The Authority to Act. The Knowledge to Serve.
Developed through a partnership between the Professional Fiduciary Council of Florida and Stetson University College of Law, this two-week online program offers a comprehensive and practical overview of the powers and duties involved in serving as a Power of Attorney in Florida.
Participants will examine statutory roles, types of POAs, agent powers and limitations, and fiduciary duties. Emphasis is placed on execution requirements, “super” powers, and interpreting POA documents through real-world scenarios and legal guidance.
Benefits
LEARN MORE AND REGISTER HERE
What Participants Are Saying:
“The presenters were very knowledgeable and engaging. Thank you!”
"I truly enjoyed this course. Although I have been serving in the role of a POA for some time, I still learned new and valuable information, which I have already shared with other partners and have implemented in my work.”
Course Format:
Choose Your Path:
Public Option ($300) - Ideal for those seeking practical knowledge without an exam or credentials
Professional Option ($750) - Includes a final exam, digital badge, and certificate of completion (CLE, CEUs may be available)
Planning for individuals and families with disabilities requires a specialized set of tools to ensure their unique goals are met. Special needs trusts can significantly enhance a beneficiary’s quality of life, but they involve specific drafting requirements and ongoing compliance obligations that must be carefully followed.
In this course, Jim Wolverton, J.D., Director of Fiduciary Education at True Link, will provide a clear and accessible overview of the fundamentals of special needs trusts. He will break down complex legal and practical considerations into a straightforward, easy-to-understand presentation designed for both new and experienced professionals.
During this course, participants will learn about:
Join Jim for this high-level review of these essential planning tools. Whether you are an experienced practitioner or new to special needs planning, this course offers valuable insights to help you better serve beneficiaries and their families.
Applied for CEU, CLE, CTFA AND PARALEGAL CREDIT!!!
Jim Wolverton is the Director of Fiduciary Education at True Link Financial. In this role, he is responsible for creating, curating, and promoting high-quality educational content to ensure fiduciaries have the knowledge and tools they need to effectively serve and protect their beneficiaries.
Jim earned his Bachelor of Arts in Journalism from Utah State University and his Juris Doctor from the University of Oregon. Prior to joining True Link, he owned and operated his own law firm and served as Director of Education at ElderCounsel and Krause Financial. These roles provided him with extensive experience educating attorneys and fiduciaries by helping them efficiently implement planning tools into their practices.
Jim is a member of the National Academy of Elder Law Attorneys (NAELA), the Academy of Special Needs Planners (ASNP), and the Colorado, Utah, and Florida Bar Associations.
Based in Denver, Jim enjoys exploring the Rocky Mountains on foot, skis, bicycle or watching the clouds roll by while lying in a hammock next to a trout filled stream.
The ME Meeting - Member Engagement meets monthly on the 2nd Thursday at 4:00 pm.
All members of the Professional Fiduciary Council of Florida are invited to attend.
This presentation explains what HIPAA does—and does not—do for fiduciaries and health care decision-makers. It focuses on practical access issues that arise when a fiduciary, surrogate, proxy, or guardian seeks medical information or records.
Areas to be covered include:
Alexandra V. Rieman was admitted to the Florida Bar in October 1986. In private practice from 1986 to 2003 she represented clients in family law, medical malpractice, criminal law, juvenile dependency and delinquency, probate, guardianship, employment discrimination, and corporate law.
In November 2003 she joined the Seventeenth Judicial Circuit. While at the Circuit Alexandra was Probate Counsel and General Counsel.
Upon leaving the Seventeenth Judicial Circuit, Alexandra formed GAPS Legal, PLLC with Michelle Kenney in January 2018.
The ME - Member Engagement meets monthly on the 2nd Thursday at 4:00 pm.
Professional Fiduciary Council of Florida PO Box 430 St. Petersburg, FL 33731 727-350-4049
