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Past Webinars

January 26, 2023

Presenters Name: Steven Dunn and Kevin Dunn

Title: Long Term Care Policies: Understanding How They Work & How to File Successful Claims

Description: Gain a greater understanding of Long Term Care (LTC) insurance policies. Learn about the different policy and benefit types, elimination periods, and what events trigger benefits. This webinar is presented by attorneys Steven Dunn and Kevin Dunn and is aimed at helping professional guardians learn how to evaluate polices to understand what specific benefits may be available to a ward, how to access these benefits, and how to know when it’s time to engage the experts. This presentation will focus on the guardian’s responsibility to the ward and their estate, as well as the guardian’s fiduciary responsibility, and will review the guardian’s responsibility to FL Statutes 744.441 and 744.447 when it comes to hiring a LTC insurance expert.

1.5 Guardian CE’s are available

Total Presentation Length: 90 minutes

Recording Link:

February 23, 2023

Presenters Name: Karla Starkey, Nicole Finegan and Becki Cassidy

Title: Taxes – What Guardians Need to Know

Description: This presentation will teach guardians the basics about local, federal, and state taxes so they better understand what tax events may impact their wards and when to engage a Certified Public Accountant. Attendees will get updates on recent changes affecting the current tax year, along with tips and tricks for dealing with the IRS about complicated tax return issues, and more.

1.0 Guardian CE’s are available

Total Presentation Length: 60 minutes

Recording Link:

March 23, 2023

Presenters Name: Cindy Gray, RN CDP of ComForCare Home Care – Greater Orlando

Title: Choices in Private Duty Home Care

Description: Sometimes, the best option for a ward is to keep them in their home. But how do you do that safely, while ensuring they receive the care they need? Guest Speaker Cindy Gray with ComForCare Home Care will present on the options available to assist a person needing a little extra care to stay in their own home. With this presentation, you will learn about the credentials of various care providers and the pros and cons of each, discover what questions to ask to ensure the best care for your ward, and learn how to get the best in-home care to extend the ability for your ward to stay at home safely.

1.0 Guardian CE’s are available

Total Presentation Length: 60 minutes

Recording Link:

April 27, 2023

Presenters Name: Leonard Hock

Title: Physician Orders for Life-Sustaining Treatment (POLST): What is it and why should you know about it as a guardian?

Description: Learn about Physician Orders for Life-Sustaining Treatment (POLST), what they are, and how and when to use the POLST document with guest speaker Dr. Leonard Hock. In this presentation, attendees will learn how to use POLST when establishing and updating a person’s wishes for treatments they do not want in the face of serious illness. Discussion will be held about using Substituted Judgement, Reasonable Person, and Best Interest when supporting Wards with serious illnesses. Attendees will learn about, and will be invited to be involved with, grassroots and legislative support for Florida POLST.

1.0 Guardian CE approved

Total Presentation Length: 60 minutes

Recording Link:

May 25, 2023

Presenters Name: Anthony Palmieri

Title: Guardianship Integrity Assurance: Investigating Guardians

Description: As a guardian, have you ever been involved in an investigation? Do you know what you should, and should not do, to steer clear of an investigation? The guest speaker for the May 4th Thursday Presenter Series meeting is Anthony Palmieri, Deputy Inspector General, Clerk of the Circuit Court and Comptroller for Palm Beach County. Learn what types of complaints are being investigated, and what you, as a guardian, should do so you can stay clear of them. We are also requesting Mr. Palmieri give an update of OPPG or the Inspector General’s plan for posting the rules, policy, and process for guardian investigations.

1.0 Guardian CE’s approved

Recording Link:

June 25, 2023

Speakers: Heidi Isenhart & Stephanie Cook with Shuffield Lowman

Title: An Interactive Session with Seasoned Guardianship Attorneys: Exploring Conflicts & Creative Solutions on a Practical Level

Description: June’s Speaker Series features Guardianship Attorneys Heidi W. Isenhart and Stephanie L. Cook from Shuffield Lowman. Together, they have more than 50 years of real-world experience as attorneys and have seen almost everything in the often-crazy world of guardianship.

This presentation is designed to help guardians gain a deeper understanding of how to limit their risk of litigation, while giving them tools and ideas of how to proactively deal with the difficult parts of being a problem. After this presentation, attendees will better understand how to handle difficult family dynamics and other conflicts, identify warning signs, and develop solutions to assist in benefiting the incapacitated person they are appointed to serve.

1.5 Guardian CEU’S approved

Recording Link:

July 27, 2023

Title: Empowering Guardians: Navigating Occupational Therapy and Older Adult Driving for Independence

Description: This presentation aims to provide professional and public guardians, along with their staff, from all around the state of Florida, with essential knowledge and practical insights regarding the role of occupational therapy and the challenges associated with older adults’ driving. By addressing the real struggles faced by guardians in relation to the independence of older adults, this presentation will empower attendees to make informed decisions, ask relevant questions, and understand the significance of occupational therapy and driver rehabilitation programs.

1.0 Guardian CE’s approved

Recording Link:

August 24, 2023

Speaker: Elizabeth Bertrand

Title: Entity Options for Professional Guardians

Description: For professional guardians in Florida, the personal liabilities of being named individually are endless. The current system does not allow for an easy successorship, and it requires one individual to be (unrealistically) on-call 24/7.

In August, Attorney Elizabeth Bertrand will speak about entity options for professional guardianship businesses, the possible liabilities for each entity option and which entity provides guardians with the most liability protection, and the different billing structures authorized by the court for each type of entity how they can benefit the ward.

Total Presentation Length: 60 minutes

1.0 Guardian CE’s approved

Recording Link

October 26, 2023

Speaker: John Finch

Title: ABLE: Florida’s Disability Savings Program

Description: Unlock the potential of ABLE Accounts with Guest Speaker John Finch from ABLE United! Discover eligibility criteria, grasp the ABLE vs. Special Needs Trusts distinctions, identify who benefits from an ABLE account, and when this type of account can be used for wards. Join us for a concise, insightful session covering all aspects of ABLE accounts from eligibility to enrollment, to understanding how these accounts work with public benefits, and more

1.5 Guardian CE’s approved

Recording Link

Past Quarterly Meetings

March 28, 2023

Title: Make Your Billing Better Quarterly Meeting

Description: As a professional guardian in the state of Florida, there are things you shall and must do per Statute 744 and the 58M-2 Standards of Practice, but when was the last time you really read these documents? Do you know how to word your billing in a way that proves you did the things you “shall” or “must” do, while keeping it brief, protecting the ward’s privacy and complying with ever-changing court requirements?

The “Make Your Billing Better Quarterly Meeting” is a deep dive into Statute and the Standards of Practice that can help guardians understand the full scope of their duties. Each quarter, we will take 1 or 2 statutes/ standards of practice and pull them apart as a group to discuss ways the SHALLS and MUSTS can be used to make your billing stronger and less likely to be cut by the courts. The goal is to help guardians come away with usable information and suggestions that they can put into place in their guardianship practice, whether they are a stand-alone guardian, a guardian with one staff, or a guardian with many staff

Total Presentation Length: 120 minutes

Presentation Recording: