Intersection of Estate Planning and Medicaid Planning

LOCATION: COOPER'S HAWK WINERY & RESTAURANT
Ted Wolfendale, Esq. received his Juris Doctorate degree from Stetson University College of Law in May of 1988. He began practicing law immediately upon graduation working as an Assistant State Attorney for the State of Florida. He began his private practice shortly thereafter in 1990. His thirty-five-year legal career has been devoted to tirelessly working to advocate for his clients to help resolve their many and varied legal dilemmas.
The issues and concerns revolving around Elder Care have become the primary focus of Ted’s practice due to his familial connection to Dial-a-Nurse, the original and longest serving Home Health Company in SWFL. Started by his mom over forty-five years ago, the staff and caregivers at Dial-a-Nurse have made it possible for thousands of clients to successfully age in place in their own homes.
Ted’s experience helping his mom found the company and eventually becoming Administrator have given him a unique perspective on the needs and challenges of SWFL’s senior population. His extensive knowledge of the law and his keen insight and deep concern for those he has cared for gives him a broad knowledge base in understanding the challenges that the elderly face. Having that level of understanding is critical when it comes to concerns like Medicaid Planning, planning for retirement and ultimately, planning for their own health and decision-making when they are no longer able to make them.
When you register, please indicate your meal selection
1. The Leonard Burger: double patty, signature sauce, caramelized onions, American cheese, lettuce, tomato
2. Turkey Burger: fresh ground all-natural turkey, herbs, lemon, lettuce, tomato, red onion, seasoned mayo
3. Roasted Vegetable Enchiladas: corn tortilla, butternut squash, black beans, melted cheese, sweet corn, avocado, ancho cream, Pico de Gallo, Chipotle tomato sauce, corn-jicama salad, tomatillo salsa
RSVP Deadline May 8 Noon
PLEASE: If you reserve and will be unable to attend,
call/text 239.826.4588
so there's no wasted food or money.
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Sponsorship Available for This Meeting
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Location: 13671 Olympic Court, at the back of the shopping center at the southwest corner of - with entrances on - Daniels Parkway and Six Mile Cypress Parkway.
Colleagues and professional friends are always welcomed guests. We are proud to share our Council's activities with them. Should they wish to be considered for membership, an application is available Estate Planning Council of Lee County Inc. - Member Application (epclc.org).
Arlene R. Foreman, CLU®, ChFC®, MSFS, CFP®, CTFA
Secretary, Estate Planning Council of Lee County, Inc.
10091 Colonial Country Club Blvd.
Fort Myers, FL 33913-7018
(239) 826-4588