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

(910 Ratings)

Produced on: March 28, 2017

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 60 minutes
Difficulty Intermediate

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

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

WD
William D.

Interesting perspective on advanced directives.

DH
Debra H.

Fern is wonderful, very intelligent, very engaging, very knowledgeable and credible.

EC
Edward C.

lecturer has command of great amounts of knowledge on the subject matter and i could continue her tutorial if available.

EJ
Edward J.

This program was fantastic. It covered an amazing number of practical decisions and documents extremely well. What was taught here should be immediately used in your practice.

MA
Mattie A.

Excellent

JH
James H.

The material was quite well presented. Probably worth a second listen.

RF
Robert F.

Excellent

AK
Ann K.

Good content and presentation

CB
Candace B.

Excellent presentation.

TC
Therese C.

Another excellent CLE. Great info. Very practical.

JW
Janelle W.

The presenter is fantastic. Great materials - nice blend of law and practical advice from an experienced practitioner.

TG
Tamara G.

Another great resource, would love to hear more from this presenter.

EI
Elizabeth I.

very practical, hands on, clearly presented with enthusiasm and caring about helping clients

TM
Thomas M.

Very good course and knowledgeable lecturer

EW
Elizabeth W.

Excellent presenter! Thank you.

AG
Aaron G.

Great follow up to Part 1.

IH
Ingrid H.

as in Part I, this course offers valuable written materials; Ms. Finkel is very clear and comprehensive; an excellent and important course.

TH
Theresa H.

Complete and thorough information needed for elder planning consideration.

BS
Benjamin S.

Good course

WR
William G. R.

Excellent Material, both oral and written!

CJ
Chantal J.

It was good to have this part 2. There could be a part 3.

DM
Diana M.

Fantastic. Good content and presentation.

TG
Tom G.

Very knowledgeable speaker. Excellent written materials.

MF
michael f.

this is one of the best lawline classes that i have taken. very well thought out. excellent presentation. course materials on point.

GP
Gregory P.

Thank you.

LW
Linus W.

very informative, given by a highly experienced practitioner who succinctly summarized a huge amount of material

TD
Timothy D.

A tremendously informative course - with wonderful examples and course materials

DK
Dean K.

An excellent presentation that follows up on the previous one.

RG
Roy G.

outstanding presentation

LB
Lamuel B.

Excellent presenter.

AR
Andrea R.

Enjoyed the presentation. A lot of valuable information.

AL
Andrea J L.

Excellent lecturer.

ML
Michelle L.

She really knows this area! Highly recommend.

JL
John L.

Just great!!!

MV
Martha V.

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

SD
Sheila D.

Knowledgeable and generous speaker. Thanks.

DL
Donald L.

Thank you.

MW
Michael W.

Very informative

JA
Jacob A.

THE BEST COURSE OF ALL THAT I HAVE TAKEN

PP
Patrick P.

Awesome Lecture!!!

SK
Steven K.

She does an excellent job explaining the topic.

MR
Margaret R.

Excellent course and speaker.

DJ
Diane M. Busch J.

Wishing there could be a part III

RA
Richard A.

Highly recommend this course.

KD
Kathy D.

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

JF
Jennifer F.

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

HT
Helen T.

Best program to date

NM
Nancy M.

This speaker is awesome!

AB
Anthony B.

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

KD
Katherine D.

Good program! Very informative.

NG
Neelima G.

Great presentation. Very good speaker.

SP
Samuel P.

Outstanding.

GR
Gail R.

Outstanding presentation and materials

CF
Cecil F.

Excellent lecturer and outstanding course materials.

CC
Charles C.

Very knowledgeable presentation

PH
paul h.

A superb program with invaluable practice pointers.

PC
PHOEBE C.

BEST PRESENTOR ON THE SUBJECT.

LB
Louise B.

good practical information

RF
Robert F.

Great materials. Lots of good ideas.

ML
Mickey L.

Great course!

GP
Giuseppe P.

Another great lecture presented by Ms. Finkel.

DD
Darlene D.

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

RB
Robert B.

Well done

NF
Nicholas F.

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

DD
Dominick D.

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

JM
John M.

Great presentation! Attorney Finkle seems very knowledgable!

AD
Ariel D.

Informative, concise and pleasant speaking manner.

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$59

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

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