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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 Financial Planning Resources How to Financial Advisors and Care Managers Work Together.............. xx How to select a Financial Advisors.......................................................... xx Financial Advisor Listings........................................................................ xx

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

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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.

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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 decision-making 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.

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

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Florida Chapter

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.

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

Florida Chapter

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

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Florida Chapter

Aging Life Care Association™ (ALCA) Membership Levels

6

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

elderadv.com

PRO

Central Region

Patrice Antony BS, PT, GCS

Elder Advocates, Inc.

(407) 898-9080

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

RR Care Management, LLC

(407) 602-8177

rrcaremanagement.com

PRO

Kizzy Caldwell LMSW

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

seniorbridge.com

AVP

Cameron Group Aging Life Care Services (888) 896-2010

thecamerongroup.us

AVP

Cameron Group Care Management Services (407) 896-2010

thecamerongroup.us

AVP

allaboutagingllc.com

PRO

Dawn Cerra-Kitt BSW, MS, CMC Valerie Chessman RN, CCM Gail Cole MSW

(407) 623-3454

All About Aging, LLC

Gwynne DuBose BA, NCG, CMC

DuBose Care Management, LLC

Catherine Dunlap MSW

The Cameron Group

(920) 246-4917

(407) 247-6146

AVP

(407) 896-2010

PRO

thecamerongroup.us

Jan Ellis RN, CDMS, CCM

J. Ellis and Associates

(407) 247-6539

AVP

Rebecca Fierle BA

Geriatric Management

(407) 895-0504

RebeccaFierle.com

PRO

Gloria Gluskin MSW, LCSW, CMC

FHL Care Management

(407) 415-8682

FHLCaremanagement.com

AVP

GeriOptions

(646) 251-1790

gerioptions.com

AVP

Linda Goldsmith LCSW, CSW-R, C-ASWCM

Atlas Aging Life Care Management

(954) 334-5821

atlascaremanagement.com.

AVP

Barbara Herrington MA, CMC

Doris Haas RN, CCM, CMC

All About Aging, LLC

(863) 557-7604

allaboutagingllc.com

AVP

Sharmalee Jones MSG, MPA, CMC

All About Aging, LLC

(863) 866-1130

AVP

American Geriatric Care Group

(386) 248-1919

AVP

Cheryl Jordan MS, RN, CMC

(321) 253-6330

oneseniorplace.com

AVP

Carolyn La Londe MSW, CMC

Beth Kramer RN, CMC

Cameron Group Aging Life Care Services (407) 896-2010

One Senior Place Care Management

thecamerongroup.us

AVP

Gwen Ledene BSN

Compassionate Management Care, Inc.

(321) 427-9067

www.indequest.com

PRO

Aging Wisely, LLC

(727) 447-5845

agingwisely.com

AVP

Juliet Lewis MA, CMC, CCM Paula Liu RN

Paula R. Liu, RN, Care Manager Patient Advocate (352) 638-5865

PRO

Kathy Lord RN, CMC

(407) 896-2010

Anne Lucas MS, CMC

AHL Inc.

(407) 361-8426

ahlinc.net

AVP

Aging Resources & Care Management

(352) 291-7662

phhp.ufl.edu

AVP

Keith Meneskie BS, MHS, CRC, CMC Amy Cameron O’Rourke MPH, NHA, CMC Carol Pearson RN, BA Dianne Reynolds BSN, MA, RN, CMC Sara Rodriguez MS, CMC Misty Rogers BS Catherine Rowlands MBA, MT, NHA, CMC

Cameron Group Aging Life Care Services (407) 896-2010 Senior Planning Solutions FHL Care Management, LLC FHL Care Management

thecamerongroup.us

AVP

(352) 857-6883

ASC

(407) 545-4430

AVP

FHLCaremanagement.com

(407) 310-4848

AVP

The Cameron Group

(407) 896-2010

www.thecamerongroup.us

ASC

Total Long-Term Care Cons. Svcs., Inc.

(321) 752-0995

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

7

Florida Chapter

Membership Directory Name

Company

Phone

Website

Level

(407) 896-2010

thecamerongroup.us

ASC

Northeast Region

Emily Shay

The Cameron Group

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

FHL Care Management

(407) 437-7683

fhlcaremanagement.com

AVP

caretimeflorida.com

AVP

Thelma Woolridge BA, MA, RN, CMC Patricia Yancey RN, CMC

CareTime Elder Care Management Services, LLC (352) 624-0570

Cindy Flowers BA, MS, CMC

Comfort Keepers

Adria Green BA, CMC

Elder Care of Alachua County

(352) 331-7760

comfortkeepers.com

AVP

(352) 265-9040

AVP

(352) 317-0415

ASC

Gregory McGann MED,MSW,LCSW,CASWCM OMEGA Counseling & Care Management (352) 375-8301

AVP

Diana Molimock BS

PRO

Carolyn Lukert BA, MBA SeniorBridge

(904) 398-9098

seniorbridge.com

Kathryn Murphy MSN, RN, CMC

(904) 230-9220

AVP

Bonnie Rouls RN, BA, CCM

(904) 662-0166

AVP

Sunshine State Consulting for Elderly, LLC (904) 386-6470

ASC

Midge Santo BSN

Southeast Region

Kimberly Aloya MSW, CMC Ferial Andre RN, CCM

Elderoptions Regal Care Management

(954) 802-6258

elderoptionsinc.com

(561) 499-8382

AVP AVP

of experience a clinical worker in various Juanita Arms RN, MS, CMC • Wendy has over Firstatfifteen RN Careyears Management Services as (954) 486-1990 socialfirstathealthcare.com

AVP

Maureen Baeringer RN, CMC

medical andAdvanced residential including hospitals, retirement communities and skilled Elena Baba MBA, RN, CCM, CDMS Healthsettings, Services Consulting, Inc. (305) 790-7845 AVP 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.

Deborah Barfield BHS, CMC, RNC Rona Bartelstone LCSW, CMC Meryl Berdugo BS

Elysian Senior Services, Inc.

(561) 301-7699

elysianseniorservices.com

AVP

SeniorBridge

(561) 575-5619

seniorbridge.com

AVP

OurAging Senior Options, Inc.

Sandra Bingham Campion BA, MS, NCC, CMC

La Posada Health Center

(954) 553-1664

AVP

(561) 372-8026

ASC

senioroptionsfl.com

(561) 254-7665

AreRN, you overwhelmedNursing by elder care issues? The Straticare team is here to help.

Monique Biondolillo BSN, MSN, CMC Caresultants (954) 290-4697

We facilitate difficult family to guide and your loved ones through Amy Bloom LCSW, CLCP, C-ASWCM Chai conversations Care Inc. (954)you 252-6920 the journey of aging. 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

AVP AVP AVP

Florida Chapter

Membership Directory Name

Company

Phone

Website

Level

Southeast Region

Deborah Ann Bomentre RN, CLNC, CMC H. Vicki Brail LCSW, CCM, CDMS

Firstat RN Care Management Services

(954) 486-1990

firstathealthcare.com

AVP

Vicki Brail & Co.

(305) 271-5500

geriatriccaremiami.com

AVP

Christine Brannigan BSN, RN, CCM

(561) 354-8155

AVP

Erin Britton RN, CCM

(561) 684-9000

AVP

Firstat RN Care Management Services

MaryEllen Brown BSN, RN, CCM

Care Management Partners, Inc.

Rose Campellone BS

firstathealthcare.com

(954) 558-5048 caremanagementpartners.com

Special Care Services

(772) 222-7301

specialcareservices.com

Lori Canter MSW, CMC

Goodman JFS of Broward

(954) 370-2140

jfsbroward.org

Rene Darsey Carr RN

Parental Care Consultants, Inc.

Jerie Charnow MSW

(516) 375-1875

ltcamerica.com

(954) 609-7648

atlascaremanagement.com

ASC

Elder Care Consultants of South Florida, LLC (561) 429-8226

eldercaresouthflorida.com

PRO

lovingage.net

AVP

LovingAge

(954) 256-8088

Care Central Home Health Services, Corp (954) 709-8179

Sarah Elmasian MS, NCG

Private Guardian, Inc.

Dawn Epstein BS, MACP

Alzheimer’s Care Resource Center

(772) 334-3000

privateguardian.net

(954) 474-3364

Kathleen Franzone BSN, RN, CMC

(954) 801-7735

Atlas Care Management

atlascaremanagement.com

Jenni Frumer MSW,MS.Ed,LCSW,LMHC Alpert Jewish Family & Children’s Service of Palm Beaches, Inc. 684-1991

PRO PRO

(561) 703-7143 alzheimerscareresourcecenter.org PRO

Harriet Franco-Weiner BA

PRO AVP (561)

ASC

Janice Frydman BSN, RN, CMC

SeniorBridge

Services/Services

(561) 338-9399 seniorbridge.com/SeniorBridge-Private-Pay-

AVP

Linda Gaibel MSW, LCSW, CMC Jayne Gassman PHD, CMC

PRO

LTC America, LLC

Luann DaSilva BS, OTR/L, CCM Clover Dixon RN

AVP

Atlas Care Management

Kathy Cole RN Pam Dannelevitz RN

(561) 799-2755 parentalcareconsultants.com

AVP

Senior Care Consultants

(561) 445-2732

AVP

Care Management of the Palm Beaches, Inc. (561) 336-4544 caremanagementofthepalmbeaches.com

AVP Shari Geller BS, MSW, CMC

Senior Options, Inc.

(800) 585-6720

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

AVP

(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

SeniorBridge

(954) 431-0660

seniorbridge.com

AVP

(561) 775-3130

turningpointeservices.com

AVP

Christina Kantrowitz MSW, CSW-G, CASWCM Elizabeth Katz MS, CMC, CSA Linda Katz RN, CMC Harvey Kaufman MSW, ACSW Julie Knoess BSW Cindy Kramer BA, RG

Elder Options

senioroptionsfl.com

TurningPointe Senior Services, LLC Senior Care Consultants

(561) 252-0706

AVP

Gerico-Geriatric Care Management

(561) 329-7526

PRO

Elder Resources Unlimited, Inc.

(561) 753-3839

PRO

Elder Solutions, Inc.

(954) 533-6884

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

9

Florida Chapter

Membership Directory Name

Company

Phone

Website

Level

Southeast Region

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

Senior Care Planning

(954) 806-6035

seniorcp.com

AVP

Firstat RN Care Management Services

(772) 299-7990

firstathealthcare.com

AVP

Marlene Lieberman BS,MSW,NHA,CSA,CMC Dolores LoMonaco RN, CMC 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 Debra Moler RN, BSN, CMC Kevin Moore BA, CMC Lisa Murphy LPN

Counselcare for Elders, Ltd.

(847) 845-7112

eldercare-help.com

AVP

Firstat RN Care Management Services

(954) 486-1990

firstatrncare.com

AVP

Firstat RN Care Management

(954) 486-1990

firstatrncare.com

AVP

Atlas Care Management

(844) 226-1537

atlascaremanagement.com

ASC

(786) 581-9837

integratedcaremgt.com

PRO

Elizabeth Nanni OTR/L

Integrated Care Management

Louise Newbery RN, C

AssureCARE Management Services, Inc.

Cheryl Parker BSN, RN, CMC Karen Parparian MS,CRC,CCM,CVE,CMDS Diane Saketkhou BS, CCM, RPH Pamela Salomone-Martin RN, CMC Bobbie Schwaninger ARNP, CMC Amy Seigel BSN, RN, CCM, CRRN Jean Sibery RN, NG, CMC

(561) 998-4144

PRO

Firstat RN Care Management Services

(954) 486-1990

firstathealthcare.com

AVP

Lighthouse of Broward

(954) 463-4217

lhob.org

AVP

United Eldercare Services

(561) 989-0611

bocahomecareservices.com

ASC

Critical Care Management, LLC

(561) 767-0143

rncaremanage.com

AVP

Geriatric Care Associates

(561) 239-5008

gcareassociates.com

AVP

Advocare Elder Care Management

(561) 266-3489

caremanage.com

AVP

(561) 277-9544 preferredlifestyleservices.com

AVP

Stephanie Swerdlow LCSW, CMC

Elder Options, Inc.

(954) 981-2341

AVP

Arlene Teichberg MSW, PHD, ACSW, CASW

Senior Connections

(561) 499-3312

Judith Uzzi LCSW, CMC Maribel Valmocina MSN, ARNP, CDE Seng Vasquez RN Linda Waidelich MSN, RN, CMC, CLNC Patricia Waldron RN, CCM Jennifer Weems MS

Preferred Lifestyle Services

MorseLife/ Just Checking

elderoptionsinc.com

(561) 209-6174

morselife.org

Marina’s Home Health Agency & Company (305) 947-6855

Lydia Zaccaro RN Sheryl Zoldan LMSW

PRO

Atlas Care Management, LLC

(844) 226-1537

atlascaremanagement.com

ASC

Linda Waidelich, Inc.

(954) 629-7918

mynursingservices.com

AVP

Active Healthcare Solutions, LLC

(561) 302-6496 activehealthcaresolutionsllc.com

Alpert Jewish Family & Children’s Services (561) 238-0237

Maxine Wolgin BA, CMC

AVP

Alpert Jewish Family Service

www.jfcsonline.com

PRO PRO

(561) 684-1991

AVP

Horizon Care Services

(561) 776-7757

horizoncareservices.com

PRO

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

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.

10

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

Florida Chapter

Membership Directory Name

Company

Phone

Website

Level

Tampa Bay Region

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

Linda Cramer BS, MPAHA, CMC

(239) 603-9068

AVP

MyCareManager

Stephen Ferrante MD

A Beautiful Life Care Management

Juanita Hahn RN, BS, MPA, CCM Janet Kunz BS, RN, CSA, CMC Donna Levy BSN, MS, RN Dawn Moore RN, CMC

(239) 272-5092

ASC

(239) 287-9201 seniorcarefamilyservicesinc.com

AVP

Aging Interventions, LLC

(941) 249-1629

agingswfl.com

AVP

Focus On Senior Care, LLC

(239) 287-5906

focusonseniorcare.com

AVP

Senior Care Family Services

Karen Jellerson MSW,LCSW,CASWCM,CSWG

mycaremanagernaples.com

Avow Concierge Care Management

(239) 261-4404

Senior Care Choices Geriatric Care Management Lee Memorial Health Systems

PRO

(239) 340-4676

AVP Emily Reese MA, CMC

(239) 994-4354

Barbara King Ringgold BSN, RN, CMC

(239) 287-9201

SeniorCare Family Services, Inc.

Anita Robberson RN

Able Healthcare Services

Jewelyn Sims RN, MSN, MBA, CCM Jill Summerscales BS Jane Thomas BSED, MSN, RN, CMC Jeanne Ann Wendland RN, CMC

seniorcarefamily.com

(239) 437-2434 ablehealthcareservices.com

AVP PRO

Sunshine Aging Care Solutions

(239) 472-3300

Sunshineaging.com

AVP

MyCareManager

(239) 285-3313

mycaremanagernaples.com

PRO

SeniorBridge

(239) 584-5004

seniorbridge.com

AVP

MyCareManager

(239) 537-8585

mycaremanagernaples.com

AVP

Tampa Bay Region

Deborah Angelo BSN, MPH, RN, CCM

AgeWell, Inc. of the Gulf Coast

(888) 387-8380

Deena Balogh BS, CMC

Silver Wings Care Management

(727) 236-8527 silverwingscaremanagement.com

Barbara Barden BSN, MSN, RN

Donna Diotalevi & Associates, Inc.

Liz Barlowe MA, CMC Ellen Buckley CMC

Barlowe & Associates

agewellinc.com

Sue Chaffman MA, CRC, CCM Linda Chamberlain BA, JD, CMC DeeWynn Cox MA, CMC

(727) 392-0825

BarloweAndAssoc.com

AVP

(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

Chart Your Own Course, Ltd. Co

Donna Diotalevi RN, CCM, CRRN

AVP

Barlowe and Associates

Care Management Service Professionals, LLC (813) 615-1110

Joanna Davis BA, CMC

AVP

(813) 654-4499 eldercaremanagementoftampabay.com PRO

Care Management Service Professionals, LLC (813) 615-1110

Arthur Camp MS

AVP

Donna Diotalevi & Associates, Inc.

(727) 842-3344

resource4seniors.com

AVP AVP

(813) 654-4499 ElderCareManagementofTampaBay.com

AVP Carole Edwards BA, MS, CMC

Aging Wisely

(727) 447-5845

www.agingwisely.com

AVP

Kelli Jeanne Edwards BA, MA, CMC

Chart Your Own Course, Ltd. Co.

(727) 842-3344

resource4seniors.com

AVP

Heidi Lynnette Elpers BSW, CMC

Chart Your Own Course, Ltd. Co.

(727) 842-3344

resource4seniors.com

AVP

Aging Care Advocates Inc.

(813) 246-4120

agingcareadvocates.com

AVP

resource4seniors.com

AVP

wishes4wellness.com

AVP

Genevieve Faulk MSW,LCSW,CASWCM, CMC Melanie Fernandez MA, CMC Laura Freed AAS,BS, RN, CTRS,CCM

Chart Your Own Cource with Care Resources (727) 842-3344 Wishes 4 Wellness Care Management

Advanced Professional = AVP

(727) 365-0942

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

11

Florida Chapter

Membership Directory Name

Company

Phone

Website

Level

West Coast Region

Mary George MA, CMC

STR, LLC

Lynn Henderson RN, BSN, CMC Cindy Hillman LPN

Donna Diotalevi & Associates, Inc. Barlowe & Associates

(813) 927-6116 eldercaremanagementoftampabay.com AVP (727) 392-0825

barloweandassoc.com

Doris Hogan

(813) 486-0554

Teresa Jackson BS, MAG, CMC

(727) 286-3220

Aging Care Advocates, Inc

Mary Lasseter BA, BS, MBA, CCM

Donna Diotalevi & Associates, Inc.

AVP

agingcareadvocates.com

ASC AVP

(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

(727) 204-9442

agingwisely.com

AVP

Barbara Riley-Baker BA, MA, CMC, CPG,CDP Senior Care Consulting-Tampa Bay, Inc.

Aging Wisely

(727) 736-8231

seniorcareconsulting.net

AVP

Marci Sadorf RN, CMC

(727) 288-7630

thepalmsoflargo.com

AVP

The Palms of Largo

Malissa Saveski BSW Julie Scott BS, CMC, CCM Lory Smeltzer BA, MPH, CMC, CDP

(586) 292-1221

PRO

Aging Wisely, LLC

(727) 447-5845

agingwisely.com

AVP

Advanced Senior Solutions, Inc.

(727) 443-2273

advsrs.com

AVP

Cristina Spiegel

(813) 957-8108

Mary Womble BSW, CMC

(727) 842-3344

Chart Your Own Course, Ltd. Co.

resource4seniors.com

AVP

West Coast Region

Vicki Alkire NMG, CMC, CPHQ

Viable Alternatives, Inc.

Nancy Bobbitt BS, PT, CMC

Senior Healthcare Management

Dorthy Burns RN, BSN, MSN, CCM Kristen Cole RN, BSN, CMC

SeniorBridge Advocare Senior Care

Isabelle DeRoy RN, LHRM, MA Denise Drabik MSW, LSW, CASWCM Rhoda Goldberg BA, CMC, OT

(941) 921-1962

viablealternativesinc.com

(941) 284-2755 (321) 728-9530

seniorbridge.com

AVP AVP AVP

(941) 780-4338

AVP

CareNation

(941) 961-0585

carenationlbk.com

PRO

Senior Crossroads of Florida, Inc.

(941) 921-0776

SeniorCrossroadsFL.com

AVP

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

Lesli Kelsey RN, BSN, CCM, CRRN Pamela Lasko MSW Barbara Levison MA, MSW, CMC Lorraine Livingston MSN, RN Jayne Mayers MA

Medical Links, LLC

(941) 484-8666

Jewish Family & Children’s Service Proeger & Associates Proeger & Associates, Inc. Elite Aging

Nancy Menard BSN, RN, CCM Pamela Overton RN

(941) 497-2735 customcaremanagement.vpweb.com AVP

Commonwells Case Management

medicalLinksite.com

AVP

(941) 366-2224

www.jfcs-cares.org

PRO

(941) 351-3640

proegerassociates.com

AVP

(941) 351-3640

proegerassociates.com

PRO

(941) 228-7895 innovativeagingsolutions.com

PRO

(908) 531-7091

AVP

Pamela Overton and Associates, Compassionate Care Management

(941) 928-1036

PRO Cynthia Palmieri BA, CMC

CPA Secure Aging

Advanced Professional = AVP

(941) 761-9338

Professional = PRO

cpasecureaging.net

AVP

Associate = ASC

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

12

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

Florida Chapter

Membership Directory Name

Company

Phone

Website

Level

proegerassociates.com

AVP

Pennsylvania

Charlene Proeger PHD, LMFT, CMC Aileen Ruess

Proeger & Associates Caregivers Assist

Suzanne Wernicke RN, BC, CCM Mindy Zelitt BSW, MA, CMC

(941) 351-3640

(850) 533-5353

GPS Care Management

(941) 955-0304

gwcasemanagers.com

AVP

Proeger & Associates, Inc.

(941) 351-3640

proegerassociates.com

AVP

Out of State

Beth Barrett BS, RN

Health Care Bridges, LLC

Rosinell Craig M. Education Pam Feinberg-Rivkin RN, BSN, CCM, CRRN Brandy Gregg AA, BS, CMC

(603) 252-2520

My Cielo Blue

(501) 223-5280

mycieloblue.com

PRO

Feinberg Consulting

(877) 538-5425

feinbergconsulting.com

AVP

Senior Care Solutions Online

(352) 219-4070 seniorcaresolutionsonline.com

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 much-needed 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

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

13

Florida Chapter

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

n

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

molly@wrightabshire.com

n

Wright Abshire, Attorneys Fayette County Office (713) 660-9595

molly@wrightabshire.com

n

(713) 660-9595

molly@wrightabshire.com

n

Wright Abshire, Attorneys The Woodlands Office (713) 660-9595

molly@wrightabshire.com

n

Texas

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

Wright Abshire, Attorneys Wright Abshire Attorneys

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

Stephanie Townsend Allala, PLLC Ard Law Firm, PLLC Law Office of Michele Audet, PC

Carol Bailey

Law Offices of Carol Bailey

Edwin Baker

Baker & Baker, PC

Richard Barron Henry Bauman, CELA G. Beaudry

(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

Attorney at Law

(903) 564-3663 rbarron@texaselderlawattorney.com

Brown, Bauman & Smith, PC

(903) 597-6333 chuckb@brownbaumansmith.com

Winn, Beaudry & Winn

(214) 969-0001

n

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

Behlmann Law Firm, LP Attorney at Law The Benn Law Group Katten & Benson

(281) 398-0088 rbehlmann@behlmannlaw.com (409) 835-3456

(817) 263-5190 mbenson@kattenbenson.com

Roberts Markel Weinburg Butler Hailey, PC 281-207-7697 Law Offices of Carol Bertsch

lynnbencowitz@gmail.com

(979) 393-0345 josh@mySouth Central Chapterlawyer.net kbentley@rmwbhlaw.com

(210) 892-4555 cbertsch@assistingseniors.com

Robert Bond

Bond Law Firm

(281) 448-4100

bond44@flash.net

Janet Boyanton

Attorney at Law

(972) 298-6111

jboyanton@swbell.net

Brown & Lacallade, P.C.

(512) 330-9802

DickBrown@Lawyer.com

Dick Brown Susan Bulgawicz

Bulgawicz Law Firm

(713) 429-1388

susan@bulgawiczlaw.com

Law Offices of John Burns, PLLC

(512) 615-1244

John@johnburnslegal.com

Elizabeth Camp

Ard Law Firm, PLLC

(713) 429-0218

elizabeth@ardlawfirm.com

Dan Campbell

Brooks & Campbell

(940) 696-5015

cdancampbell1@aol.com

Rigby, Rigby & Cavers

(713) 600-4700

Cavers@rigbylaw.com

John Burns

Shannon Cavers Cara Chase

n n n

Naman, Howell, Smith & Lee, PLLC (254) 755-4100 x4323 chase@namanhowell.com

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

15

Florida Chapter Name

Company

Phone

Website

(972) 996-2540

lchavero@leulawfirm.com

CELA

TEXAS

Laura Chavero

Leu & Peirce, PLLC

Charles Churchwell

Churchwell & Merlo, PLLC

214-619-1276

cscjrlaw@gmail.com

Martin Cirkiel

Cirkiel and Associates, PC

(512) 244-6658

marty@cirkiellaw.com

Henry Claeys

Henry F. Claeys II, PC

(800) 204-4656 x1

hfc@hfclaeys.com

Michael Cohen

Michael B. Cohen & Associates

(214) 720-0102 mike@dallaselderlawyer.com

Jennifer Coulter

Townsend Allala & Associates

(915) 533-0007

jen@elpasoelderlaw.com

Marilyn Coyne

Attorney at Law

(936) 321-8835

mcoyne@consolidated.net

Rabalais Law

(972) 560-6288

justin.crain@gmail.com

John Dantche, Attorney At Law

(936) 539-0023

jdantche@earthlink.net

Law Offices of Randy Drewett, PC

(409) 833-4000

randy.drewett@gmail.com

Attorney at Law

(817) 605-8880

steve@lawyerearly.com

Wright Abshire, Attorneys

(713) 660-9595

joy@wrightabshire.com

Ensign Law Firm. PC

(806) 373-7705

meoffice@arn.net

Ezell & Ezell, PLLC

(956) 425-2000

julie@ezell-legal.com

Justin Crain John Dantche Randy Drewett, CELA Steven Early Joy Eckelkamp, CELA Mark Ensign Julie Ezell-Perez Brian Fant

Law Offices of Brian H. Fant PC Farrell & Pak, PLLC

(512) 323-2977

cfarrell@txelderlaw.com

Liza Farrow-Gillespie

Farrow-Gillespie & Heath LLP

(214) 361-5600

liza@fghlaw.net

Jeannine Flynn

Law Office of Jeannine C. Flynn

(713) 521-3303

jeannineflynn@aol.com

Thomas Ford

Law Firm of Thomas A. Ford, Jr.

(972) 618-3900

tom@fordandwatts.com

Cathy Fowlkes

Fowlkes Hall, PC

(325) 437-4365

cfowlkes@fowlkeslaw.com

Lee Franks

Franks & Pleasant, LLP

(806) 368-8805

lee@fplawteam.com

Robert Freedman

Mulder & Freedman, P.C.

(713) 721-5657 Rmfreedman@mulderfreedman.com

Moore & Frink, PLLC

n

(214) 220-3268 brian.fant@brianfantlaw.com

H. Clyde Farrell, CELA

Brian Frink

n

(903) 876-5086

n

brian@moorefrinklaw.com

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

The Garrett Law Firm, PLLC

(512) 800-2420 garrettlawfirm@sbcglobal.net

Wright Abshire Attorneys, P.C.

(713) 660-9595 amanda@wrightabshire.com

Gilman & Associates, P.C.

(512) 469-9450

holly@hgilmanlegal.com

Law Office of Michele K. Goldberg

(713) 218-8800

lawmkg@sbcglobal.net

The Graham Law Firm

Kerri Graham

Graham & Theander, PLLC

Andrea Gray

Nathan Ziegler and Associates

Tina Green, CELA

Capshaw Green, PLLC

(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

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

16

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

Florida Chapter Name

Company

Phone

Website

CELA

Texas

Jacob Hale

The Hale Law Firm PC

(214) 446-5080

jacob@thehalelawfirm.com

John Hale

The Hale Law Firm, P.C.

(214) 446-5080

johale@thehalelawfirm.com

Hammerle Finley Law Firm

(972) 436-9300

vnh@hammerle.com

Shekinah Hammonds

Law Office of K.T. Whitehead

(210) 930-4300

None

Glenn Handley

The Handley Law Office PLLC

(281) 703-3616 HandleyLawOffice@yahoo.com

Virginia Hammerle

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

The Bond Law Firm

(281) 448-4100

jacehanna@gmail.com

George Harris

Harris Law PLLC

(817) 781-4642

info@harrisatty.com

Susanne Harrold William Hayes Kimberly Hegwood Vance Hendrix

Law Office of Susanne Bonilla Harrold, P.C. (361) 947-7002

sbonillalaw@yahoo.com

Hayes & Wilson, PLLC

(713) 880-3939

bill@hayeswilsonlaw.com

Hegwood Law Group, PLLC

(281) 218-0880

kim@hegwoodlaw.com

Vance E. Hendrix, PC

(903) 944-7800 vancehendrixpc@gmail.com

Leigh Hilton

Leigh Hilton, Attorney

(940) 387-8800

leighahilton@gmail.com

Mark Hobbs

Johnson Hobbs Squires LLP

(254) 732-2242

mhobbs@jhsfirm.com

Michael Holland

The Holland Law Firm

Patrick Hubbard

Patrick G. Hubbard, Attorney At Law

David Hurst

David M. Hurst, P.C.

(713) 522-4242 mlh@thehollandlawfirm.com (281) 358-7035 phubbard@patrickhubbardlaw.com (325) 672-6676

david@dhurstlaw.com

Kristen Ishihara

Ross & Shoalmire, LLP

(903) 212-7313 kristen@rossandshoalmire.com

Mary Alice Jackson, Fellow

Mary Alice Jackson, P.C.

512-499-0049

maj@majackson.com

Attorney at Law

(713) 880-8105

lvjennett@comcast.net

Laura Jennett Marcie Johnson

Richard P. Johnson, P.C.

(972) 497-1010 Marcie@richardjohnsonlaw.com

Richard Johnson

Richard P. Johnson, PC

(972) 497-1010 richard@richardjohnsonlaw.com

Donald Jones

The Jones Law Firm

(214) 220-2132

djones@wandjlaw.com

Chrys Jones

Chrys Jones, Attorney at Law, PLLC

(817) 938-7500

chrys@chrysjoneslaw.com

Jessica Jones Steven Katten

The Law Office of Jessica R Jones, PLLC (713) 594-1367 jessica@jessicarjoneslaw.com Katten & Benson

(817) 263-5190 skatten@kattenbenson.com

Charles Kennedy

Charles Kennedy, PC

(817) 795-8843

ckennedy@birch.net

Gregory Kimmel

Allen - Lottmann - Kimmel, PC

(903) 534-0006

greg@allenlottmann.com

Jessica Kludt

Townsend Allala & Associates

Tim Ladyman

Ladyman Law Office

(325) 676-5775

ladyman@ifsabilene.com

Charles Lance

Law Office of Charles Lance

(512) 868-2224

lanceelderlaw@verizon.net

Lee & Desenberg,PLLC

(713) 275-8450

slee@ldbusinesslaw.com

Attorney at Law

(713) 529-5900

clesher@lawlesher.com

Stephen Lee Christina Lesher

(915) 533-0007 jessica@elpasoelderlaw.com

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

17

Florida Chapter Name

Company

Phone

Website

CELA n

Texas

Lori Leu, CELA

Leu & Peirce, PLLC

(972) 996-2540

lleu@leulawfirm.com

Stephen Livens

Livens Law Firm

(817) 545-3425

slivens@livenslaw.com

Virginia Lootens

Virginia L. Lootens, PC

Renee Lovelace, CELA Todd Marquardt

The Lovelace Law Firm, P.C. Marquardt Law Firm, P.C.

(713) 622-6606 virginia_lootens@yahoo.com (512) 858-0707

rclovelace@aol.com

(210) 870-6835 todd@marquardtlawfirm.com

Koren Martin

(512) 630-0755

koren@kmartinlaw.com

Pi-Yi Mayo, CELA

(281) 421-5774

pi-yimayo@pi-yimayo.com

Catherine McCartney

Attorney at Law Law Office of Cathy McCartney, PLLC

Mandy McCary

McCary & McCary PC McCoy Law Firm

(903) 935-1190 Sheliamccoy@sbcglobal.net

Phillip McCrury

Shannon, Gracey, et. al.

(817) 877-8142 pmccrury@shannongracey.com

John McNair, CELA Matt Mercer Andrew Middleton Marilyn Miller, CELA Sally Mirabella

Arthur McLain PLLC Underwood Perkins, P.C. McMahon Surovik Suttle, PC

(830) 798-2420

mknaron@hotmail.com

(832) 532-8177

lance@arthurmclain.com

n

(972) 661-5114

jmcnair@uplawtx.com

n

(325) 676-9183 mmercer@mcmahonlawtx.com

Michael W. Middleton, P.C.

(979) 695-2726

andrew@mwmpc.com

Attorney at Law

(512) 894-0319

mgmesq2@prodigy.net

Law Offices of Donald L. Wyatt, Jr., PC

n

(830) 265-6350 mccartneylaw@outlook.com

Shelia McCoy Arthur McLain, CELA

n

n

(281) 419-8733 sally.mirabella@wyattpc.com

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 Sandra Moore-Duarte

Hammerle Finley Law Firm

(972) 436-9300

tmm@hammerle.com

Law Office of Sandra S. Moore-Duarte

(915) 920-0903

smdlawfirm@aol.com

R. Hal Moorman

Moorman, Tate, et al.

Sharma Moriarty

Nathan Ziegler and Associates

(979) 836-5664 hmoorman@moormantate.com (806) 765-8801 s.moriarty@westSouth Central Chapterlaw.

com Robert Morris

Ostrom Morris, PLLC

(713) 863-8891

Robert Morris

Hammerle Finley

keith@ostrommorris.com

(972) 436-9300

rsm@hammerle.com

Paula Mrozek

(832) 622-6953

mrozep@cpchem.com

Melissa Myers

StoneMyers Law PLLC

(512) 553-9095

melissa@stonemyers.com

Natalie Myers

Attorney

S. Clinton Nix Lori Noack-May Angela Odensky

Bradbury & Nix Cadence Bank, N.A.

(214) 282-5300 natalielawpractice@gmail.com (325) 673-7317

nix@bradburylawfirm.com

713-275-3920 lori.noackmay@cadencebank.com

The Law Office of Angela Odensky, PLLC (713) 344-0730

angela@odenskylaw.com

Lauren Olson

Leu & Peirce, PLLC

(972) 996-2540

lolson@leulawfirm.com

Alison Packard

Packard Law Firm

(210) 340-8877

alisonpackard@gmail.com

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

18

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

Florida Chapter Name

Company

Phone

Website

Farrell & Pak PLLC

(512) 323-2977

bpak@txelderlaw.com

Level

Texas

Bliss Pak Christopher Parvin

Emmert & Parvin, LLP

(469) 607-4503

chris@emmertparvin.com

Henry Paup

Attorney at Law

(817) 737-5020

staff@pauplaw.com

Erin Peirce

Leu & Peirce, PLLC

(972) 996-2540

epeirce@leulawfirm.com

Christopher Peterson

Peterson Law Group

(979) 703-7014

chris@brazoslawyers.com

(281) 469-0499

jan@janicepickettlaw.com

Janice Pickett Tony Pillow Rebecca Pitts

Law Office of Janice M. Pickett 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

Bryn Poland

Law Office of Pi-Yi Mayo

(281) 421-5774

bryn@pi-yimayo.com

Paul Premack, CELA

The Premack Law Office

(210) 826-1122

paul@premack.com

Laura Beth Pleasant

Eric Pullen

Attorney at Law

n

(806) 355-8147 epullen@amaeelderlaw.com

James Rainey

Rainey & Rainey Attorneys at Law, LP

(254) 752-8644

raineylegal@yahoo.com

Elisa Rainey, CELA

Rainey & Rainey Attorneys at Law, LP

(254) 752-8644

elisarainey@yahoo.com

n

M. Elizabeth Raxter, CELA

Law Office of Elizabeth Raxter, PLLC

(512) 398-6996

eraxter@tx-elderlaw.com

n

Dianne Reis, CELA

Attorney at Law

(972) 381-8500

Stephen Rigsby

Attorney At Law

(361) 576-2733

sprigsby@sbcglobal.net

Jack Robinson

Law Office of Jack Robinson

(972) 772-6100

jack@jackrobinson.com

Colleen Root

Law Offices of Colleen Campbell Root

(281) 589-7646

lderlaw@comcast.net

Marian Rosen

Marian Rosen & Associates

(713) 222-6464

marian@marianrosen.com

John Ross Vivian Ross-Bennett

Ross & Shoalmire, LLP

(903) 223-5653 john@rossandshoalmire.com

Vivan E. Ross-Bennett, Attorney At Law

(512) 330-4099

vrblaw@earthlink.net

Richard Rousseau

Criss & Rousseau Law Firm

(254) 699-9999

rousseaur@aol.com

J. Christopher Sanders

Sanders & Associates, P.C.

(214) 360-0500

jccs1@swbell.net

Marsha Schiller-Lunde

Baird, Crews, Schiller & Whitaker, PC

(254) 743-7330 marshaschiller@bcswlaw.com

Ross & Shoalmire, LLP

(903) 223-5653 lisa@rossandshoalmire.com

Lisa Shoalmire Patricia Sitchler, CELA Jeff Skarda

Law Office of Patricia Flora Sitchler

(210) 816-1761

patricia.sitchler@gmail.com

Attorney at Law

(713) 223-5301

jskarda@airmail.net

Amanda Skeen

Skeen Law

L. Darlene Smith

Crain, Caton & James

Mark Smith Neal Smith Alisa Starbird Scott Stebler Darrell Stewart Nancy Stone Stancy Stribling

n

n

(210) 273-0275 amandamarie.sg@gmail.com

Heard & Smith, LLP

(713) 752-8640

dsmith@craincaton.com

(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 Hobson, Stribling & Carson

(713) 434-6310 nstone@eldercarelawyer.org (915) 351-9886

sstribling@hscllp.com

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

19

Florida Chapter Name

Company

Phone

Website

(512) 368-9323

sarah@steblersulak.com

Level

Texas

Sarah Sulak

Stebler & Sulak, PLLC

Emily Taylor

Wright, Abshire, Attorneys, PC

(713) 660-9595

etaylor@wrightabshire.com

Christy Theander

Graham & Theander, PLLC

(281) 940-3000

christy@gtkatylaw.com

Gaye Thompson

Thompson & Tiemann, LLP

(512) 335-6800 gthompson@elderlawlink.com

Alicia Thompson

The Mahon Firm, PC

(817) 251-9228 athompson@mahonfirm.com

Stephen Turkett

Turkett Law Offices

(817) 769-2750 steve.turkett@turkettlaw.com

John Vermillion

The Vermillion Law Firm, LLC

(972) 386-4560

info@vermillionlawfirm.com

David Voeller

The Voeller Law Firm

(210) 651-3851

dvoeller@voellerlaw.com

James Voeller

The Voeller Law Firm

(210) 651-3851

jvoeller@voellerlaw.com

Craig Watson, CELA

Craig W. Watson, Attorney at Law

(903) 813-8500

craigwatson@cableone.net

W. Albert Weatherly

Attorney At Law, PLLC

936-564-5142

aweatherly@sbcglobal.net

Rick Weaver, CELA

Shannon Gracey

(817) 638-9016 rweaver@shannongracey.com

The Weeks Law Firm, PLLC

(214) 269-4290 attorney@weekslawfirm.com

Tresi Weeks Judi Wells K.T. Whitehead, CELA, Fellow

Skelton Slusher Barnhill Watkins Wells, PLLC (936) 559-7960 Attorney at Law Hayes & Wilson, PLLC

(713) 880-3939

lisa@hayeswilsonlaw.com

Chris Wright

Welch & Wright, PLLC

(806) 372-3100

chris@welchlaw.net

Wright Law Firm, LLP

(214) 780-9696 paul@thewrightlawyers.com

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

n

jwells@skeltonslusher.com

(210) 930-4300

Lisa Wilson Paul Wright

n

n

(713) 660-9595

wes@wrightabshire.com

n

Wright Abshire, Attorneys Fayette County Office (979) 278-4095

wes@wrightabshire.com

n

(713) 660-9595

wes@wrightabshire.com

n

Wright Abshire, Attorneys The Woodlands Office (936) 273-2773

wes@wrightabshire.com

n

Wright Abshire Attorneys 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 O. Henry (Mike) Young, PC Katten & Benson Nathan Ziegler & Associates

(713) 653-7379

syates@coatsrose.com

(325) 672-5100 jeannie@mikeyounglawfirm.com (817) 263-5190 dzachry@kattenbenson.com (806) 765-8801 n.ziegler@westSouth Central Chapterlaw.com

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

20

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

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