How To Plan For The Elderly

Transcription

1 ATTORNEY PROFILE FOR RANDY C. BRYAN, J.D., B.C.S (407) VOICE (407) FAX HOYTBRYAN.COM Randy is a compassionate advocate and advisor whose practice is devoted to representing seniors and persons with special needs and their families in connection with asset preservation planning, Medicaid eligibility, government benefits for nursing home/assisted living facilities, supplemental needs trusts, planning for disability, VA benefits, estate planning, guardianship, wills, trusts and advance directives, as well as advanced estate tax planning for individuals with taxable estates. As the past President of the Academy of Florida Elder Law Attorneys and Co-Chair of the Florida Joint Public Policy Task Force for the Elderly and Disabled, Randy works to protect the rights of the state's most vulnerable citizens. Randy is one of only nine attorneys in the State of Florida who has earned the dual designation of Florida Bar Board Certification as an expert in Elder Law as well as in Wills, Trusts and Estates. He was recognized by his peers as a Florida Super Lawyer in 2010, 2011 and 2012 in the area of Elder Law and was named to Florida Trend magazine s Florida s Legal Elite for estate planning in 2011 and He has also received the designation of Advanced Wealth-Strategist Planner by the Esperti Peterson Institute for Global Wealth Strategies Planning and Certified SunBridge Master Advisor by the SunBridge Advisor Network. Randy is also a Fellow of the Legacy Builder Institute, a national not-for-profit organization dedicated to educating families and communities how and why to preserve their heritage and perpetuate their legacy. Prior to starting his law firm in 1999, Randy served on active duty in the United States Navy s Judge Advocate General s Corps and worked at a small boutique firm in Winter Park, Florida. Randy continues to serve in the Reserve Component of the Navy JAG Corps, currently serving in the rank of Captain. In May 2008 Randy was recalled to active duty in support of the Global War on Terror for forward deployment to Iraq. Randy served as the Officer-in-Charge of the Detainee Legal Operations Center at Forward Operating Base Camp Buca, Iraq, which held more than 18,000 enemy combatants removed from the battlefield. He supervised a joint office of more than 50 personnel from the Navy, Air Force, Army and Marine Corps. An active volunteer, Randy served on the Board of Directors for the Central and North Florida Chapter of the Alzheimer s Association for the past 11 years, serving as the Chairman of the Board of Directors for 3 years. He is also active with the Cub Scouts, having served as Den Leader for the past three years and as Treasurer of the local Pack for the last two years. Randy is a Florida native, born in Milton, Florida. He received a Bachelor of Science in Business Administration from Nova Southeastern University in Fort Lauderdale, Florida in 1990 and graduated from the University of Miami with a Juris Doctorate degree, cum laude, in May 1993, serving on The University of Miami Law Review, Honor Society of the Bar and Gavel and Moot Court Board. Randy graduated in the top 7% of his class and was awarded the Order of the Coif, a prestigious award for outstanding achievement in law school. Randy is a frequent lecturer on topics related to estate planning and elder law on the local, state and national level. He has been married to Laura for 18 years, has a fourteen-year-old daughter, Brooke, a twelve-year-old daughter, Cassidy, and a nine-year-old son, Bradley. In his spare time he enjoys spending time with his family.

2 PROFESSIONAL AFFILIATIONS: The Florida Bar (Member, Sections on: Elder Law (Executive Council ; ; current), Real Property, Probate and Trust Law, and Tax Law) Florida Joint Public Policy Task Force for the Elderly & Disabled (Co-Chair ; Member ) Academy of Florida Elder Law Attorneys (President ; Member, Board of Directors; Executive Committee 2004-present) National Academy of Elder Law Attorneys WealthCounsel Central Florida Estate Planning Council Alzheimer s Association, Central and North Florida Chapter (Member, Board of Directors 1999 to present; Chairman of the Board ) InKnowVision Institute for Advanced Wealth Strategies Design SunBridge Advisor Network and Legacy Builder Network Fellow, Legacy Builder Institute Court of Appeals for the Armed Forces SELECTED PRESENTATIONS: Planning for the Florida Homestead (Wealth Counsel Central Florida Forum, Orlando, February 2012) Long-Term Care Asset Protection Planning Update (Wealth Counsel Central Florida Forum, Orlando, February 2012) Advanced Planning in Elder Law (Academy of Florida Elder Law Attorneys UnProgram Advanced Track, Orlando, December 2011) Integrating Special Needs Planning Into Your Practice: Basics, Drafting and Administration (2- day seminar for the National Network of Estate Planning Attorneys Fall Collegium, Reno, NV, September 2011) Legislative Update on Estate Planning and Elder Law (Florida Joint Public Policy Task Force, West Palm Beach, August 2011) Small Business Tax Credits and the Affordable Care Act (Florida Bar Health Law Section & Elder Law Section Continuing Legal Education, Orlando, July 2011) Elder Abuse & Exploitation (World Elder Awareness Day Presentation, Orlando, June 2011) Introduction to Special Needs Trust Planning (National Academy of Elder Law Attorneys Webinar, June 2011) Key Issues in Creating an Effective Estate Plan (Florida Navy Nurse Association Meeting, Orlando, April 2011) Advanced Planning Issues in Elder Law (Academy of Florida Elder Law Attorneys UnProgram Advanced Track, Orlando, December 2010) Opportunities in Estate Planning for CPAs and Financial Advisors (2-day course covering foundational and advanced estate planning concepts, multiple occasions in Oviedo, Florida in ) Legal and Financial Issues Affecting the Elderly (Central and North Florida Chapter of the Alzheimer s Association, Multiple dates and locations )

3 The Poorer Spouse Funding Technique Use of Powers of Appointment to Fully Utilize the Federal Estate Tax Exemption in Smaller Estates (Wealth Counsel Central Florida Forum, Orlando, May 2010) Homestead Property in Florida: What Every Planner Needs to Know (Basic Probate, Guardianship and Elder Law 2010, Florida Bar Continuing Legal Education Committee and the Young Lawyer Division, Fort Lauderdale and Tampa, February, 2010) Roth IRA Conversions: Are you Prepared for the Hottest New Planning Opportunity? (Financial Planning Association of Central Florida, Orlando, Florida, October 2009) Integrating Business Succession Planning with Personal Estate Planning (Central Florida Institute of Certified Public Accountants, Orlando, Florida, July 2009) Florida s Implementation of the Deficit Reduction Act and its Impact on Medcaid/Long-Term Care Asset Protection Planning (Central Florida Institute of Certified Public Accountants, Orlando, Florida, November 2007) Introduction to Trusts and Special Needs Trust Drafting (United States Navy Judge Advocate General s Corps Advanced Estate Planning Course, Naval Justice School, Newport, Rhode Island, September 2007) Current Issues in Elder Law (National Network of Estate Planning Attorneys, Indianapolis, Indiana, April 2007) Preserving a Family Legacy (Central Florida Institute of Certified Public Accountants, Orlando, Florida, March 2007) 2006: A Year in Review and Legal Update (Central Florida Financial Planners Association, Orlando, Florida, March 2007) Understanding the Impact of DRA 2005 for Financial Advisors and Insurance Professionals (2007 Palm Beach Financial Symposium and Expo, Palm Beach, Florida, March 2007) Estate Planning Planning Ahead with the Appropriate Legal Documents (Elder Law Board Certification Review Course, Florida Bar, January 2007) Drafting Special Needs Trusts, an Overview of the Deficit Reduction Act of 2005 and Effective use of Advance Directives (United States Navy Judge Advocate General s Corps Advanced Estate Planning Course, Naval Justice School, Newport, Rhode Island, September 2006) Putting the Deficit Reduction Act of 2005 into Practice New Opportunities in Medicaid/Long- Term Care Asset Protection Planning (National Network of Estate Planning Attorneys, Indianapolis, Indiana, May 2006) Special Needs Trust Planning What Are The Options and How Do They Work? (Florida Education Forum, Siesta Key, Florida April 2006) Overview of the Medicaid changes contained in the Deficit Reduction Act of 2005 (Orange County Bar s Elder Law Committee, Orlando, Florida, April 2006) Key Issues to Consider in the Selection of a Business Entity (Central Florida Institute of Certified Public Accountants, Orlando, Florida, November 2005) Understanding and Implementing Medicaid/Long-Term Care Asset Protection Planning in your Elder Law Practice (A 2-day intensive course for attorneys. National Network of Estate Planning Attorneys, Scottsdale, Arizona, September 2005) Design and Drafting of Special Needs Trusts Which Trust, Why and How do they Work? (United States Navy Legal Assistance Officer Training Course, Naval Justice School, Newport, Rhode Island, July 2005)

4 The Importance of Advance Directives and Powers of Attorney in an Estate Plan (United States Navy Legal Assistance Officer Training Course, Naval Justice School, Newport, Rhode Island, July 2005) The Poorer Spouse Funding Technique Use of Powers of Appointment to Fully Utilize the Federal Estate Tax Exemption in Smaller Estates (National Network of Estate Planning Attorneys, Indianapolis, Indiana, March 2005) Elder Law Issues for Financial Advisors and Insurance Professionals (Society of Financial Service Professionals, Palm Beach County Chapter, West Palm Beach, Florida January 2005) Medicaid Eligibility: Resources, Requirements and Strategies (Florida Institute of Certified Public Accountants, Florida Institute on Federal Taxation Conference, Orlando, Florida November 2004) A Legal & Financial Perspective on Alzheimer s for Today & Tomorrow (O Gara Library Educational Series, Alzheimer s Association, Orlando, Florida ) Practicum II an intense three-day course for lawyers focusing on the integration of the following advanced techniques into an estate plan: retirement plan benefits under the final regulations; irrevocable life insurance trusts, generation skipping transfer tax planning techniques and Medicaid and elder law related issues. (National Network of Estate Planning Attorneys, Denver, Colorado July 2004) Practicum I an intense three-day course for lawyers focusing on counselling and drafting issues for the foundational estate planning documents: living trusts, wills, powers of attorney, health care powers of attorney and living wills. (National Network of Estate Planning Attorneys, Indianapolis, Indiana May 2004) Medicaid Eligibility: Resources, Requirements and Strategies (Florida Bar Elder Law Section, Tampa, Florida April 2004) Elder Law Issues Affecting the Military (Navy Legal Service Office Southeast, Jacksonville, Florida, January 2004). Legal Issues Affecting Those Diagnosed with Alzheimer s Disease (Alzheimer s Association EASE Program, Orlando, Florida, ). Use of Personal Service Contracts in Medicaid Planning (Facilitator, Academy of Florida Elder Law Attorneys UnProgram, December 2003). Integrating Retirement Plans with Medicaid Planning (Facilitator, Academy of Florida Elder Law Attorneys UnProgram, December 2003). Advanced Directives and Health Care Decision Making (Winter Park Presbyterian Church, Winter Park, Florida, November 2003). Long-Term Care Asset Protection Planning (Florida Institute of Certified Public Accountants, Central Florida Chapter, Orlando, Florida, November 2003). Advanced Medicaid Planning Issues (National Network of Estate Planning Attorneys, Las Vegas, Nevada, October 2003). Advanced Directives and Health Care Decision Making (Third Annual Forum on Death and Dying: Central Florida Partnership to Improve End-of-Life Care, Orlando, Florida, October 2003). Legal Issues Affecting Those Diagnosed with Alzheimer s Disease (Alzheimer s Resource Center, Orlando, Florida, October 2003).

5 Update on Legal Issues Affecting the Elderly (The Florida Conference on Aging, Orlando, Florida, August 2003). Medicaid and Elder Law Issues in Florida (Lorman Education Services, Orlando, Florida, July 2003). The Basics of Medicaid Planning (National Network of Estate Planning Attorneys, Orlando, Florida, April 2003). Estate Planning Design Strategies (National Network of Estate Planning Attorneys, Orlando, Florida, April 2003). The Truth About Estate Planning (Florida Institute of Certified Public Accountants, Central Florida Chapter, Orlando, Florida, November 2002). Special Needs Planning Issues (Center for Autism and Related Disorders, University of Central Florida, Orlando, Florida multiple occasions). Florida s New Elective Share (Florida Education Forum, Tampa, Florida, 2002). Medicaid Planning and Practice Development (Co-Presenter 2 Day Workshop, National Network of Estate Planning Attorneys, Denver, Colorado, July 2002). Estate Planning for Your Pets (National Network of Estate Planning Attorneys, Reno, Nevada, April 2002). Overview of Medicaid in Florida (Florida Education Forum, Fort Lauderdale, Florida, 2002). Maximizing Your Retirement Plan Benefits (Florida Institute of Certified Public Accountants, Central Florida Chapter, Orlando, Florida, November 2001). Maximizing Your Retirement Plan Benefits (Lorman Education Services, Orlando, Florida, September 2001). Medicaid Eligibility in Florida (National Business Institute, Orlando, Florida, December 2000). Estate Planning and Elder Law Issues (Learning Institute for Elders at University of Central Florida, Orlando, Florida, November 2000). Opportunities in Estate Planning for Certified Public Accountants and Financial Advisors (Orlando, Florida multiple occasions ). RADIO/TELEVISION: Dollars and Sense (Guest on radio show to discuss estate planning, WLKF AM 1430, Lakeland, Florida, June 2011) Dollars and Sense (Guest on Laura Hawley s radio show to discuss unique issues affecting the Sandwich Generation, WLKF AM 1430, Lakeland, Florida, July 2009) Dollars and Sense (Guest on Laura Hawley s radio show to discuss the benefits, pitfalls and timing issues concerning the new Medicare Part D Prescription Drug Program, WLKF AM 1430, Lakeland, Florida March 2006) Dollars and Sense (Guest on Laura Hawley s radio show to discuss important issues concerning disability planning and long-term care, WLKF AM 1430, Lakeland, Florida January 2006) Survive and Thrive (Guest on Jack Taylor radio show to discuss unique issues facing small business owners on estate planning and elder law that affect their bottom line, WORL AM 660, Orlando, Florida, June 2005) From Here to Eternity (Co-Host of weekly radio show on estate planning and elder law issues, WORL AM 660, Orlando, Florida, ).