Attorneys are often consulted to assist their clients in preparing their planning documents (wills, powers of attorney, trusts, health care directives). Special considerations apply to seniors, persons with special needs and anyone currently receiving means-tested benefits or who is likely to require benefits in the future. Advising your clients on how to plan for their future must consider the impact today’s planning may have on
In this program, attorney Fern Finkel provides an overview of planning directives. Options will be presented and sample forms will be provided.
Understand the financial and health care planning options and objectives when advising elderly or special needs clients
Develop a working knowledge of available governmental benefits
Identify how planning may affect eligibility
Very informative and helpful
excellent presentation, which was delivered with heartfelt concern
Excellent program and presenter!
very thorough, professional presentation
This was very well presented. Excellent.
i learned a lot!
Hope there is a part 2
Thank you for including supplementary material!
will look for more courses with her as presenter.
great practical planning advice and tools
Excellent presentation and full of information. Thank you!
very informative--practical information
Another great one.
She was obviously very knowledgeable. Her level of expertise was impressive. The presentation went very very slowly.
Great presentation, informative even for those who do not practice in this area of the law.
This speaker was my favorite so far. Great topic, too.
Excellent, organized and extremely well informed and focused lecturer.
Excellent instructor able to follow her Great examples. Best one yet
Very helpful-personally and professionally. Thanks! Peter Monroe
Very good speaker & information.
pragmatic, constructive and illustrated with clear examples
Very helpful info!
The presenter was clear, well-organized and effective. I was not able to get through the written materials but wish to go back through them. Thank you.
Excellent! Great tips on doing the right thing for clients.
Very nice presentation.
Excellent. 5 in every category. Written materials excellent.
Excellent speaker and very informative.
Good advice, not just training
Great course. Great Lecturer
Fern Finkel was excellent.
Excellent presenter-- super knowledgeable.
She was excellent.
Presenter was both an effective speaker and knowledgeable about topic.
This was one of the best ones I have seen
I would like Fern Finkel as my BFF
Truly outstanding presentation by a speaker in complete command of her subject matter
Really good, and I am a seasoned estate planning. Refreshes the basics!
another great presentation!
Excellent. I need to review my own personal material, not just for clients. VERY useful.
good speaker on a topic with which every attorney should have some familiarity
Good general overview but not intense on substance and details,
Outstanding presentation with great, practical information.
She did a wonderful job but I do hope in the future she could cover all the slides.
a very helpful and clear exposition of a complex area of law
Really well done. Very comprehensive.
Excellent and comprehensive presentation, with professional as well as personal relevance!
Speaker was terrific. Concise and offered helpful information.
Very informative. Thank you!
Fern Finkel is the very best speaker I have ever heard on this subject.
BRAVO to the instructor
Great speaker and one of the best course I have taken. Thanks!
Very informative !
This was outstanding. Best I have seen so far.
The course and the instructor were some of the best I have taken on LawLine. Fern Finkel is informative and pleasant to listen to. I look forward to any of her other courses.
very good presentation
The speaker provided a lot of good information and practical tips.
The best speaker hands down.
excellent information and examples
not an easy topic but presented very succinctly.
This has to be one of the top LawLine lectures that I have viewed. Ms. Finkel clearly has a tremendous working knowledge of the subject area. Furhter, her zest for truly meeting her clients needs is also apparent. I wish she was what most lay people thought of when they think of our profession. If I had friends or family in NY...I would certainly be referring them to her for estate plans.
Invaluable! Lots of great advice for serving clients and even ourselves.
Great informative lecture.
Very timely topic and the coverage was from a seemingly caring practitioner. Outstanding.
She did a wonderful job thank you
Fine job. Thank you very much.