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
This course is pre-approved for CLE credit in the following states. If your state is not listed, contact support for more information on how to receive credit
Excellent Presentation and materials.
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!
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 and thorough.
Good presentation. Will listen to part two for sure.
Well presented, useful course.
This was an excellent course.
Very knowledgeable individual providing a thorough presentation of family asset protection
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.
Good informative program! I am an aging lawyer and I will make use of the presenter's advice.
Good basic program
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
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.
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
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
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
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.
well explained and presented.
Nice smooth presentation. Very Informative.
Very comprehensive & enlightening in a well organized presentation.
Interesting and relevant for all
Very helpful !
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.
It was not about "aging," merely about estate planning -- upon which it was quite thorough and good.
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!
Really excellent. Information that I haven’t seen covered this well. Looking forward to the second half.
Very good All attorneys should see
The presenter did a great job instructing on the law and providing practical guidance.
Excellent resource, looking forward to part 2!
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.
A lot of information in a short (relatively) period of time. Looking forward to Part 2.
Great overview by a very experienced attorney.
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. Very thorough with good, specific examples for easier understanding of these complex issues. Thank you
VERY INFORMATIVE, GREAT EXAMPLES. TOM E. SMITH
Great information and lecturer!
Another session needed with more time for important topics. Presenter was excellent.
great examples !
Great speaker and expert
knows her stuff
Great basic review! I usually just suffer thru CLE, but not this one. Thanks!
Informative and good pace
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.
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.
Presenter did a nice job.
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.