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

Production Date: March 02, 2017 Practice Areas: Wills, Trusts, & Estates and Elder Law Estimated Length: 5508 minutes


$ 89 Wills, Trusts, & Estates and Elder Law In Stock

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 their  ability to remain independent in the community and governmental benefits. Tools for maintaining your clients’ independence will be discussed, including having appropriate fiduciaries named in necessary planning documents, the pooled trusts to shelter income and asset overage if Medicaid is needed, and benefits available.  

In this program, attorney Fern Finkel provides an overview of planning directives. Options will be presented and sample forms will be provided.

Learning Objectives: 

  1. Understand the financial and health care planning options and objectives when advising elderly or special needs clients

  2. Develop a working knowledge of available governmental benefits

  3. Identify how planning may affect eligibility

Jennifer H.
Tallahassee, FL

Very informative!

Elbert H.
Birmingham, AL

Well presented

Brian D.
Huntington Station, NY

Very informative and helpful

Dean K.
Dallas, TX

excellent presentation, which was delivered with heartfelt concern

Jane C.
Smithtown, NY

Excellent program and presenter!

Phyllis C.
new suffolk, NY

very thorough, professional presentation

Louis P.
Albany, NY

This was very well presented. Excellent.

eric c.

i learned a lot!

Elizabeth H.
San Carlos, CA

Hope there is a part 2

Gregory P.
Rochester, NY

Thank you

Abby K.
Bartlett, TN

Great Presenter!

Lew H.
Los Angeles, CA

Very helpful!

Andrea Kelli H.
White Plains, NY

Thank you for including supplementary material!

tracey s.
oakdale, NY

will look for more courses with her as presenter.

Richard M.
Lincoln, CA

Very informative

David H.
New York, NY

great practical planning advice and tools

Joseph M.
New York, NY

Very useful.

pat b.
Brooklyn, NY

Wonderful Presenter!

Kimberly H.
Mesa, AZ

Excellent presentation and full of information. Thank you!

Ryan N.
Emmett, ID

Very educational

J Gregory F.
Charlotte, NC

very informative--practical information

Daria T.
Bloomfield Hills, MI


Gerardo G.
Miami, FL

Another great one.

Michele Y.
West Palm Beach, FL

very informative

Ernest P.
tampa, FL

She was obviously very knowledgeable. Her level of expertise was impressive. The presentation went very very slowly.

Katherine D.
Minooka, AL

Great presentation, informative even for those who do not practice in this area of the law.

Joy Ryen P.
Pittsford, NY

Excellent program!!!

Irina K.
Jacksonville Beach, FL

This speaker was my favorite so far. Great topic, too.

Andrea J L.
San Francisco, CA

Excellent, organized and extremely well informed and focused lecturer.

Michael L.
Orland Park, IL

Excellent instructor able to follow her Great examples. Best one yet

andrew k.
miami, FL


Peter M.
Safety Harbor, FL

Very helpful-personally and professionally. Thanks! Peter Monroe

Teige W.
Lenoir, NC

Very good speaker & information.

Patrick K.
Bridgewater, NJ

very good

Amanda H.
San Jose, CA

pragmatic, constructive and illustrated with clear examples

Aviva Z.
Silver Spring, MD

Great course!

Linda K.
Houston, TX

Very helpful info!

Colin Michael B.
Albuquerque, NM

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.

Jennifer K.
Brielle, NJ


Eldersburg, MD


Martha V.
Denton, TX

Great presentation!

Ruth R.
Stamford, CT

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

Amy S.
Victorville, CA


David L.
Spicewood, TX

Very nice presentation.

Kristine C.
Dubuque, IA

Excellent. 5 in every category. Written materials excellent.

Michael G.
Hewlett, NY

Excellent speaker and very informative.

Earl B.
Albuquerque, NM

Good advice, not just training

Jacob A.
Boca Raton, FL

Great course. Great Lecturer

Michael W.
New York, NY

Very informative

Steven K.
Jericho, NY

Fern Finkel was excellent.

Therese H.
East Aurora, NY

Great presentation!

Karen M R.
Stamford, CT

Excellent presenter-- super knowledgeable.

Thomas G.
Jacksonville, FL

She was excellent.

Margaret R.
Slingerlands, NY

Presenter was both an effective speaker and knowledgeable about topic.

Claire B.
Brooklyn, NY

Excellent presentation

Kathy D.
Lahaina, HI

This was one of the best ones I have seen

Lydia C.

I would like Fern Finkel as my BFF

Robert M.
lakeland, FL

Truly outstanding presentation by a speaker in complete command of her subject matter

Terrence C.
Cleveland, OH

Really good, and I am a seasoned estate planning. Refreshes the basics!

Jayne W.
Denver, NC

another great presentation!

Joseph L.
Casselberry, FL

Excellent. I need to review my own personal material, not just for clients. VERY useful.

Jennifer F.
Tomball, TX

good speaker on a topic with which every attorney should have some familiarity

Marvin R.
Rock Falls, IL

Good general overview but not intense on substance and details,

Lisa O.
Quincy, IL

Outstanding presentation with great, practical information.

Louella P.
Niles, IL

She did a wonderful job but I do hope in the future she could cover all the slides.

Robert B.
Brooklyn, NY

a very helpful and clear exposition of a complex area of law

Katherine D.
Fort Worth, TX

Really well done. Very comprehensive.

David B. M.
Orlando, FL

Excellent and comprehensive presentation, with professional as well as personal relevance!

Anthony B.
Staten Island, NY

Speaker was terrific. Concise and offered helpful information.

James D.
Corning, NY

Very informative. Thank you!

Robert V.
Walla Walla, WA

Very helpful!

James D.
Gainesville, FL

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

Steffanie S.
Sweetwater, TN

Great course

Richard A G.

BRAVO to the instructor

Neelima G.
Rochester, NY

Great speaker and one of the best course I have taken. Thanks!

susan g.
Jupiter, FL

Very informative !

Samuel P.
Orlando, FL

This was outstanding. Best I have seen so far.

Gary M.
Sarasota, FL

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.

Gary T.
Jacksonville, FL

Great information!

Charles C.
Brady, TX

very good presentation

Lori W.
Mooresville, NC

The speaker provided a lot of good information and practical tips.

Mario L.
Miami, FL

The best speaker hands down.

Louise B.
Aroma Park, IL

excellent information and examples

Joan R.
New York, NY

not an easy topic but presented very succinctly.

Giuseppe P.
Glenview, IL

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.

Mickey L.
Spring, TX

Great course!

Darlene D.
Stamford, CT

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

Ellen P.

Great informative lecture.

Heartsill R.
Little Rock, AR

thanks, H

Jane E.

Very timely topic and the coverage was from a seemingly caring practitioner. Outstanding.

Nicole N.
Dallas, NC

She did a wonderful job thank you

William S.
Belmont, NC

Fine job. Thank you very much.