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Life Care Planning with a Special Emphasis on Guardianship

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NAMI Lake Worth Office

1520 10th Avenue North

Suite D

Lake Worth, FL 33460

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Families with children and other dependents with special needs face many serious questions about how to best prepare for their futures.

About this Event

Presented by: Douglas A. Vogel and Michelle R. Kenney

Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for their future well-being. This workshop addresses such critical issues as protecting government benefit eligibility for Supplemental Security Income (SSI) and Medicaid, creating Special Needs Trusts, the importance of a Will, Guardianship, Financial Strategies and considering a Letter of Intent. The workshop will also address the ABLE Accounts, which are tax-advantaged savings accounts for qualified individuals with disabilities and their families. Taking steps now can help arrange for a loved one’s well-being today and tomorrow.

About the presenters:

Douglas A. Vogel is a Financial Services Executive with MassMutual and a Registered Representative with MML Investors Services, LLC. He is also a SpecialCare Planner, with MassMutual’s SpecialCare Program, a national network of planners dedicated to helping families plan for their children or other dependents with special needs. He was the co-founder of SNAP, Special Needs Advocate for Parents, a national non-profit public benefit corporation dedicated to improving the quality of life for children of all ages who have special needs and their parents or caregivers, by serving as a resource that empowers them through information, education advocacy and referrals. SNAP was acquired by United Cerebral Palsy (UCP) on July 9, 2008. Vogel has authored numerous articles on advocacy and special needs estate planning and is nationally recognized as one of the leading professionals on estate planning for families with children or other dependents with special needs. He has been featured in many publications such as the New York Times, Bloomberg Wealth Manager, Forbes, The Special Parent, Reuters and CNN Money. Vogel has worked for over 28 years in the financial services industry.

Michelle R. Kenney is a founding member of GAPS Legal, PLLC. GAPS Legal, PLLC was created to serve the specific legal needs of the guardianship, advocacy, probate, planning and special needs communities. Prior to obtaining her JD from NSU Shepard Broad College of Law in 2016, Michelle served vulnerable and disabled individuals in South Florida in various roles since 1994, with over 19 years in the guardianship community. She was the Executive Director and a Professional Guardian for a non-profit corporate guardianship program where she administered over 100 guardianships and monitored the agency operations that ensured quality care for her clients and their families. She is a Florida Supreme Court certified circuit civil and county mediator and is an instructor for the guardianship courses in Broward County and online across Florida. Michelle has been an educator for the National Guardianship Association since 2007 and served as a Board Member for the organization for four years.

Ms. Kenney is a past president of the Center for Guardianship Certification, the Florida State Guardianship Association and the Broward County Guardianship Association and has served on various committees for these organizations with a focus on education and increasing professionalism. She is a current member of the Florida Bar and the Broward County Bar Association and serves as a committee member for the Florida Bar Elder Law Section’s Guardianship Committee. She is a current board member of the Florida Justice Technology Center and serves on the advisory board for Nova Southeastern University’s Shepard Broad College of Law Adults with Intellectual and Developmental Disabilities Law Clinic.

Ms. Kenney has been published in The Caucus, the Broward County Bar Association Barrister, and has participated in the development of most of the curricula used in Florida for guardianship trainings. Michelle has facilitated educational offerings at the Academy of Florida Elder Law Attorneys Elder Concert for several years and recently presented at the Family Café in addition to various local and online presentations. Since 2001, she has provided over 1,500 of hours of guardianship education nationally and in Florida to close to 4,000 professionals and family members.

She was a recipient of the Broward County Women Lawyers’ Association Rising Star Scholarship and the National Guardianship Association Outstanding Affiliate Member Award.

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NAMI Lake Worth Office

1520 10th Avenue North

Suite D

Lake Worth, FL 33460

View Map

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