Professional Fiduciary Council of Florida upcoming events

July 2026 Fiduciary Friday - The Fundamentals of Special Needs Trusts (Friday, July 24, 2026)

Fri, 24 Jul 2026 13:00:00 GMT

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:

The basics of Supplemental Security Income (SSI) qualification and continued eligibility requirements;
Drafting requirements for effective special needs trusts, including first-party, third-party, and pooled trusts; and
Practical tools and best practices for fiduciaries managing special needs trusts.

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.

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Friday - July 24, 2026

9:00 a.m. - 10:00 a.m. - VIRTUAL

$50.00 - Non-Members

FREE - Members
(Click HERE for more information on Membership)

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Applied for CEU, CLE, CTFA AND PARALEGAL CREDIT!!!

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About Jim Wolverton, J.D.

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.

ME Meeting - Member Engagement (Thursday, August 13, 2026)

Thu, 13 Aug 2026 20:00:00 GMT

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.

August 2026 Fiduciary Friday - Understanding HIPAA for Fiduciaries (Friday, August 21, 2026)

Fri, 21 Aug 2026 13:00:00 GMT

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:

Does a legal document or statute authorize the fiduciary and does HIPAA require the provider to recognize that authority?
What access does a fiduciary have to protected health information pursuant to HIPPA?
How does a fiduciary resolve a denial to protected health information?

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Friday - August 21, 2026

9:00 a.m. - 10:00 a.m. - VIRTUAL

$50.00 - Non-Members

FREE - Members
(Click HERE for more information on Membership)

*************************************

Applied for CEU, CLE, CTFA AND PARALEGAL CREDIT!!!

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About Alexandra V. Rieman

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.

ME Meeting - Member Engagement (Thursday, September 10, 2026)

Thu, 10 Sep 2026 20:00:00 GMT

The ME - 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.

September 2026 Fiduciary Friday - The Tricky and Complicated FINAL Administration and Distribution of a Trust (Friday, September 25, 2026)

Fri, 25 Sep 2026 13:00:00 GMT

ME Meeting - Member Engagement (Thursday, October 08, 2026)

Thu, 08 Oct 2026 20:00:00 GMT

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.

October 2026 Fiduciary Friday - Fiduciary Accountings (Friday, October 23, 2026)

Fri, 23 Oct 2026 13:00:00 GMT

ME Meeting - Member Engagement (Thursday, November 12, 2026)

Thu, 12 Nov 2026 21:00:00 GMT

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.

November 2026 Fiduciary Friday - Smooth Hospital Admissions and Discharges (Friday, November 20, 2026)

Fri, 20 Nov 2026 14:00:00 GMT

ME Meeting - Member Engagement (Thursday, December 10, 2026)

Thu, 10 Dec 2026 21:00:00 GMT

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.

Professional Fiduciary Council of Florida upcoming events

July 2026 Fiduciary Friday - The Fundamentals of Special Needs Trusts (Friday, July 24, 2026)

*************************************

Friday - July 24, 2026

9:00 a.m. - 10:00 a.m. - VIRTUAL

$50.00 - Non-Members

FREE - Members (Click HERE for more information on Membership)

*************************************

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About Jim Wolverton, J.D.

ME Meeting - Member Engagement (Thursday, August 13, 2026)

August 2026 Fiduciary Friday - Understanding HIPAA for Fiduciaries (Friday, August 21, 2026)

*************************************

Friday - August 21, 2026

9:00 a.m. - 10:00 a.m. - VIRTUAL

$50.00 - Non-Members

FREE - Members (Click HERE for more information on Membership)

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About Alexandra V. Rieman

ME Meeting - Member Engagement (Thursday, September 10, 2026)

September 2026 Fiduciary Friday - The Tricky and Complicated FINAL Administration and Distribution of a Trust (Friday, September 25, 2026)

ME Meeting - Member Engagement (Thursday, October 08, 2026)

October 2026 Fiduciary Friday - Fiduciary Accountings (Friday, October 23, 2026)

ME Meeting - Member Engagement (Thursday, November 12, 2026)

November 2026 Fiduciary Friday - Smooth Hospital Admissions and Discharges (Friday, November 20, 2026)

ME Meeting - Member Engagement (Thursday, December 10, 2026)

FREE - Members
(Click HERE for more information on Membership)

FREE - Members
(Click HERE for more information on Membership)