Advising Your Clients on Aging: How to Plan Ahead (Part II)

Production Date: March 28, 2017 Practice Areas: Wills, Trusts, & Estates and Elder Law Estimated Length: 3643 minutes


$ 59 Wills, Trusts, & Estates and Elder Law In Stock

Join attorney Fern Finkel for Part II of this incredibly helpful set of programs, designed for attorneys often consulted to assist their clients in preparing their planning documents (wills, powers of attorney, trusts, health care directives). In this program, tools for maintaining your clients’ independence will be discussed, including having appropriate fiduciaries named in necessary planning documents, and the pooled trusts to shelter income and asset overage if Medicaid is needed. Part II will include powers of attorney, provisions to include, healthcare directives, and benefits.

Options will be presented by Ms. Finkel 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
Timothy D.
Huntington, NY

A tremendously informative course - with wonderful examples and course materials

Dean K.
Dallas, TX

An excellent presentation that follows up on the previous one.

Roy G.
Hauppauge, NY

outstanding presentation

Lamuel B.
Boca Raton, FL

Excellent presenter.

Andrea R.
East Islip, NY

Enjoyed the presentation. A lot of valuable information.

Andrea J L.
San Francisco, CA

Excellent lecturer.

Michelle L.
San Francisco, CA

She really knows this area! Highly recommend.

John L.
New York, NY

Just great!!!

Martha V.
Denton, TX

This was special to me because this is what truly interests me

Sheila D.
Riverview, FL

Knowledgeable and generous speaker. Thanks.

Donald L.
League City, TX

Thank you.

Michael W.
New York, NY

Very informative

Jacob A.
Boca Raton, FL


Patrick P.
panama city beach, FL

Awesome Lecture!!!

Steven K.
Jericho, NY

She does an excellent job explaining the topic.

Margaret R.
Slingerlands, NY

Excellent course and speaker.

Diane M. Busch J.
North Bend, OH

Wishing there could be a part III

Richard A.
Knoxville, TN

Highly recommend this course.

Kathy D.
Lahaina, HI

I for one would welcome a part three! Nice practical 'scripts' as well to broach uncomfortable subjects.

Jennifer F.
Tomball, TX

I really like this speaker and this topic - even tho it has zero to do with my day to day practice!

Helen T.
Mount Sinai, NY

Best program to date

Nancy M.
Sebastian, FL

This speaker is awesome!

Anthony B.
Staten Island, NY

The speaker has a great mastery of the topic and does an excellent job of conveying the subject matter.

Katherine D.
Fort Worth, TX

Good program! Very informative.

Neelima G.
Rochester, NY

Great presentation. Very good speaker.

Samuel P.
Orlando, FL


Gail R.
Ossining, NY

Outstanding presentation and materials

Cecil F.
Jersey City, NJ

Excellent lecturer and outstanding course materials.

Charles C.
Brady, TX

Very knowledgeable presentation

paul h.
Phoenix, AZ

A superb program with invaluable practice pointers.

Queens, NY


Louise B.
Aroma Park, IL

good practical information

Robert F.
Dallas, TX

Great materials. Lots of good ideas.

Mickey L.
Spring, TX

Great course!

Giuseppe P.
Glenview, IL

Another great lecture presented by Ms. Finkel.

Darlene D.
Stamford, CT

I really appreciate the very practical cutting edge information shared in this practice area.

Robert B.
Vail, AZ

Well done

Nicholas F.

A credible and competent speaker with a lot of common sense.

Dominick D.

Great material. Give her a Part III - this is material that ever practitioner should have.

John M.

Great presentation! Attorney Finkle seems very knowledgable!

Ariel D.
Great Neck, NY

Informative, concise and pleasant speaking manner.