ALCA Florida Mock Up by Positive Aging Sourcebook

Florida

Resource Directory • Complete Listings of Aging Life Care Managers • Helpful Resources • Articles, Checklists and Much More!

www.alcaflorida.org

Mid-Atlantic Chapter

WELCOME It is with great pleasure that I welcome you to the first-ever Aging Life Care™ Association (ALCA) Resource Directory! Guide to Retirement Living SourceBook has long been a champion of our profession, and the Board of the Mid-Atlantic Chapter of ALCA has worked in close partnership with SourceBook to produce this guide. Nationally, our Chapter is part of a network of more than 2,000 members, and membership is growing every day. Regionally, about 250 members, including social workers, nurses, therapists, gerontologists and certified care managers work to help guide and support clients who face challenges associated with aging and/or disability, as well as their families or guardians. Put simply, our goal is to ensure that these vulnerable clients enjoy the best quality of life possible. I am also delighted to partner with members of the National Association of Elder Law Attorneys (NAELA) as an integral part of this guide. Members of NAELA were among the first professionals to encourage social workers and

President Stephanie Swerdlow

nurses to assist with their clients’ care needs. They provided support during the early days of our association, and our members continue to work closely with elder law attorneys today. This guide would not have been possible without the support of our many corporate partners in the communities we serve, including home care companies, assisted living communities, skilled nursing facilities, and hospitals—to name just a few. On behalf of our Board and our members, we thank you! Since 1985, members of ALCA (formerly known as the National Association for Professional Geriatric Care Managers) have distinguished themselves in the field of aging through a rigorous credentialing process, a strict Code of Ethics and unparalleled expertise in eight core areas. These areas are the keys to improving our clients’ lives and include: Legal, Crisis Intervention, Health & Disability, Financial, Housing, Family, Local Resources and Advocacy. Whatever your questions and needs may be, in these pages you will find a trove of professionals ready to guide you. Aging Life Care Managers truly are “the experts in aging well!” Stephanie Swerdlow President, Florida Chapter Committee of ALCA

Aging Life Care Association • Mid-Atlantic Chapter

Past President Connie McKenzie President Elect DeeWynn Cox Secretary Cindy Flowers Treasurer Doris Haas Members at Large: Vicki Alkire Elena Baba Mary Ellen Brown Genevieve Faulk Brandy Gregg Barbara Herrington Barbara Levison Barbara Ringgold Catherine Rowlands The Aging Life Care Association™ Florida Chapter does not endorse or recommend any commercial products, processes, or services. Therefore, mention of commercial products, processes, or services in Aging Life Care Association™ Florida Chapter Resource Directory, cannot be construed as an endorsement or recommendation.

Inside This Guide

Research. Search. Identify. The ALCA Resource Guide was designed to help individuals find the resources they need to plan for senior living or navigate through challenges associated with aging. The guide features both expert articles and detailed listings. The unbiased articles are written by professionals to educate consumers about all the options available to help seniors and their families. The comprehensive listings provide all the information consumers need to find a professional or organization to meet their unique needs.

Research aging services and complete your search for the right provider all in one place. Turn the page to get started. Aging Life Care Resources

Understand Aging Life Care™ ............................................................................................ 2 Aging Life Care Association Code of Ethics.................................................................... 3 Six Hidden Costs to Caring for an Aging Parent........................................................... 4 Living Well While Caring for Aging Parents ................................................................... 6 ALCA Knowledge Areas.........................................................................................................24 How to Find an Aging Life Care Professional™ Near You........................................... 8 Complete listings of Aging Life Care Professionals in the Mid-Atlantic............... 10 – 23

Elder Law Resources

How Care Managers and Elder Law Attorneys Work Together............................... 27 Elder Law Listings ................................................................................................................... 28-29

Senior Housing Resources

Selecting a Senior Housing Option.................................................................................. 31 10 tips for Choosing an Assisted Living.......................................................................... 34 How to Evaluate Nursing Care ........................................................................................... 35 How to Compare Nursing Centers ................................................................................... 36 How to Choose Memory Care ............................................................................................ 37 How to Know the Symptoms of Alzheimer’s................................................................. 38 Senior Housing Listings ....................................................................................................... 39-47

Home Care Resources

How to Remain at Home...................................................................................................... 48 Planning for the Care You Need at Home....................................................................... 49 Home Care Listings................................................................................................................. 51-56

Senior Living Resources

Understanding Senior Resources...................................................................................... 57 Resource Listings..................................................................................................................... 58-64 Aging Life CareTM is a trademark of the Aging Life Care Association. Only ALCA Members are authorized to use this term to identify their services. AGING LIFE CARE PROFESSIONALTM is a trademark of the Aging Life Care Association. It is an indication of membership in ALCA, and only ALCA Members are authorized to use this term.

The Aging Life Care Association™ Florida Chapter does not endorse or recommend any commercial products, processes, or services. www.alcaflorida.org • Florida Chapter • Aging Life Care Association

Florida Chapter

Understand Aging Life Care™ Aging Life Care / geriatric care management is a holistic, client-centered approach to caring for older adults or others facing ongoing health challenges. What is an Aging Life Care Professional? An Aging Life Care Professional™, also known as a geriatric care manager, is a health and human services specialist who acts as a guide and advocate for families who are caring for older relatives or disabled adults. The Aging Life Care Professional is educated and experienced in any of several fields related to aging life care / care management, including, but not limited to gerontology, nursing, social work, psychology or occupational therapy. The Aging Life Care Professional assists clients in attaining their maximum functional potential. The individual’s independence is encouraged, while safety and security concerns are also addressed. Aging Life Care Professionals have extensive knowledge about the costs, quality and availability of resources in their communities. Aging Life Care Professionals are members of the Aging Life Care Association™ (ALCA) and differ from Patient Advocates, Senior Advisors, Senior Navigators and Elder Advocates. ALCA members must meet the stringent education, experience and certification requirements of the organization, and all members are required to adhere to a strict code of ethics and standards of practice. What Services do Aging Life Care Professionals Provide? Aging Life Care Professionals provide guidance to help families ensure quality care and an optimal life for those they love through:

• Assessment and monitoring • Planning and problem-solving • Education and advocacy • Family caregiver coaching • Long-distance caregiving Aging Life Care Professionals are engaged to assist in a variety of areas, such as: • Housing – helping families evaluate and select the appropriate level of housing or residential options. • Home care services – determining the types of services that are right for a client and assisting the family to engage and monitor those services. • Medical management – attending doctor appointments, facilitating communication between doctor, client and family, and if appropriate, monitoring client’s adherence to medical orders and instructions. • Communication – keeping family members and professionals informed as to the well-being and changing needs of the client. • Social activities – providing opportunities for the client to engage in social, recreational or cultural activities that enrich quality of life. • Legal – referring to or consulting with an elder law attorney; providing expert opinions for courts in determining level of care. • Financial – may include reviewing or overseeing bill paying or consulting with accountant or client’s Power of Attorney. • Entitlements – providing information on Federal and state entitlements; connecting families to local programs. • Safety and security – monitoring the client at home; recommending technologies to add to security or safety; observing changes and potential risks of exploitation or abuse. • Long-distance care – coordinating

the care of a loved one for families that live at a distance, including crisis management. Local, cost-effective resources are identified and engaged as needed. A care plan tailored for each individual’s circumstances is prepared after a comprehensive assessment. How do you know that you need an Aging Life Care Professional? You may need an Aging Life Care Professional if: • The person you are caring for has limited or no family support. • Your family has just become involved with helping the individual and needs direction about available services. • The person you are caring for has multiple medical or psychological issues. • The person you are caring for is unable to live safely in his/her current environment. • Your family is either “burned out” or confused about care solutions. • Your family has limited time and/ or expertise in dealing with your loved ones’ chronic care needs. • Your family is at odds regarding care decisions. • The person you are caring for is not pleased with current care providers and requires advocacy. • The person you are caring for is confused about his/her own financial and/or legal situation. • Your family needs education and/or direction in dealing with behaviors associated with dementia. • You live at a distance from your loved one. Thank you to the Aging Life Care Association™ for permission to share this information. You may learn more about Aging Life Care™ at aginglifecare.org.

The Aging Life Care Association™ Florida Chapter does not endorse or recommend any commercial products, processes, or services. 2

Aging Life Care Association • Florida Chapter • www.alcaflorida.org

Florida Chapter The Aging Life Care Association (ALCA) developed the standards of practice and code of ethics to guide Aging Life Care Professionals in their daily professional and business practices. Additional information, as well as the full code, is available on ALCA’s website: aginglifecare.org.

THE CODE OF ETHICS PROVIDES: Accountability to our Clients ALCA members recognize diversity in our society and embrace a multi-cultural approach to support the worth, dignity, potential and uniqueness of each client. The Code of Ethics acknowledges the vulnerable population we serve and makes explicit the highest standards of practice. Accountability to the Public The Code of Ethics sets a national standard for the professional practice of Aging Life Care™. It defines for the public the ethical responsibilities expected of ALCA’s members and the organization’s role in maintaining the highest standards of practice and promotion of ethical behavior. Education of Aging Life Care Professionals ALCA recognizes the diversity of the experience and education of its members and the needs of members for guidance in both their professional and business roles, and thus the Code of Ethics was developed to guide members in each of these roles. It states the core values and principles to current and future members, to the public, and to allied professionals. All members of ALCA are expected to understand and behave in a manner that is consistent with the provisions of the Code of Ethics. A Framework for Analyzing & Resolving Ethical Dilemmas The Code of Ethics offers a framework for ethical decisionmaking when conflicts arise in either the practice or the business of Aging Life Care. It assists Aging Life Care Professionals in examining the ethical issues present in all aspects of their work by identifying what principles need to be considered and how to prioritize them when it is necessary to make a choice. It asks Aging Life Care Professionals to be aware of their own biases as they seek to resolve ethical dilemmas. Assistance in Reviewing Complaints In ALCA’s Peer Review Process the Code of Ethics and Standards of Practice serve as the basis for assessing and resolving ethical or business practice complaints against members in their practice of Aging Life Care.

THE CODE: ETHICAL PRINCIPLES AND STANDARDS OF PRACTICE SUPPORTING THESE PRINCIPLES Integrity An Aging Life Care Professional is honest, diligent, and accountable in the provision of service. An Aging Life Care Professional always acts in a manner that is consistent with the professional values stated in this Code. Loyalty and Responsibility An Aging Life Care Professional is trustworthy and dependable in all aspects of both professional and business relationships. An Aging Life Care Professional maintains confidentiality, avoids conflicts of interest, and always pursues the best interest of clients. Promoting Benefit and Avoiding Harm An Aging Life Care Professional promotes clients’ interests, values, and welfare in order to maximize benefits and avoid harm. An Aging Life Care Professional is aware of potential conflicts that may arise when balancing the benefits and risks of interventions being considered. An Aging Life Care Professional strives to assure that vulnerable clients’ individual choices are maximized to the greatest extent possible. Respect for Clients’ Rights and Dignity An Aging Life Care Professional treats clients with respect, as complete individuals with their own history, narrative, and unique cultural identity. An Aging Life Care Professional respects the rights of each client, including the right to privacy, and, for the vulnerable client, strives to balance client autonomy with the need for protection and safety. Justice An Aging Life Care Professional behaves in a just and fair way in all professional and business relationships. An Aging Life Care Professional does not promote or sanction any form of discrimination such as discrimination based on race, ethnicity, gender, religion, sexual orientation, national origin, disability, or socioeconomic status.

How to Find an Aging Life Care Manager™ Near You All Aging Life Care Managers™ have similar skill sets, but the care managers best equipped to help you are the ones in your area. Aging Life Care Managers are experts on the resources available in their various geographic regions. We have done our best to group the Mid-Atlantic Aging Life Care Association (ALCA) members into geographic regions based on the states served (Pennsylvania, Delaware, Maryland, Virginia, West Virginia and DC), but many of our members serve large areas that include several jurisdictions. For instance, some care managers in Pennsylvania also serve border areas over the state line in Delaware, and vice versa.

Regions served by the Florida chapter

To make sure that an ALCA member serves your exact area, you can: 1. Check their website to verify service area. 2. Go to aginglifecare.org and click on the FIND AN AGING LIFE CARE EXPERT button. For best results, particularly in more rural areas, enter your zip code and use as wide a search radius as possible, 25 miles or more. 3. Call the Aging Life Care Professional nearest your area. If they aren’t able to help you, they will direct you to another ALCA member who can!

WHY CHOOSE AN AGING LIFE CARE MANAGER? ALCA promotes the highest standards of practice. Membership in ALCA is open only to qualified individuals with specialized degrees and experience in human services, including social work, psychology, gerontology or nursing. Those who are at the Advanced Professional level of membership hold one of four ALCA-approved certifications. Only members of ALCA can call themselves Aging Life Care Managers. Aging Life Care Managers have diverse experiences, credentials and backgrounds. Many are licensed in their state in specific fields (such as nursing or social work). Aging Life Care Managers may call themselves professionals, consultants, advisors or by other titles. All care managers do not specialize in all areas of aging life care. When looking for a care manager, find

out his/her areas of expertise. You will want to hire someone who regularly handles clients with needs similar to yours. Aging Life Care Managers who primarily work with older adults bring more to their practice than an expertise in geriatrics. They bring a deep knowledge of aging issues that allows them and their staff to overcome the myths related to aging and focus on the problems at hand. At the same time, they have tremendous experience working with resources in your community. They are fully aware of real life problems, health and otherwise, that emerge as individuals age and the tools that are available to address those issues. They are also connected with a community of social workers, nurses, psychologists, elder law attorneys, advocates, and other elder care professionals who may be of assistance to you.

The Aging Life Care Association™ Florida Chapter does not endorse or recommend any commercial products, processes, or services.

Aging Life Care Association • Florida Chapter • www.alcaflorida.org

QUESTIONS TO ASK WHEN LOOKING FOR AN AGING LIFE CARE MANAGER It is important for consumers to ask questions. Some of these include:

Florida Chapter The Florida Aging Life Care Association members are grouped by region to make finding a professional in your area easier.

• What are the primary services provided by your agency/business? • How many Aging Life Care Managers are in your agency/ business? • Is there a fee for the initial consultation and, if so, how much? • What are your professional credentials? • Are you licensed in your profession? • How long have you been providing aging life care or care management services? • Are you available for emergencies? • Does your company also provide home care services? • How do you communicate information? • What are your fees? (These should be provided to the consumer/ responsible party in writing prior to services starting.) • Can you provide me with references? The answers to your questions will assist you in determining whether a particular Aging Life Care Manager or agency/business has the qualifications important to you for a successful relationship. If you have a specific issue that requires immediate attention, be sure to inform the Aging Life Care Manager of this during the initial conversation. The Aging Life Care Association™ Florida Chapter does not endorse or recommend any commercial products, processes, or services. www.alcaflorida.org • Florida Chapter • Aging Life Care Association

Florida Chapter

Aging Life Care Association™ (ALCA) Membership Levels

The Aging Life Care Association™ (ALCA) offers several levels of individual membership and benefits that respond to the needs of Aging Life Care Professionals™ at every step of their careers. The profession of Aging Life Care™ / geriatric care management is growing and different professionals within the field have different levels of experience, education and certification that support their practice. ALCA is proactively meeting the needs of the profession by creating membership categories that recognize high certification standards and professionalism, while also being inclusive to allow all practitioners of Aging Life Care/care management a home within ALCA. The end goal of ALCA and all its members is improved service and quality of life for older adults and their families.

a field unrelated to Aging Life Care/care management. However, these members must meet all of the other criteria outlined above, and they must have three years of post-degree supervised experience in the field of Aging Life Care/care management within the last ten years. The Advanced Professional level also includes members designated as Fellows of the Leadership Academy.

Advanced Professional Member Advanced Professional Members must: • Hold a Bachelor’s, Master’s or Ph.D. with at least one degree in a field related to Aging Life Care/ care management (i.e. counseling, gerontology, mental health, nursing, occupational therapy, physical therapy, psychology or social work); • Be primarily engaged in a paid position in the direct practice, administration or supervision of client-centered services to the elderly and their families; • Have two years of post-degree supervised experience in a paid position in the field of Aging Life Care/care management within the last ten years; and • Hold a current ALCA-approved certification. Professionals can also qualify for the Advanced Membership level if they hold a Bachelor’s, Master’s or Ph.D. degree in

Professional Member Professional Members must: • Hold an Associate’s, Bachelor’s, Master’s or Ph.D. degree with at least one degree held in a field related to Aging Life Care/care management (i.e. counseling, gerontology, mental health, nursing, occupational therapy, physical therapy, psychology or social work); • Be primarily engaged in a paid position in the direct practice, administration or supervision of client-centered services to the elderly and their families; and • Have two years of post-degree supervised experience in a paid position in the field of Aging Life Care/care management within the last ten years. Members may also qualify if they hold an Associate’s Nursing degree or Diploma in Nursing and meet all of the other criteria outlined above. Practitioners can also qualify for the

Membership Levels at a Glance

• Advanced Professional - PRO • Professiona -PRO • Associate - ASC • Student - STU • Emeritus - EMR

Aging Life Care Association • Florida Chapter • www.alcaflorida.org

Professional Membership level if they hold a Bachelor’s, Master’s or Ph.D. degree in a field unrelated to Aging Life Care/care management. However, these members must meet all of the other criteria outlined above, and they must have three years of post-degree supervised experience in the field of Aging Life Care/care management within the last ten years. Associate Associate Members must: • Hold an Associate’s, Bachelor’s, Master’s or Ph.D. degree; • Be primarily engaged in a paid position in the direct practice, administration or supervision of client-centered services to the elderly and their families. Members may also qualify if they hold an Associate’s Nursing degree or Diploma in Nursing and meet all of the other criteria outlined above. Practitioners can also qualify if they hold an LPN, PTA or OTA license and meet all of the other criteria outlined above. Student Member A non-voting member who is presently enrolled in an undergraduate, graduate or certificate program from an accredited University or College with an interest in Aging Life Care/care management. Members must show proof of enrollment with each renewal. Emeritus Member A non-voting member who is retired from the active practice of Aging Life Care/care management and has been an ALCA member in good standing at the Advanced level (formerly Certified Geriatric Care Manager) for a minimum of five (5) years.

Florida Chapter

Membership Directory Name

Company

Phone

Website

Level

Central Region

Patrice Antony BS, PT, GCS Elder Advocates, Inc. (407) 898-9080 elderadv.com PRO Catherine Marie Atwood BA, RN, CCM, CDMS CMA and Associates (407) 931-0340 AVP Victoria Baize MSW All About Aging, LLC (863) 206-7265 allaboutagingllc.com PRO Kizzy Caldwell LMSW RR Care Management, LLC (407) 602-8177 rrcaremanagement.com PRO Christine has extensive experience working with and improving the lives of older adults in health care, home care, and community based settings. A non-profit, Seabury Care Management assists clients and families to navigate complex situations and live with independence and dignity. Our work includes assessments & care planning, consultations, advocacy, crisis intervention, education, information/ referral, placements and collaboration with guardians/conservators. Kristi Catallo RN, CMC SeniorBridge Dawn Cerra-Kitt BSW, MS, CMC Cameron Group Aging Life Care Services Valerie Chessman RN, CCM Cameron Group Care Management Services Gail Cole MSW All About Aging, LLC Gwynne DuBose BA, NCG, CMC DuBose Care Management, LLC Catherine Dunlap MSW The Cameron Group Jan Ellis RN, CDMS, CCM J. Ellis and Associates Rebecca Fierle BA Geriatric Management Gloria Gluskin MSW, LCSW, CMC FHL Care Management Linda Goldsmith LCSW, CSW-R, C-ASWCM GeriOptions Doris Haas RN, CCM, CMC Atlas Aging Life Care Management Barbara Herrington MA, CMC All About Aging, LLC Sharmalee Jones MSG, MPA, CMC All About Aging, LLC Cheryl Jordan MS, RN, CMC American Geriatric Care Group Beth Kramer RN, CMC One Senior Place Care Management Carolyn La Londe MSW, CMC Cameron Group Aging Life Care Services Gwen Ledene BSN Compassionate Management Care, Inc. Juliet Lewis MA, CMC, CCM Aging Wisely, LLC Paula Liu RN Paula R. Liu, RN, Care Manager Patient Advocate Kathy Lord RN, CMC Anne Lucas MS, CMC AHL Inc. Keith Meneskie BS, MHS, CRC, CMC Aging Resources & Care Management Amy Cameron O’Rourke MPH, NHA, CMC Cameron Group Aging Life Care Services Carol Pearson RN, BA Senior Planning Solutions Dianne Reynolds BSN, MA, RN, CMC FHL Care Management, LLC Sara Rodriguez MS, CMC FHL Care Management Misty Rogers BS The Cameron Group Catherine Rowlands MBA, MT, NHA, CMC Total Long-Term Care Cons. Svcs., Inc.

Advanced Professional = AVP

(407) 623-3454 seniorbridge.com (888) 896-2010 thecamerongroup.us (407) 896-2010 thecamerongroup.us (920) 246-4917 allaboutagingllc.com (407) 247-6146 (407) 896-2010 thecamerongroup.us (407) 247-6539 (407) 895-0504 RebeccaFierle.com (407) 415-8682 FHLCaremanagement.com (646) 251-1790 gerioptions.com (954) 334-5821 atlascaremanagement.com. (863) 557-7604 allaboutagingllc.com (863) 866-1130 (386) 248-1919 (321) 253-6330 oneseniorplace.com (407) 896-2010 thecamerongroup.us (321) 427-9067 www.indequest.com (727) 447-5845 agingwisely.com (352) 638-5865 (407) 896-2010 (407) 361-8426 ahlinc.net (352) 291-7662 phhp.ufl.edu (407) 896-2010 thecamerongroup.us (352) 857-6883 (407) 545-4430 FHLCaremanagement.com (407) 310-4848 (407) 896-2010 www.thecamerongroup.us (321) 752-0995 tlcconsultantservices.com

Professional = PRO

AVP AVP AVP PRO AVP PRO AVP PRO AVP AVP AVP AVP AVP AVP AVP AVP PRO AVP PRO AVP AVP AVP ASC AVP AVP ASC AVP

Associate = ASC

Florida Chapter

Membership Directory Name

Company

Phone

Website

Level

Northeast Region

Emily Shay The Cameron Group (407) 896-2010 thecamerongroup.us ASC Susan Thornton RN Atlas Care Management, LLC (844) 226-1537 atlascaremanagement.com ASC Sherry Vogel MSW Aging Care Partners (863) 370-4003 agingcarepartners.com PRO Thelma Woolridge BA, MA, RN, CMC FHL Care Management (407) 437-7683 fhlcaremanagement.com AVP Patricia Yancey RN, CMC CareTime Elder Care Management Services, LLC (352) 624-0570 caretimeflorida.com AVP Cindy Flowers BA, MS, CMC Comfort Keepers (352) 331-7760 comfortkeepers.com AVP Adria Green BA, CMC Elder Care of Alachua County (352) 265-9040 AVP Carolyn Lukert BA, MBA (352) 317-0415 ASC Gregory McGann MED,MSW,LCSW,CASWCM OMEGA Counseling & Care Management (352) 375-8301 AVP Diana Molimock BS SeniorBridge (904) 398-9098 seniorbridge.com PRO Kathryn Murphy MSN, RN, CMC (904) 230-9220 AVP Bonnie Rouls RN, BA, CCM (904) 662-0166 AVP Midge Santo BSN Sunshine State Consulting for Elderly, LLC (904) 386-6470 ASC Southeast Region

Kimberly Aloya MSW, CMC Elderoptions (954) 802-6258 elderoptionsinc.com AVP Ferial Andre RN, CCM Regal Care Management (561) 499-8382 AVP Juanita Arms RN, MS, CMC • Wendy has overFirstat RN Care Management Services as a clinical (954) 486-1990 firstathealthcare.com fifteen years of experience social worker in various medical andAVP Elena Baba MBA, RN, CCM, CDMS residential settings, Advanced Health Services Consulting, Inc. (305) 790-7845 AVP including hospitals, retirement communities and skilled nursing facilities. • Wendy can assist families with planning, complete comprehensive in-home assessments, coordinate and arrange supportive services, facilitate family meetings, and provide advocacy within the healthcare system.

Maureen Baeringer RN, CMC Elysian Senior Services, Inc. (561) 301-7699 elysianseniorservices.com AVP Deborah Barfield BHS, CMC, RNC SeniorBridge (561) 575-5619 seniorbridge.com AVP Rona Bartelstone LCSW, CMC OurAging (954) 553-1664 AVP Meryl Berdugo BS Senior Options, Inc. (561) 372-8026 senioroptionsfl.com ASC Sandra Bingham Campion BA, MS, NCC, CMC La Posada Health Center (561) 254-7665 AVP you overwhelmed by elder care issues? The Straticare team is here to help. We facilitate AVP Monique Biondolillo BSN, MSN,Are RN, CMC Nursing Caresultants (954) 290-4697 difficult family conversations to guide you and your loved ones through the journey of aging. Amy Bloom LCSW, CLCP, C-ASWCM Chai Care Inc. (954) 252-6920 AVP We are committed to preserving family relationships, providing emotional support and direction, and ensuring that your loved ones are being appropriately and compassionately cared for. With Straticare, you can find peace, knowing your loved one is getting the care they deserve.

John Boden BA, CMC

ElderIssues, LLC

Advanced Professional = AVP 8

(561) 265-0016

Professional = PRO

elderissues.com

Associate = ASC

The Aging Life Care Association™ Florida Chapter does not endorse or recommend any commercial products, processes, or services. Aging Life Care Association • Florida Chapter • www.alcaflorida.org

Florida Chapter

Membership Directory Name

Company

Phone

Website

Level

Southeast Region

Deborah Ann Bomentre RN, CLNC, CMC Firstat RN Care Management Services (954) 486-1990 firstathealthcare.com AVP H. Vicki Brail LCSW, CCM, CDMS Vicki Brail & Co. (305) 271-5500 geriatriccaremiami.com AVP Christine Brannigan BSN, RN, CCM (561) 354-8155 AVP Erin Britton RN, CCM Firstat RN Care Management Services (561) 684-9000 firstathealthcare.com AVP MaryEllen Brown BSN, RN, CCM Care Management Partners, Inc. (954) 558-5048 caremanagementpartners.com AVP Rose Campellone BS Special Care Services (772) 222-7301 specialcareservices.com Lori Canter MSW, CMC Goodman JFS of Broward (954) 370-2140 jfsbroward.org AVP Rene Darsey Carr RN Parental Care Consultants, Inc. (561) 799-2755 parentalcareconsultants.com PRO Jerie Charnow MSW LTC America, LLC (516) 375-1875 ltcamerica.com Kathy Cole RN Atlas Care Management (954) 609-7648 atlascaremanagement.com ASC Pam Dannelevitz RN Elder Care Consultants of South Florida, LLC (561) 429-8226 eldercaresouthflorida.com PRO Luann DaSilva BS, OTR/L, CCM LovingAge (954) 256-8088 lovingage.net AVP Clover Dixon RN Care Central Home Health Services, Corp (954) 709-8179 PRO Sarah Elmasian MS, NCG Private Guardian, Inc. (772) 334-3000 privateguardian.net PRO Dawn Epstein BS, MACP Alzheimer’s Care Resource Center (561) 703-7143 alzheimerscareresourcecenter.org PRO Harriet Franco-Weiner BA (954) 474-3364 PRO Kathleen Franzone BSN, RN, CMC Atlas Care Management (954) 801-7735 atlascaremanagement.com AVP Jenni Frumer MSW,MS.Ed,LCSW,LMHC Alpert Jewish Family & Children’s Service of Palm Beaches, Inc. (561) 684-1991 ASC Janice Frydman BSN, RN, CMC SeniorBridge (561) 338-9399 seniorbridge.com/SeniorBridge-Private-PayServices/Services AVP Linda Gaibel MSW, LCSW, CMC Senior Care Consultants (561) 445-2732 AVP Jayne Gassman PHD, CMC Care Management of the Palm Beaches, Inc. (561) 336-4544 caremanagementofthepalmbeaches.com AVP Shari Geller BS, MSW, CMC Senior Options, Inc. (800) 585-6720 senioroptionsfl.com AVP Michelle Goldberg Ph.D, CMC Elder Options, Inc. (954) 438-8530 AVP Laura Gray MBA, LPN, CMC LMJ Management Consulting, Inc. (772) 528-1082 lmjmanagement.org AVP Charlen Helwig RN, BS, CCM Firstat RN Care Management Services (561) 929-4131 firstathealthcare.com AVP Meredith Hirsch MSW Elder Options (954) 242-6245 ASC Sara Hornor MS (571) 389-5667 PRO Nancy Ann Joyce RN, CCM Firstat RN Care Management Services (954) 486-1990 firstathealthcare.com AVP Christina Kantrowitz MSW, CSW-G, CASWCM SeniorBridge (954) 431-0660 seniorbridge.com AVP Elizabeth Katz MS, CMC, CSA TurningPointe Senior Services, LLC (561) 775-3130 turningpointeservices.com AVP Linda Katz RN, CMC Senior Care Consultants (561) 252-0706 AVP Harvey Kaufman MSW, ACSW Gerico-Geriatric Care Management (561) 329-7526 PRO Julie Knoess BSW Elder Resources Unlimited, Inc. (561) 753-3839 PRO Cindy Kramer BA, RG Elder Solutions, Inc. (954) 533-6884 PRO Mark Leibovitch MSM, CMC Senior Care Strategies (561) 852-0411 seniorcarestrategies.com AVP Robin Levine BSN, MA, RN RN Consulting Services, Inc. (954) 592-1602 rnconsultingservices.com PRO

Advanced Professional = AVP Professional = PRO Associate = ASC The Aging Life Care Association™ Florida Chapter does not endorse or recommend any commercial products, processes, or services.

www.alcaflorida.org • Florida Chapter • Aging Life Care Association

Florida Chapter

Membership Directory Name

Company

Phone

Website

Level

Southeast Region

Marlene Lieberman BS,MSW,NHA,CSA,CMC Senior Care Planning (954) 806-6035 seniorcp.com AVP Dolores LoMonaco RN, CMC Firstat RN Care Management Services (772) 299-7990 firstathealthcare.com AVP Roberta Markow RN, CMC, CCM Geriatric Care Management of the Florida Keys (305) 304-3462 keysgeriatriccaremanagement.com AVP Risa Marks MSW, CMC Elder Options, Inc. (954) 612-1829 elderoptionsinc.com AVP Connie McKenzie RN, CMC Firstat RN Care Management Services (954) 486-1990 firstathealthcare.com AVP Kim Miller BSN, MSN, CMC SeniorBridge (954) 423-2217 seniorbridge.com AVP Debra Miller BS, CMC Counselcare for Elders, Ltd. (847) 845-7112 eldercare-help.com AVP Debra Moler RN, BSN, CMC Firstat RN Care Management Services (954) 486-1990 firstatrncare.com AVP Kevin Moore BA, CMC Firstat RN Care Management (954) 486-1990 firstatrncare.com AVP Lisa Murphy LPN Atlas Care Management (844) 226-1537 atlascaremanagement.com ASC Elizabeth Nanni OTR/L Integrated Care Management (786) 581-9837 integratedcaremgt.com PRO Louise Newbery RN, C AssureCARE Management Services, Inc. (561) 998-4144 PRO Cheryl Parker BSN, RN, CMC Firstat RN Care Management Services (954) 486-1990 firstathealthcare.com AVP Karen Parparian MS,CRC,CCM,CVE,CMDS Lighthouse of Broward (954) 463-4217 lhob.org AVP Diane Saketkhou BS, CCM, RPH United Eldercare Services (561) 989-0611 bocahomecareservices.com ASC Pamela Salomone-Martin RN, CMC Critical Care Management, LLC (561) 767-0143 rncaremanage.com AVP Bobbie Schwaninger ARNP, CMC Geriatric Care Associates (561) 239-5008 gcareassociates.com AVP Amy Seigel BSN, RN, CCM, CRRN Advocare Elder Care Management (561) 266-3489 caremanage.com AVP Jean Sibery RN, NG, CMC Preferred Lifestyle Services (561) 277-9544 preferredlifestyleservices.com AVP Stephanie Swerdlow LCSW, CMC Elder Options, Inc. (954) 981-2341 elderoptionsinc.com AVP Arlene Teichberg MSW, PHD, ACSW, CASW Senior Connections (561) 499-3312 Judith Uzzi LCSW, CMC MorseLife/ Just Checking (561) 209-6174 morselife.org AVP Maribel Valmocina MSN, ARNP, CDE Marina’s Home Health Agency & Company (305) 947-6855 PRO Seng Vasquez RN Atlas Care Management, LLC (844) 226-1537 atlascaremanagement.com ASC Linda Waidelich MSN, RN, CMC, CLNC Linda Waidelich, Inc. (954) 629-7918 mynursingservices.com AVP Patricia Waldron RN, CCM Active Healthcare Solutions, LLC (561) 302-6496 activehealthcaresolutionsllc.com PRO Jennifer Weems MS Alpert Jewish Family & Children’s Services (561) 238-0237 www.jfcsonline.com PRO Maxine Wolgin BA, CMC Alpert Jewish Family Service (561) 684-1991 AVP Lydia Zaccaro RN Horizon Care Services (561) 776-7757 horizoncareservices.com PRO Sheryl Zoldan LMSW Senior Options, Inc. (561) 372-8026 senioroptionsfl.com PRO Southwest Region

Cynthia Auskamp BSN, CMC Lee Memorial Health System (239) 225-7700 leememorial.org AVP Christina Austin BSW, LSW, MA, CSWCM Senior Care Choices of Lee Memorial Health System (612) 396-5473 leememorial.org/homehealth/hhchoices.asp AVP Wendy Boaz-Hayes AS, RN, CMC SWFL Geriatric Care Management, LLC (239) 450-1490 swflgeriatriccaremanagement.com AVP Jeannie Coleman BA, CMC (239) 209-0593 AVP

Advanced Professional = AVP

Professional = PRO

Associate = ASC

The Aging Life Care Association™ Florida Chapter does not endorse or recommend any commercial products, processes, or services.

Aging Life Care Association • Florida Chapter • www.alcaflorida.org

Florida Chapter

Membership Directory Name

Company

Phone

Website

Level

Tampa Bay Region

Linda Cramer BS, MPAHA, CMC MyCareManager (239) 603-9068 mycaremanagernaples.com AVP Stephen Ferrante MD A Beautiful Life Care Management (239) 272-5092 ASC Juanita Hahn RN, BS, MPA, CCM Senior Care Family Services (239) 287-9201 seniorcarefamilyservicesinc.com AVP Karen Jellerson MSW,LCSW,CASWCM,CSWG Aging Interventions, LLC (941) 249-1629 agingswfl.com AVP Janet Kunz BS, RN, CSA, CMC Focus On Senior Care, LLC (239) 287-5906 focusonseniorcare.com AVP Donna Levy BSN, MS, RN Avow Concierge Care Management (239) 261-4404 PRO Dawn Moore RN, CMC Senior Care Choices Geriatric Care Management Lee Memorial Health Systems (239) 340-4676 AVP Emily Reese MA, CMC (239) 994-4354 Barbara King Ringgold BSN, RN, CMC SeniorCare Family Services, Inc. (239) 287-9201 seniorcarefamily.com AVP Anita Robberson RN Able Healthcare Services (239) 437-2434 ablehealthcareservices.com PRO Jewelyn Sims RN, MSN, MBA, CCM Sunshine Aging Care Solutions (239) 472-3300 Sunshineaging.com AVP Jill Summerscales BS MyCareManager (239) 285-3313 mycaremanagernaples.com PRO Jane Thomas BSED, MSN, RN, CMC SeniorBridge (239) 584-5004 seniorbridge.com AVP Jeanne Ann Wendland RN, CMC MyCareManager (239) 537-8585 mycaremanagernaples.com AVP Tampa Bay Region

Deborah Angelo BSN, MPH, RN, CCM Deena Balogh BS, CMC Barbara Barden BSN, MSN, RN Liz Barlowe MA, CMC Ellen Buckley CMC Arthur Camp MS Sue Chaffman MA, CRC, CCM Linda Chamberlain BA, JD, CMC DeeWynn Cox MA, CMC Joanna Davis BA, CMC Donna Diotalevi RN, CCM, CRRN Carole Edwards BA, MS, CMC Kelli Jeanne Edwards BA, MA, CMC Heidi Lynnette Elpers BSW, CMC Genevieve Faulk MSW,LCSW,CASWCM, CMC Melanie Fernandez MA, CMC Laura Freed AAS,BS, RN, CTRS,CCM Mary George MA, CMC Lynn Henderson RN, BSN, CMC Cindy Hillman LPN

AgeWell, Inc. of the Gulf Coast (888) 387-8380 agewellinc.com AVP Silver Wings Care Management (727) 236-8527 silverwingscaremanagement.com AVP Donna Diotalevi & Associates, Inc. (813) 654-4499 eldercaremanagementoftampabay.com PRO Barlowe & Associates (727) 392-0825 BarloweAndAssoc.com AVP Care Management Service Professionals, LLC (813) 615-1110 AVP Barlowe and Associates (727) 392-0825 barloweandassoc.com PRO West Florida Care Management (727) 595-8825 west-fl-care-manager.com AVP Aging Wisely, LLC (727) 447-5845 agingwisely.com AVP Care Management Service Professionals, LLC (813) 615-1110 AVP Chart Your Own Course, Ltd. Co (727) 842-3344 resource4seniors.com AVP Donna Diotalevi & Associates, Inc. (813) 654-4499 ElderCareManagementofTampaBay.com AVP Aging Wisely (727) 447-5845 www.agingwisely.com AVP Chart Your Own Course, Ltd. Co. (727) 842-3344 resource4seniors.com AVP Chart Your Own Course, Ltd. Co. (727) 842-3344 resource4seniors.com AVP Aging Care Advocates Inc. (813) 246-4120 agingcareadvocates.com AVP Chart Your Own Cource with Care Resources (727) 842-3344 resource4seniors.com AVP Wishes 4 Wellness Care Management (727) 365-0942 wishes4wellness.com AVP STR, LLC AVP Donna Diotalevi & Associates, Inc. (813) 927-6116 eldercaremanagementoftampabay.com AVP Barlowe & Associates (727) 392-0825 barloweandassoc.com ASC

Advanced Professional = AVP

Professional = PRO

Associate = ASC

Florida Chapter

Membership Directory Name

Company

Phone

Website

Level

West Coast Region

Doris Hogan (813) 486-0554 Teresa Jackson BS, MAG, CMC Aging Care Advocates, Inc (727) 286-3220 agingcareadvocates.com AVP Mary Lasseter BA, BS, MBA, CCM Donna Diotalevi & Associates, Inc. (813) 654-4499 ElderCareManagementofTampaBay.com AVP Susan Lewis BA, CMC Aging Wisely, LLC (727) 447-5845 agingwisely.com AVP Karla Lindeen BS, MBA St. Mark Village (727) 698-7440 stmarkvillage.org PRO Adam Mullikin BS-OT, CMC Aging Wisely (727) 204-9442 agingwisely.com AVP Barbara Riley-Baker BA, MA, CMC, CPG,CDP Senior Care Consulting-Tampa Bay, Inc. (727) 736-8231 seniorcareconsulting.net AVP Marci Sadorf RN, CMC The Palms of Largo (727) 288-7630 thepalmsoflargo.com AVP Malissa Saveski BSW (586) 292-1221 PRO Julie Scott BS, CMC, CCM Aging Wisely, LLC (727) 447-5845 agingwisely.com AVP Lory Smeltzer BA, MPH, CMC, CDP Advanced Senior Solutions, Inc. (727) 443-2273 advsrs.com AVP Cristina Spiegel (813) 957-8108 Mary Womble BSW, CMC Chart Your Own Course, Ltd. Co. (727) 842-3344 resource4seniors.com AVP West Coast Region

Vicki Alkire NMG, CMC, CPHQ Viable Alternatives, Inc. (941) 921-1962 viablealternativesinc.com AVP Nancy Bobbitt BS, PT, CMC Senior Healthcare Management (941) 284-2755 AVP Dorthy Burns RN, BSN, MSN, CCM SeniorBridge (321) 728-9530 seniorbridge.com AVP Kristen Cole RN, BSN, CMC Advocare Senior Care (941) 780-4338 AVP Isabelle DeRoy RN, LHRM, MA CareNation (941) 961-0585 carenationlbk.com PRO Denise Drabik MSW, LSW, CASWCM Senior Crossroads of Florida, Inc. (941) 921-0776 SeniorCrossroadsFL.com AVP Rhoda Goldberg BA, CMC, OT We Care Elder Services, Inc. (941) 360-9393 wecarelderservices.com AVP Andre Hall BA, CMC Goldenbrook Consulting (850) 380-0459 goldenbrook.org AVP Gail Inglis RN, CMC Custom Care Management (941) 497-2735 customcaremanagement.vpweb.com AVP Lesli Kelsey RN, BSN, CCM, CRRN Medical Links, LLC (941) 484-8666 medicalLinksite.com AVP Pamela Lasko MSW Jewish Family & Children’s Service (941) 366-2224 www.jfcs-cares.org PRO Barbara Levison MA, MSW, CMC Proeger & Associates (941) 351-3640 proegerassociates.com AVP Lorraine Livingston MSN, RN Proeger & Associates, Inc. (941) 351-3640 proegerassociates.com PRO Jayne Mayers MA Elite Aging (941) 228-7895 innovativeagingsolutions.com PRO Nancy Menard BSN, RN, CCM Commonwells Case Management (908) 531-7091 AVP Pamela Overton RN Pamela Overton and Associates, Compassionate Care Management (941) 928-1036 PRO Cynthia Palmieri BA, CMC CPA Secure Aging (941) 761-9338 cpasecureaging.net AVP Charlene Proeger PHD, LMFT, CMC Proeger & Associates (941) 351-3640 proegerassociates.com AVP Aileen Ruess Caregivers Assist (850) 533-5353 Suzanne Wernicke RN, BC, CCM GPS Care Management (941) 955-0304 gwcasemanagers.com AVP Mindy Zelitt BSW, MA, CMC Proeger & Associates, Inc. (941) 351-3640 proegerassociates.com AVP

Advanced Professional = AVP

Professional = PRO

Associate = ASC

The Aging Life Care Association™ Florida Chapter does not endorse or recommend any commercial products, processes, or services.

Aging Life Care Association • Florida Chapter • www.alcaflorida.org

Florida Chapter

Membership Directory Out of State Name Company

Phone

Website

Level

Pennsylvania Beth Barrett BS, RN Health Care Bridges, LLC (603) 252-2520 Rosinell Craig M. Education My Cielo Blue (501) 223-5280 mycieloblue.com Pam Feinberg-Rivkin RN, BSN, CCM, CRRN Feinberg Consulting (877) 538-5425 feinbergconsulting.com Brandy Gregg AA, BS, CMC Senior Care Solutions Online (352) 219-4070 seniorcaresolutionsonline.com

PRO AVP AVP

The expertise of Aging Life Care Managers can be summarized into 8 knowledge areas. They include: Health and Disability - Aging Life Care Managers attend doctor appointments and facilitate communication. These professionals help determine types of services – including home health and hospice – that are right for a client and assist in engaging and monitoring those services. Financial - Services may include reviewing or overseeing bill paying or consulting with a client’s accountant or Power of Attorney. Housing - Aging Life Care Managers help families and clients evaluate and select the appropriate level of housing or residential options. Families - Aging Life Care Managers help families adjust, cope and problem-solve issues surrounding long-distance and in-home caregiving. Local Resources - Aging Life Care Managers know the local resources in their communities like the back of their hands and know how services are accessed. Advocacy - Aging Life Care Managers are strong and effective advocates for clients and their families, promoting the client’s wishes with health care and other providers, ensuring that client’s needs are being adequately addressed. Legal - Aging Life Care Managers refer to legal experts, like elder law attorneys, estate planners, and Powers of Attorney. Crisis Intervention - Aging Life Care Managers offer crisis intervention when it is needed. For families that live at a distance, this can be a muchneeded 24/7 emergency contact. Thank you to the Aging Life Care Association™ for permission to share this information. You may learn more about Aging Life Care™ at aginglifecare.org.

Advanced Professional = AVP

Professional = PRO

Associate = ASC

Florida Chapter

How Care Managers and Elder Law Attorneys Work Together Partnering our way through happily ever afters and the occasional horror story

by Buckley Fricker, J.D., CMC

Elder Law attorneys focus much of their time on drafting documents to ensure for quality of life through Advance Directives. They also make sure the financial picture is handled according to the client’s needs. From revocable or irrevocable trusts to Power of Attorney documents (POAs) to naming joint or successor agents, Elder Law attorneys can handle all the legal needs of seniors and their families. Some Elder Law attorneys also act as a variety of agent-types, just like family members of clients. They can serve as Guardians Conservators, POAs, and Trustees (hereafter simply known as “agents”). Sometimes the client’s family members are available to serve as agents, and do a great job. There are plenty of happily ever afters out there. Other times, though, there are no suitable family members available, either because there actually are none, or because they aren’t “suitable.” “Un-suitable” can result in a wide variety of scenarios, some of which are sadly comparable to either dark comedies or horror stories. Enter the Aging Life Care Manager also known as Care Managers or Geriatric Care Managers (GCMs). Aging Life Care Managers are professional guides and advocates for families who are caring for older relatives or disabled adults. On the national level, these professionals are represented by the Aging Life Care Association. Elder Law Attorneys Hiring Care Managers One common joint effort between Care Managers and Elder Law attorneys 14

occurs when the Elder Law attorney is the agent for an individual client. The attorney agent hires and directs the Care Manager to assess the client and come up with a care plan. Once the attorney approves the care plan, he or she hands the Care Manager the power of implementation. The Care Manager sets off on their gallant horse to ensure the best possible care for the client over sometimes quite treacherous terrain. Care Managers are often called upon to mediate family feuds, locate the best placement or secure home care for a client. They also make sure that care plans continue to be the best fit over time, as well as change course when needed. They make and attend appointments and procedures. Finally, they are the advocates in all sorts of circumstances: medical, entitlement benefits, social and emotional wellbeing and more. Planning Ahead for Care Management Needs A growing trend is for people who are having Estate Planning and Advance Directives drafted by an attorney to include language in anticipation of needing a Care Manager in the event of incapacity. For instance, a Care Manager may be needed if there is an illness or disability that leaves an individual unable to manage his or her own care. Many people realize that their “agent-family-memberin-charge:” a) likely has a job and a family of their own, and b) doesn’t happen to be an expert on elder care. Planning for the inclusion of a Care Manager’s assistance, if needed in the future, can be accomplished through elder law documents. Some documents can

Aging Life Care Association • Florida Chapter • www.alcaflorida.org

Photo Credit: Buckley’s for Seniors

“direct” the agent to hire a Care Manager (meaning the agent pretty much has to hire one), and some documents state the agent “may” hire one. This distinction can have to do, for example, with whether the document is a POA, with “may/ suggest” type language, or a Trust, with “may, direct, or shall type language.” The estate planning client who may be interested in including Care Management planning should discuss reasons for differences in wording with their attorney. Scenarios where such a discussion may be necessary could include: the Client’s level of confidence in the agent (will they really do what I want them to?), or the client’s confidence in the future care budget (will my funds support making my agent hire a Care Manager, or should I just suggest it)? The Client-Centric Approach Whether through planning documents to arm the client with tools like Care Management Experts, or by hiring one themselves in their capacity as an agent, Elder Law attorneys can literally save the day. The Aging Life Care Association has a cavalry of Care Managers ready to make that happen. Thank you to the Aging Life Care Association™ for permission to share this information. You may learn more about Aging Life Care™ at aginglifecare.org.

Florida Chapter

Name

Company

Phone

Website

CELA

(713) 660-9595 (713) 660-9595 (713) 660-9595 (713) 660-9595

molly@wrightabshire.com molly@wrightabshire.com molly@wrightabshire.com molly@wrightabshire.com

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Texas

Molly Abshire, CELA Molly Abshire, CELA Molly Abshire, CELA Molly Abshire, CELA

Wright Abshire, Attorneys Wright Abshire, Attorneys Fayette County Office Wright Abshire Attorneys Wright Abshire, Attorneys The Woodlands Office

Chapter President, National Academy of Elder Law Attorneys; Past Chair, Elder Law Section of the Maryland State Bar Association; State Advisory Council on Quality Care at the End of Life. Scope of Work: Medicaid Planning · Elder Care Issues · Wills & Trusts · Guardianship · Powers of Attorney · Advance Directives · Probate Stephanie Allala Sandra Ard Michele Audet Carol Bailey Edwin Baker Richard Barron Henry Bauman, CELA G. Beaudry

Stephanie Townsend Allala, PLLC Ard Law Firm, PLLC Law Office of Michele Audet, PC Law Offices of Carol Bailey Baker & Baker, PC Attorney at Law Brown, Bauman & Smith, PC Winn, Beaudry & Winn

(915) 533-0007 stephanie@elpasoelderlaw.com (713) 429-0218 sandy@ardlawfirm.com (817) 292-2000 micheleaudet@sbcglobal.net (361) 814-9200 carol@carolbaileylaw.com (361) 985-2226 edwinbaker@bakerselderlaw.com (903) 564-3663 rbarron@texaselderlawattorney.com (903) 597-6333 chuckb@brownbaumansmith.com (214) 969-0001 gwb@winnbeaudrylaw.com

Our Elder Law Attorneys, Social Workers and Nurse help families plan for, pay for and secure quality care while preserving your assets. Offices located in Arlington, VA, Bethesda, MD & Washington, DC. Call Today for a Complimentary Consultation! Richard Behlmann Lynn Bencowitz Joshua Benn Monica Benson, CELA Kelley Bentley, CELA Carol Bertsch, CELA Robert Bond Janet Boyanton Dick Brown Susan Bulgawicz John Burns Elizabeth Camp Dan Campbell Shannon Cavers Cara Chase

Behlmann Law Firm, LP (281) 398-0088 rbehlmann@behlmannlaw.com Attorney at Law (409) 835-3456 lynnbencowitz@gmail.com The Benn Law Group (979) 393-0345 josh@mySouth Central Chapterlawyer.net Katten & Benson (817) 263-5190 mbenson@kattenbenson.com n Roberts Markel Weinburg Butler Hailey, PC 281-207-7697 kbentley@rmwbhlaw.com n Law Offices of Carol Bertsch (210) 892-4555 cbertsch@assistingseniors.com n Bond Law Firm (281) 448-4100 bond44@flash.net Attorney at Law (972) 298-6111 jboyanton@swbell.net Brown & Lacallade, P.C. (512) 330-9802 DickBrown@Lawyer.com Bulgawicz Law Firm (713) 429-1388 susan@bulgawiczlaw.com Law Offices of John Burns, PLLC (512) 615-1244 John@johnburnslegal.com Ard Law Firm, PLLC (713) 429-0218 elizabeth@ardlawfirm.com Brooks & Campbell (940) 696-5015 cdancampbell1@aol.com Rigby, Rigby & Cavers (713) 600-4700 Cavers@rigbylaw.com Naman, Howell, Smith & Lee, PLLC (254) 755-4100 x4323 chase@namanhowell.com

www.alcaflorida.org • Florida Chapter • Aging Life Care Association

Florida Chapter

Name

Company

Phone

Website

CELA

TEXAS

Laura Chavero Charles Churchwell Martin Cirkiel Henry Claeys Michael Cohen Jennifer Coulter Marilyn Coyne Justin Crain John Dantche Randy Drewett, CELA Steven Early Joy Eckelkamp, CELA Mark Ensign Julie Ezell-Perez Brian Fant H. Clyde Farrell, CELA Liza Farrow-Gillespie Jeannine Flynn Thomas Ford Cathy Fowlkes Lee Franks Robert Freedman Brian Frink

Leu & Peirce, PLLC Churchwell & Merlo, PLLC Cirkiel and Associates, PC Henry F. Claeys II, PC Michael B. Cohen & Associates Townsend Allala & Associates Attorney at Law Rabalais Law John Dantche, Attorney At Law Law Offices of Randy Drewett, PC Attorney at Law Wright Abshire, Attorneys Ensign Law Firm. PC Ezell & Ezell, PLLC Law Offices of Brian H. Fant PC Farrell & Pak, PLLC Farrow-Gillespie & Heath LLP Law Office of Jeannine C. Flynn Law Firm of Thomas A. Ford, Jr. Fowlkes Hall, PC Franks & Pleasant, LLP Mulder & Freedman, P.C. Moore & Frink, PLLC

(972) 996-2540 lchavero@leulawfirm.com 214-619-1276 cscjrlaw@gmail.com (512) 244-6658 marty@cirkiellaw.com (800) 204-4656 x1 hfc@hfclaeys.com (214) 720-0102 mike@dallaselderlawyer.com (915) 533-0007 jen@elpasoelderlaw.com (936) 321-8835 mcoyne@consolidated.net (972) 560-6288 justin.crain@gmail.com (936) 539-0023 jdantche@earthlink.net (409) 833-4000 randy.drewett@gmail.com (817) 605-8880 steve@lawyerearly.com (713) 660-9595 joy@wrightabshire.com (806) 373-7705 meoffice@arn.net (956) 425-2000 julie@ezell-legal.com (214) 220-3268 brian.fant@brianfantlaw.com (512) 323-2977 cfarrell@txelderlaw.com (214) 361-5600 liza@fghlaw.net (713) 521-3303 jeannineflynn@aol.com (972) 618-3900 tom@fordandwatts.com (325) 437-4365 cfowlkes@fowlkeslaw.com (806) 368-8805 lee@fplawteam.com (713) 721-5657 Rmfreedman@mulderfreedman.com (903) 876-5086 brian@moorefrinklaw.com

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Maryland Law Firm • Estate Planning • Estate Administration Probate • Elder Law • Estate planning documents • Avoid impoverishment from nursing home costs • Long Term Care Planning • Medicaid Applications • Preserve assets and obtain Long Term Care • Plan to avoid guardianship • Wills • Trusts • Power of Attorney • Medical Advance Directive • Living Will • Many locations throughout Maryland with conference rooms for meeting. Terry Garrett Amanda George Holly Gilman Michele Goldberg Michael Graham Kerri Graham Andrea Gray Tina Green, CELA

The Garrett Law Firm, PLLC Wright Abshire Attorneys, P.C. Gilman & Associates, P.C. Law Office of Michele K. Goldberg The Graham Law Firm Graham & Theander, PLLC Nathan Ziegler and Associates Capshaw Green, PLLC

Aging Life Care Association • Florida Chapter • www.alcaflorida.org

(512) 800-2420 garrettlawfirm@sbcglobal.net (713) 660-9595 amanda@wrightabshire.com (512) 469-9450 holly@hgilmanlegal.com (713) 218-8800 lawmkg@sbcglobal.net (214) 599-7000 mgraham@thegrahamlawfirm.com (281) 940-3000 kerri@gtkatylaw.com (806) 765-8801 a.gray@westSouth Central Chapterlaw.com (903) 223-9544 tgreen@capshawgreen.com n

Florida Chapter

Name

Company

Phone

Website

CELA

Texas

Jacob Hale John Hale Virginia Hammerle Shekinah Hammonds Glenn Handley

The Hale Law Firm PC The Hale Law Firm, P.C. Hammerle Finley Law Firm Law Office of K.T. Whitehead The Handley Law Office PLLC

(214) 446-5080 jacob@thehalelawfirm.com (214) 446-5080 johale@thehalelawfirm.com (972) 436-9300 vnh@hammerle.com (210) 930-4300 None (281) 703-3616 HandleyLawOffice@yahoo.com

John Laster is licensed in Virginia, Maryland and DC. He focuses on estate planning and administration, as well as special needs concerns. He is a founding member of NAELA. John serves on the board of CLA, an organization serving the needs of persons with intellectual disabilities; and he has taught Aging and Law at Georgetown Law School. Jason Hanna George Harris Susanne Harrold William Hayes Kimberly Hegwood Vance Hendrix Leigh Hilton Mark Hobbs Michael Holland Patrick Hubbard David Hurst Kristen Ishihara Mary Alice Jackson, Fellow Laura Jennett Marcie Johnson Richard Johnson Donald Jones Chrys Jones Jessica Jones Steven Katten Charles Kennedy Gregory Kimmel Jessica Kludt Tim Ladyman Charles Lance Stephen Lee Christina Lesher

The Bond Law Firm Harris Law PLLC Law Office of Susanne Bonilla Harrold, P.C. Hayes & Wilson, PLLC Hegwood Law Group, PLLC Vance E. Hendrix, PC Leigh Hilton, Attorney Johnson Hobbs Squires LLP The Holland Law Firm Patrick G. Hubbard, Attorney At Law David M. Hurst, P.C. Ross & Shoalmire, LLP Mary Alice Jackson, P.C. Attorney at Law Richard P. Johnson, P.C. Richard P. Johnson, PC The Jones Law Firm Chrys Jones, Attorney at Law, PLLC The Law Office of Jessica R Jones, PLLC Katten & Benson Charles Kennedy, PC Allen - Lottmann - Kimmel, PC Townsend Allala & Associates Ladyman Law Office Law Office of Charles Lance Lee & Desenberg,PLLC Attorney at Law

(281) 448-4100 jacehanna@gmail.com (817) 781-4642 info@harrisatty.com (361) 947-7002 sbonillalaw@yahoo.com (713) 880-3939 bill@hayeswilsonlaw.com (281) 218-0880 kim@hegwoodlaw.com (903) 944-7800 vancehendrixpc@gmail.com (940) 387-8800 leighahilton@gmail.com (254) 732-2242 mhobbs@jhsfirm.com (713) 522-4242 mlh@thehollandlawfirm.com (281) 358-7035 phubbard@patrickhubbardlaw.com (325) 672-6676 david@dhurstlaw.com (903) 212-7313 kristen@rossandshoalmire.com 512-499-0049 maj@majackson.com (713) 880-8105 lvjennett@comcast.net (972) 497-1010 Marcie@richardjohnsonlaw.com (972) 497-1010 richard@richardjohnsonlaw.com (214) 220-2132 djones@wandjlaw.com (817) 938-7500 chrys@chrysjoneslaw.com (713) 594-1367 jessica@jessicarjoneslaw.com (817) 263-5190 skatten@kattenbenson.com (817) 795-8843 ckennedy@birch.net (903) 534-0006 greg@allenlottmann.com (915) 533-0007 jessica@elpasoelderlaw.com (325) 676-5775 ladyman@ifsabilene.com (512) 868-2224 lanceelderlaw@verizon.net (713) 275-8450 slee@ldbusinesslaw.com (713) 529-5900 clesher@lawlesher.com

www.alcaflorida.org â&#x20AC;˘ Florida Chapter â&#x20AC;˘ Aging Life Care Association

Florida Chapter

Name

Company

Phone

Website

CELA

Texas

Lori Leu, CELA Leu & Peirce, PLLC Stephen Livens Livens Law Firm Virginia Lootens Virginia L. Lootens, PC Renee Lovelace, CELA The Lovelace Law Firm, P.C. Todd Marquardt Marquardt Law Firm, P.C. Koren Martin Pi-Yi Mayo, CELA Attorney at Law Catherine McCartney Law Office of Cathy McCartney, PLLC Mandy McCary McCary & McCary PC Shelia McCoy McCoy Law Firm Phillip McCrury Shannon, Gracey, et. al. Arthur McLain, CELA Arthur McLain PLLC John McNair, CELA Underwood Perkins, P.C. Matt Mercer McMahon Surovik Suttle, PC Andrew Middleton Michael W. Middleton, P.C. Marilyn Miller, CELA Attorney at Law Sally Mirabella Law Offices of Donald L. Wyatt, Jr., PC

(972) 996-2540 lleu@leulawfirm.com (817) 545-3425 slivens@livenslaw.com (713) 622-6606 virginia_lootens@yahoo.com (512) 858-0707 rclovelace@aol.com (210) 870-6835 todd@marquardtlawfirm.com (512) 630-0755 koren@kmartinlaw.com (281) 421-5774 pi-yimayo@pi-yimayo.com (830) 265-6350 mccartneylaw@outlook.com (830) 798-2420 mknaron@hotmail.com (903) 935-1190 Sheliamccoy@sbcglobal.net (817) 877-8142 pmccrury@shannongracey.com (832) 532-8177 lance@arthurmclain.com (972) 661-5114 jmcnair@uplawtx.com (325) 676-9183 mmercer@mcmahonlawtx.com (979) 695-2726 andrew@mwmpc.com (512) 894-0319 mgmesq2@prodigy.net (281) 419-8733 sally.mirabella@wyattpc.com

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Needham Mitnick & Pollack, PLC is a women-owned, small law firm which gives personalized attention to each case. Our lawyers have handled numerous complicated cases in the fields of elder law, estate, disability, special needs planning and Medicaid. Our services are designed to fulfill the planning needs of each person irrespective of age or physical or mental needs. Taylor Mohr Hammerle Finley Law Firm Sandra Moore-Duarte Law Office of Sandra S. Moore-Duarte R. Hal Moorman Moorman, Tate, et al. Sharma Moriarty Nathan Ziegler and Associates Robert Morris Ostrom Morris, PLLC Robert Morris Hammerle Finley Paula Mrozek Melissa Myers StoneMyers Law PLLC Natalie Myers Attorney S. Clinton Nix Bradbury & Nix Lori Noack-May Cadence Bank, N.A. Angela Odensky The Law Office of Angela Odensky, PLLC Lauren Olson Leu & Peirce, PLLC Alison Packard Packard Law Firm Bliss Pak Farrell & Pak PLLC

Aging Life Care Association â&#x20AC;˘ Florida Chapter â&#x20AC;˘ www.alcaflorida.org

(972) 436-9300 tmm@hammerle.com (915) 920-0903 smdlawfirm@aol.com (979) 836-5664 hmoorman@moormantate.com (806) 765-8801 s.moriarty@westSouth Central Chapterlaw.com (713) 863-8891 keith@ostrommorris.com (972) 436-9300 rsm@hammerle.com (832) 622-6953 mrozep@cpchem.com (512) 553-9095 melissa@stonemyers.com (214) 282-5300 natalielawpractice@gmail.com (325) 673-7317 nix@bradburylawfirm.com 713-275-3920 lori.noackmay@cadencebank.com (713) 344-0730 angela@odenskylaw.com (972) 996-2540 lolson@leulawfirm.com (210) 340-8877 alisonpackard@gmail.com (512) 323-2977 bpak@txelderlaw.com

Florida Chapter

Name

Company

Phone

Website

Level

Texas

Christopher Parvin Henry Paup Erin Peirce Christopher Peterson Janice Pickett Tony Pillow Rebecca Pitts Laura Beth Pleasant Bryn Poland Paul Premack, CELA Eric Pullen James Rainey Elisa Rainey, CELA M. Elizabeth Raxter, CELA Dianne Reis, CELA Stephen Rigsby Jack Robinson Colleen Root Marian Rosen John Ross Vivian Ross-Bennett Richard Rousseau J. Christopher Sanders Marsha Schiller-Lunde Lisa Shoalmire Patricia Sitchler, CELA Jeff Skarda Amanda Skeen L. Darlene Smith Mark Smith Neal Smith Alisa Starbird Scott Stebler Darrell Stewart Nancy Stone Stancy Stribling Sarah Sulak

Emmert & Parvin, LLP (469) 607-4503 chris@emmertparvin.com Attorney at Law (817) 737-5020 staff@pauplaw.com Leu & Peirce, PLLC (972) 996-2540 epeirce@leulawfirm.com Peterson Law Group (979) 703-7014 chris@brazoslawyers.com Law Office of Janice M. Pickett (281) 469-0499 jan@janicepickettlaw.com Ross & Shoalmire, LLP (903) 223-5653 kline@rossandshoalmire.com Drake Law, PLLC (512) 593-8177 rebecca@ldrakelaw.com Franks & Pleasant, LLP (806) 368-8805 laurabeth@fplawteam.com Law Office of Pi-Yi Mayo (281) 421-5774 bryn@pi-yimayo.com The Premack Law Office (210) 826-1122 paul@premack.com Attorney at Law (806) 355-8147 epullen@amaeelderlaw.com Rainey & Rainey Attorneys at Law, LP (254) 752-8644 raineylegal@yahoo.com Rainey & Rainey Attorneys at Law, LP (254) 752-8644 elisarainey@yahoo.com Law Office of Elizabeth Raxter, PLLC (512) 398-6996 eraxter@tx-elderlaw.com Attorney at Law (972) 381-8500 Attorney At Law (361) 576-2733 sprigsby@sbcglobal.net Law Office of Jack Robinson (972) 772-6100 jack@jackrobinson.com Law Offices of Colleen Campbell Root (281) 589-7646 lderlaw@comcast.net Marian Rosen & Associates (713) 222-6464 marian@marianrosen.com Ross & Shoalmire, LLP (903) 223-5653 john@rossandshoalmire.com Vivan E. Ross-Bennett, Attorney At Law (512) 330-4099 vrblaw@earthlink.net Criss & Rousseau Law Firm (254) 699-9999 rousseaur@aol.com Sanders & Associates, P.C. (214) 360-0500 jccs1@swbell.net Baird, Crews, Schiller & Whitaker, PC (254) 743-7330 marshaschiller@bcswlaw.com Ross & Shoalmire, LLP (903) 223-5653 lisa@rossandshoalmire.com Law Office of Patricia Flora Sitchler (210) 816-1761 patricia.sitchler@gmail.com Attorney at Law (713) 223-5301 jskarda@airmail.net Skeen Law (210) 273-0275 amandamarie.sg@gmail.com Crain, Caton & James (713) 752-8640 dsmith@craincaton.com Heard & Smith, LLP (210) 904-3200 atysmith@heardandsmith.com Brown, Bauman & Smith, A Professional Corporation (903) 597-6333 neals@brownbaumansmith.com Alisa Terrell Starbird, P.C. (254) 965-5800 alisa@starbirdlaw.com Stebler & Sulak, PLLC (512) 368-9323 scott@steblersulak.com Law Office of Darrell G. Stewart, PLLC (210) 826-3063 dgs@lodgs.com Attorney at Law (713) 434-6310 nstone@eldercarelawyer.org Hobson, Stribling & Carson (915) 351-9886 sstribling@hscllp.com Stebler & Sulak, PLLC (512) 368-9323 sarah@steblersulak.com

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www.alcaflorida.org â&#x20AC;˘ Florida Chapter â&#x20AC;˘ Aging Life Care Association

Florida Chapter

Name

Company

Phone

Website

Level

Texas

Emily Taylor Christy Theander Gaye Thompson Alicia Thompson Stephen Turkett John Vermillion David Voeller James Voeller Craig Watson, CELA W. Albert Weatherly Rick Weaver, CELA Tresi Weeks Judi Wells K.T. Whitehead, CELA, Fellow Lisa Wilson Chris Wright Paul Wright Wesley Wright, CELA Wesley Wright, CELA Wesley Wright, CELA Wesley Wright, CELA Donald Wyatt Wendy Yates Stacy Yates O. Henry (Mike) Young Dana Zachry Nathan Ziegler

Wright, Abshire, Attorneys, PC (713) 660-9595 etaylor@wrightabshire.com Graham & Theander, PLLC (281) 940-3000 christy@gtkatylaw.com Thompson & Tiemann, LLP (512) 335-6800 gthompson@elderlawlink.com The Mahon Firm, PC (817) 251-9228 athompson@mahonfirm.com Turkett Law Offices (817) 769-2750 steve.turkett@turkettlaw.com The Vermillion Law Firm, LLC (972) 386-4560 info@vermillionlawfirm.com The Voeller Law Firm (210) 651-3851 dvoeller@voellerlaw.com The Voeller Law Firm (210) 651-3851 jvoeller@voellerlaw.com Craig W. Watson, Attorney at Law (903) 813-8500 craigwatson@cableone.net n Attorney At Law, PLLC 936-564-5142 aweatherly@sbcglobal.net Shannon Gracey (817) 638-9016 rweaver@shannongracey.com n The Weeks Law Firm, PLLC (214) 269-4290 attorney@weekslawfirm.com Skelton Slusher Barnhill Watkins Wells, PLLC (936) 559-7960 jwells@skeltonslusher.com Attorney at Law (210) 930-4300 n Hayes & Wilson, PLLC (713) 880-3939 lisa@hayeswilsonlaw.com Welch & Wright, PLLC (806) 372-3100 chris@welchlaw.net Wright Law Firm, LLP (214) 780-9696 paul@thewrightlawyers.com Wright Abshire, Attorneys (713) 660-9595 wes@wrightabshire.com n Wright Abshire, Attorneys Fayette County Office (979) 278-4095 wes@wrightabshire.com n Wright Abshire Attorneys (713) 660-9595 wes@wrightabshire.com n Wright Abshire, Attorneys The Woodlands Office (936) 273-2773 wes@wrightabshire.com n Donald L. Wyatt, Jr. PC (281) 419-8733 don.wyatt@wyattpc.com Moorman Tate Haley Upchurch & Yates, L.L.P. (979) 836-5664 x5624 yates@moormantate.com Coats | Rose (713) 653-7379 syates@coatsrose.com O. Henry (Mike) Young, PC (325) 672-5100 jeannie@mikeyounglawfirm.com Katten & Benson (817) 263-5190 dzachry@kattenbenson.com Nathan Ziegler & Associates (806) 765-8801 n.ziegler@westSouth Central Chapterlaw.com

Aging Life Care Association • Florida Chapter • www.alcaflorida.org