if you are active with the SWFEPC.)
Click Here to Register * Please note all attendees must register through the link provided here
Registration Deadline: January 13, 2023
All members of the Charitable Gift Planners of Southwest Florida, Estate Planning Council of Manatee, Florida Institute of Certified Public Accountants, Financial Planning Association, Southwest Florida Estate Planning Council and the Venice Estate Planning Council are invited to this Joint Councils Meeting.
About Our Speaker: Rebecca C. Morgan
Rebecca C. Morgan is the Boston Asset Management Chair in Elder Law. Professor Morgan teaches a variety of elder law courses in the J.D. and LL.M. programs and is the Director of the M.J. in Health Care Compliance. She is the successor co-author of Matthew Bender's Tax, Estate and Financial Planning for the Elderly, and its companion forms book (Lexis), a co-author of Representing the Elderly in Florida, (Lexis), The Fundamentals of Special Needs Trusts (Lexis), Ethics in an Elder Law Practice (ABA), Planning for Disability (Bloomberg BNA Portfolio), co-author of Elder Law in Context and Bankruptcy in Context (Aspen), as well as Mastering Interviewing and Counseling (Carolina Academic Press). Professor Morgan has authored a number of articles on a variety of elder law issues and has spoken a number of times on subjects of elder law. She is the co-editor of the Elder Law Prof Blog.
Professor Morgan is a member of the board of directors for the Center for Medicare Advocacy and currently serves as treasurer. She is a member of the board of directors for the American Society on Aging. She served as the eleventh president of the National Academy of Elder Law Attorneys and as past president of the board of directors of Justice in Aging. She served as chair for the American Association of Law Schools Section on Aging and the Law (twice) and of the Florida Bar Elder Law Section. She is on the faculty of the National Judicial College, a member of the American Law Institute (ALI), academic advisory board for the Borchard Center for Law and Aging, an academic fellow of the American College of Trusts & Estates Counsel (ACTEC), a NAELA fellow, and a member of NAELA's Council of Advanced Practitioners (chair 2012-2014). After a term on the Board of the ABA Commission on Law and Aging, she is a special advisor to the ABA Commission on Law and Aging.
Professor Morgan was the recipient of the 2003 Faculty Award on Professionalism from the Florida Supreme Court Commission on Professionalism. She received the NAELA Unaward in November 2004 from President Stu Zimring for her accomplishments in the field of elder law. Professor Morgan, along with Professor Roberta Flowers, received the 2005 Project Award on Professionalism from the Florida Supreme Court Commission on Professionalism. She received the 2006 Rosalie Wolf Memorial Elder Abuse Prevention Award from the National Committee for the Prevention of Elder Abuse. She received the Homer & Dolly Hand Award for Faculty Scholarship in May of 2008, and the NAELA President's Award from NAELA President Mark Shalloway in May of 2008. She received the Theresa Award from the Theresa Alexandra Russo Foundation in 2008. Professor Morgan was the 2009 recipient of the Treat Award from the National College of Probate Judges. In 2018 Professor Morgan received the Ben C. Willard alumni award for humanitarian achievements from Stetson University College of Law. She was inducted into Stetson Law’s Hall of Fame in 2018. In 2021, Professor Morgan received a lifetime achievement award from the Elder Law Section of the Florida Bar.
Special Thanks to: