Advising Your Clients on Aging: How to Plan Ahead Part I

Cllear and comprehensive. It will be useful for me personally not just advising clients.

The lecture was excellent. Future versions might narrow the scope a bit as the lecturer seemed to try to cover too much material for the time allotted.

The presenter did a fine job with both the oral presentation and especially the written materials, which I will refer to often I think.

Excellent!

Great lecturer - well done. One of the best to date

This course was excellent as was the instructor.

Pretty detailed presentation.

She was great, I loved the section on Third Party Supplemental Trusts, so helpful to me.

Excellent Course and presentation

Good pointer to add to my standard Will form.

Nice intro course.

Great program. Obviously could spend 8 hours on all topics covered. Well done.

excellent

Excellent presentation

Very helpful and interesting specially when dealing with older clients

Very helpful, intelligent, and detailed.

Excellent! Very thorough!

Loved her. Very relatable and authentic.

Ms. Finkel was really informative and reinforced routines that I use in my practice and gave me a couple of drafting tips as well.

EVERYONE SHOULD HAVE AN ATTORNEY LIKE MS. FINKEL. This class was chock full of incredibly good information and instruction, along with a sensitivity to the issues of aging and autonomy. One of my favorites on Lawline!

Excellent program.

Excellent on all counts!

Very well presented.

Excellent speaker, excellent course

Excellent

thank you!

Very good program.

excellent

Terrific presentation!

Very worthwhile program. I would recommend extending the time (and commensurate credit) to fully cover all aspects of the program, including POA language.

I wish I could have given 5s on this one.

Excellent

An exceptional professional -- really enjoyed the presentation.

Excellent

Clear concise presentation with practical advice.

Excellent presentation and materials-thank you!

Great knowledge.

Exceptionally outstanding! Very complete and in depth and thorough review of Estate Planning for Seniors and many others. Outstanding lawyer and presenter. First rate!

excellent content and instructor!

Terrific course.

The presentation was clear, concise and informative.

Covered a wide range of details very clearly.

Very well done.

Excellent course

Excellent

Very good.

Excellent

If I could give her 10s, I would. She was terrific. Very knowledgeable and informative.

Truly an excellent program and presenter!

Excellent course. Easy to understand examples

Excellent!!!

Excellent presentation by Ms. Finkel - very helpful and informative!

Well Done. Thorough.

Very good.

Very knowledgeable presenter!

Great instructor; well organized, useful material, interesting examples and densely packed with info

A lot of helpful information in a short amount of time.

Terrific!

Excellent presentation and wonderful attorney.

Helpful, holistic approach to estate planning for people of modest incomes.

Love love love this speaker!

Extremely valuable

Excellent presentation. Did a great job of keeping the focus on the client goals and how to achieve them.

Excellent presentation from a speaker who clearly is an expert in the area.

Good overview/checklist program.

Very interesting!

very informative

Excellent Presentation and materials.

Great !!

This CLE included excellent materials and I enjoyed the instructor's method.

The lawyer presentation was the best I have ever heard. She was both learned and experienced.

Thoughtful organized presentation

This was the best course to date. We need to see more of this speaker. She is a wealth of knowledge.

She did a great job.

thank you, very helpful

Fabulous and informative.

I liked the conversational style of the lecturer. Was helpful information.. Many fine points were covered.

Amazing program. Best so far!

Very good

excellent presentation!

great speaker

good

Very informative

This course and instructor were great for introductory trust, wills and estate education.

one of the most informative seminars i have attended

Very well presented.

Interesting subject Valuable course for all attorneys Presenter is well versed in the materials

Instructor was very concise, informative and offered a chock full of information to attorneys unfamiliar with this area of practice

Excellent presentation.

Excellent and thorough.

Good presentation. Will listen to part two for sure.

Well presented, useful course.

This was an excellent course.

good course

Excellent!

Very knowledgeable individual providing a thorough presentation of family asset protection

Excellent presentation

Excellent program!

Fabulous. Not too fast or slow. Very substantive and practical.

Very useful information regarding advanced directives and health care proxies.

great lecturer great subject

This was a very informative class with excellent suggestions.

Comprehensive, conversational. Well done

Well presented and extremely clear.

Useful information.

Good informative program! I am an aging lawyer and I will make use of the presenter's advice.

Good basic program

Excellent presentation.

excellent

Excellent presentation

Thank you.

This speaker and course was perhaps the very best I have enjoyed in all my years doing CLE with Lawline. Personable, clear, CARING, detailed (yet not burdensome) - she was terrific !

Very clear and concise presentation. Thank you

excellent - so much so that during the course of this CLE i actually rang my own lawyer and set up an appointment to update my 2012 vwill, health care proxy , dnr, etc to make sure the docs are aligned w/my wishes. Excellent presentation and excellent guidance w/r/t teens being required to designate.

Thorough and clear. One of the best

Very informative

superb presentation

Great course

Very informative

An outstanding on topic discussion. I will repeat this more than once because it is that important to my practice and my family.

Very detailed, give her a part 2 to this.

100%

Excellent!

The section on disability trusts was very good.

Topics covered were well delivered and clearly explained with appropriate examples.

After more than 30 years of practice, this old dog learned some new tricks.

Excellent presentation. Very informative.

I found the information on the Trust for persons received public benefits very helpful

Superb

Excellent program.

Best Lawline presenter to date

One of the very best lectures I have heard.

good summary for elder law attorney, Need to review modifications to POA

Excellent program. Great speaker. Very pleasant to listen to.

Good introductory course I’m looking for a deeper level of subject matter and long term care planning so hopeful that will b in part two

Well informed presenter.

Positively informative and thorough.

The lecture was good. I appreciated the info about asset protection for Medicaid

Excellent

very clear and concise

Terrific speaker and content.

Excellent information. Very informative.

great presenter - clear and to the point

Presenter was very good.

The instructor is very knowledgeable but able to speak to those who are laymen.

This was a very informative and helpful course by Ms. Finkel. In addition to the technical information, she provided good practical advice for obtaining information from clients and stressed the importance of taking time to discover the client's wishes. She needs to be able to do several courses so that she can expound fully on all aspects of the process on an in-depth basis.

Lots of helpful information.

Very good course

Excellent presentation

This was very informative and practical!!

Excellent presentation: caring and practical.

This was an incredibly effective course and offered many great considerations. Thank you.

Attorney Finkle was incredibly organized and articulate on this topic...the best I have seen on your site.

Excellent program. Great, clear explanations and examples.

This was a useful program. Presenter was clear and easy to understand.

Outstanding course. Well-taught.

excellent

well explained and presented.

very informative,

Nice smooth presentation. Very Informative.

Very comprehensive & enlightening in a well organized presentation.

Interesting and relevant for all

Very helpful !

Excellent

very informative

Really enjoyed the presentation

Very informative contents. The competence, sincerity and client/ social concerns of the presenter shine through..

Great material, very clear presentation!

Ms. Finkel is so knowledgeable about the subject matter. I felt that the area of trusts demands more time to adequately address. I would highly recommend this course and the instructor.

Excellent!

It was not about "aging," merely about estate planning -- upon which it was quite thorough and good.

Good course

Thanks

Absolutely thorough. Full of good info.

Really like this instructor.

This was an excellent presentation. The speaker was informative, clear and interesting to listen too.

Great informative lecture!

Excellent presentation

Really excellent. Information that I haven’t seen covered this well. Looking forward to the second half.

Very good All attorneys should see

Very informative

The presenter did a great job instructing on the law and providing practical guidance.

Excellent resource, looking forward to part 2!

Good materials

Very complex subject.

So much material, the Presenter had only half of the time to get through probably 40% of what she intended.

Very Knowledgable speaker.

Excellent speaker- unique ability to explain difficult concepts in understandable terms.

EXCELLENT

VERY INFORMATIVE

A lot of information in a short (relatively) period of time. Looking forward to Part 2.

Awesome

Great overview by a very experienced attorney.

Great speaker.

excellent lecturer who gave concrete examples that were very helpful in understanding some complex issues

Very good information for attorneys who do not practice in Wills and Estate law but still get those questions asked of them by relatives and friends. This information informs us trial attorneys to refer our friends and relatives to an attorney who does this type of law. Thanks!

very thorough presentation

I do probate and enjoyed this class.

Excellent program

Excellent. Very thorough with good, specific examples for easier understanding of these complex issues. Thank you

Good course!

VERY INFORMATIVE, GREAT EXAMPLES. TOM E. SMITH

Great information and lecturer!

Another session needed with more time for important topics. Presenter was excellent.

informative

great examples !

Great speaker and expert

Great presentation.

Outstanding presentation

knows her stuff

Great basic review! I usually just suffer thru CLE, but not this one. Thanks!

Informative and good pace

very thorough

Great to hear from someone who cares about their clients.

Outstanding. Should be another 30 minutes as she has so much to say.

Very interesting presentation.

Excellent!

I signed the affirmation above, even though I definitely have been listening to a lot of these kinds of classes, but this was more comprehensive than any of the other estate planning/wills and trusts CLE courses I have taken, I think.

great content and materials; lots of practical information

Very knowledgeable speaker. There were a lot of good reminders within.

Outstanding!

Presenter did a nice job.

Very informative!

Well presented

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

Great Presenter!

Very helpful!

Thank you for including supplementary material!

will look for more courses with her as presenter.

Very informative

great practical planning advice and tools

Very useful.

Wonderful Presenter!

Excellent presentation and full of information. Thank you!

Very educational

very informative--practical information

Excellent

Another great one.

very informative

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.

Excellent program!!!

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

excellent

Very helpful-personally and professionally. Thanks! Peter Monroe

Very good speaker & information.

very good

pragmatic, constructive and illustrated with clear examples

Great course!

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.

Fantastic,

excellent!

Great presentation!

Excellent! Great tips on doing the right thing for clients.

Excellent

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

Very informative

Fern Finkel was excellent.

Great presentation!

Excellent presenter-- super knowledgeable.

She was excellent.

Presenter was both an effective speaker and knowledgeable about topic.

Excellent presentation

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!

Very helpful!

Fern Finkel is the very best speaker I have ever heard on this subject.

Great course

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.

Great information!

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.

Great course!

Invaluable! Lots of great advice for serving clients and even ourselves.

Great informative lecture.

thanks, H

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.