Wednesday, July 1, 2015

Elder Law: Summer’s Here at Last!

By Debra L. Dandar and Elizabeth P. Allen

Summer is in full swing, but as we enjoy summer vacations and family trips, it’s a good time to plan ahead to the next year of Elder Law Section meetings and consider how you may be able to contribute to make our section even better. Perhaps you have some great ideas for CLE topics or suggestions for interesting speakers, or perhaps you could write an article to be published in the Lawyer magazine on behalf of the Elder Law Section. Your contributions help make our section fun and relevant, and your involvement is welcomed and encouraged.

We certainly had some great speakers and interesting topics this year. Most recently, Dale Krause of Krause Financial Services spoke at the May 29 CLE luncheon, providing an overview of Medicaid and VA compliant annuities, options available to deal with non-compliant annuities, and the use of annuities in personal service contracts. In April, we hosted a joint CLE with the Real Property, Probate & Trust Law Section, and Tae Kelley Bronner presented a review of the relevant law regarding the constitutional homestead exemption from claims of creditors and the impact of trusts on the availability of that exemption.

Summer is also a time of transition in the Elder Law Section. Having completed the 2014-2015 year and her second year of service to our section, co-chair Elizabeth Allen will pass the torch to Susan Haubenstock, who served as section chair for several years. Together, Susan and Debra Dandar will strive to continue to bring you interesting speakers and relevant topics, but your suggestions and involvement are greatly appreciated and so important to the growth of our section.

Please enjoy your summer, and if you have suggestions or ideas or would like to submit an article for publication in the Hillsborough County Bar Lawyer magazine, please contact Susan ― or (813) 259-9955 ― or Debra L. Dandar ― or (813) 282-3390.

We look forward to seeing you soon and hope that you have a safe and enjoyable summer.