Advising Your Clients on Aging: How to Plan Ahead Part I
Produced on: March 02, 2017
On Demand
Audio
Taught by
Categories:
Course Description
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.
Learning Objectives:
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Understand the financial and health care planning options and objectives when advising elderly or special needs clients
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Develop a working knowledge of available governmental benefits
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Identify how planning may affect eligibility
Faculty
Fern Finkel
Finkel & Fernandez LLP
Fern J. Finkel, Esq. is an elder law attorney with her office in downtown Brooklyn. She has specialized in elder law and guardianship since 1998 and has been in private practice since 1990. Prior to establishing her private practice, Fern was a litigator specializing in medical malpractice and personal injury at the law firm of Damashek, Godosky and Gentile. In October, 2015, Ms. Finkel entered into a partnership with Julie Stoil Fernandez, forming Finkel & Fernandez LLP.
Fern graduated with honors with her Bachelor of Science in Economics from New York University College of Business and Public Administration in 1981. She received her Juris Doctor Degree from Boston University School of Law in 1984.
As part of her private practice, Fern spends a significant amount of time working pro bono on behalf of the indigent elderly of Brooklyn. She has spearheaded the Legal Education and Assistance Project, known as LEAP, at the Brooklyn Bar Association Volunteer Lawyers Project, which she is a Board Member of. The LEAP project is dedicated to training attorneys to perform outreach at community and senior centers throughout Brooklyn, with a focus on assisting seniors to have their health care proxies and advance directives in place, avoiding the painful process of Guardianship which might otherwise result.
Fern is the Chair of the Foundation Law Committee of the Brooklyn Bar Association, the Vice Chair of the Elder Law Committee of the Brooklyn Bar Association, a delegate to the New York State Bar Association Elder Law Section where she serves as Co-Chair of the Guardianship Committee, and a board member of Legal Services New York City where she also serves on the executive board. Fern served for years as a volunteer certified mediator with Safe Horizons for community disputes, PINS cases and custody matters, as well as with the United States District Court, Eastern District. Fern lectures for various bar associations on topics including the Role of the Guardian, Role of the Court Evaluator, Role of the Attorney for the Alleged Incapacitated Person, Advance Directives and Guardianship. Since 2004 she has served as a mentor attorney at the Elder Law Clinic at New York Law School. Fern is a co-founder of the Touro Center Aging and Longevity Institute Guardianship Quality Initiative, a co-facilitator of the Working Model of Guardianship- WINGS [Working Interdisciplinary Network of Guardianship Stakeholders] and serves on the Committees on Character and Fitness for the Second Judicial Department.
Fern has won numerous awards for her pro bono service, including the Brooklyn Bar Association Frieda S. Nisnewitz Award for Pro Bono Service (1996), an Award of Merit from the National Center for Missing and Exploited Children (1997), the New York State Bar Association Pro Bono Award for the Second Judicial District (2003), the Women’s Bar Association of the State of New York Hanna S. Cohn Pro Bono Award (2004), the Brooklyn Bar Association Distinguished Service Award (2009) and (2013) and the Brooklyn Volunteer Lawyers Project Building Bridges Leadership Award (2013). Fern has been listed as a New York Super Lawyer in the field of elder law in 2014, 2015 and 2016.
Reviews
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.
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