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

(2419 Ratings)

Produced on: March 02, 2017

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 91 minutes
Difficulty Intermediate

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

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

RF
Robert F.

Very good All attorneys should see

NM
Nicholas M.

Very informative

JW
Janelle W.

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

TG
Tamara G.

Excellent resource, looking forward to part 2!

DM
Donald L. M.

Good materials

RJ
Robert J.

Very complex subject.

AC
Alexander C.

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

WD
William D.

Very Knowledgable speaker.

RM
Rudy M.

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

FM
Frederick M.

EXCELLENT

RC
Rakeffet C.

VERY INFORMATIVE

AG
Aaron G.

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

CL
Cynthia L.

Awesome

NS
Ned S.

Great overview by a very experienced attorney.

TM
Thomas M.

Great speaker.

IH
Ingrid H.

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

JR
Jeffrey R.

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!

JK
john k.

very thorough presentation

JC
Jane C.

I do probate and enjoyed this class.

YS
Yvette S.

Excellent program

TH
Theresa H.

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

BS
Benjamin S.

Good course!

TS
Tom S.

VERY INFORMATIVE, GREAT EXAMPLES. TOM E. SMITH

MS
marilyn S.

Great information and lecturer!

SR
Sally J R.

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

JB
james b.

informative

EZ
Elena Z.

great examples !

JH
John H.

Great speaker and expert

DM
Diana M.

Great presentation.

EL
Eduardo L.

Outstanding presentation

LW
Linus W.

knows her stuff

LL
Lisa L.

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

CZ
Christine Z.

Informative and good pace

GM
Gary M.

very thorough

RL
Richard L.

Great to hear from someone who cares about their clients.

SH
S or M h.

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

CC
Colleen C.

Very interesting presentation.

DG
David G.

Excellent!

RC
Roberta C.

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.

MW
Marla W.

great content and materials; lots of practical information

TG
Tom G.

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

RM
randal m.

Outstanding!

AC
Andrew C.

Presenter did a nice job.

JH
Jennifer H.

Very informative!

EH
Elbert H.

Well presented

BD
Brian D.

Very informative and helpful

DK
Dean K.

excellent presentation, which was delivered with heartfelt concern

JC
Jane C.

Excellent program and presenter!

PC
Phyllis C.

very thorough, professional presentation

LP
Louis P.

This was very well presented. Excellent.

EC
eric c.

i learned a lot!

EH
Elizabeth H.

Hope there is a part 2

GP
Gregory P.

Thank you

AK
Abby K.

Great Presenter!

LH
Lew H.

Very helpful!

AH
Andrea Kelli H.

Thank you for including supplementary material!

TS
tracey s.

will look for more courses with her as presenter.

RM
Richard M.

Very informative

DH
David H.

great practical planning advice and tools

JM
Joseph M.

Very useful.

PB
pat b.

Wonderful Presenter!

KH
Kimberly H.

Excellent presentation and full of information. Thank you!

RN
Ryan N.

Very educational

JF
J Gregory F.

very informative--practical information

DT
Daria T.

Excellent

GG
Gerardo G.

Another great one.

MY
Michele Y.

very informative

EP
Ernest P.

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

KD
Katherine D.

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

JP
Joy Ryen P.

Excellent program!!!

IK
Irina K.

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

AL
Andrea J L.

Excellent, organized and extremely well informed and focused lecturer.

ML
Michael L.

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

AK
andrew k.

excellent

PM
Peter M.

Very helpful-personally and professionally. Thanks! Peter Monroe

TW
Teige W.

Very good speaker & information.

PK
Patrick K.

very good

AH
Amanda H.

pragmatic, constructive and illustrated with clear examples

AZ
Aviva Z.

Great course!

LK
Linda K.

Very helpful info!

CB
Colin Michael B.

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.

JK
Jennifer K.

Fantastic,

MQ
MARY Q.

excellent!

MV
Martha V.

Great presentation!

RR
Ruth R.

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

AS
Amy S.

Excellent

DL
David L.

Very nice presentation.

KC
Kristine C.

Excellent. 5 in every category. Written materials excellent.

MG
Michael G.

Excellent speaker and very informative.

EB
Earl B.

Good advice, not just training

JA
Jacob A.

Great course. Great Lecturer

MW
Michael W.

Very informative

SK
Steven K.

Fern Finkel was excellent.

TH
Therese H.

Great presentation!

KR
Karen M R.

Excellent presenter-- super knowledgeable.

TG
Thomas G.

She was excellent.

MR
Margaret R.

Presenter was both an effective speaker and knowledgeable about topic.

CB
Claire B.

Excellent presentation

KD
Kathy D.

This was one of the best ones I have seen

LC
Lydia C.

I would like Fern Finkel as my BFF

RM
Robert M.

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

TC
Terrence C.

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

JW
Jayne W.

another great presentation!

JL
Joseph L.

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

JF
Jennifer F.

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

MR
Marvin R.

Good general overview but not intense on substance and details,

LO
Lisa O.

Outstanding presentation with great, practical information.

LP
Louella P.

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

RB
Robert B.

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

KD
Katherine D.

Really well done. Very comprehensive.

DM
David B. M.

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

AB
Anthony B.

Speaker was terrific. Concise and offered helpful information.

JD
James D.

Very informative. Thank you!

RV
Robert V.

Very helpful!

JD
James D.

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

SS
Steffanie S.

Great course

RG
Richard A G.

BRAVO to the instructor

NG
Neelima G.

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

SG
susan g.

Very informative !

SP
Samuel P.

This was outstanding. Best I have seen so far.

GM
Gary M.

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.

GT
Gary T.

Great information!

CC
Charles C.

very good presentation

LW
Lori W.

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

ML
Mario L.

The best speaker hands down.

LB
Louise B.

excellent information and examples

JR
Joan R.

not an easy topic but presented very succinctly.

GP
Giuseppe P.

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.

ML
Mickey L.

Great course!

DD
Darlene D.

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

EP
Ellen P.

Great informative lecture.

HR
Heartsill R.

thanks, H

JE
Jane E.

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

NN
Nicole N.

She did a wonderful job thank you

WS
William S.

Fine job. Thank you very much.

Load More

$89

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

Accreditation

Get Unlimited Access to Lawline Courses

Unlimited CLE Subscription gives you access to take almost any course from our catalog and earn as much CLE credit as you need.