On Demand Audio

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

(1532 reviews)

Produced on March 28, 2017

Taught by
$ 59 Wills, Trusts, & Estates and Elder Law In Stock
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Course Information

Time 60 minutes
Difficulty Intermediate

Course Description

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

Credit Information

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

Lawline reports attorney attendance in select states. View more about CLE reporting .

Faculty

Fern Finkel

Finkel & Fernandez, LLP



Reviews

AM
Agnes M.

Ms. Finkel's presentation was a wonderful sequel to her first presentation. She has a lot of material to offer and does a great job covering the important points .... I learned a lot!

CH
cindy h.

she was great!

PR
Pamela R.

She is very knowledgable and this is a great class.

TL
Thomas L.

Knowledgeable and personable instructor presenting helpful, practical approaches.

TR
Trina R.

Very informative, engaging

AC
Aimee C.

Great instructor. I watched both parts and they were very informative.

MK
Michele K.

Excellent presenter!

MB
Michell B.

Excellent program, and supplemental materials were very beneficial.

JS
Jacob s.

The lecturer was excellent

DD
David D.

Great

RR
Richard R.

Thoughtful and well organized.

SP
Sheri P.

very good...very comprehensive

AR
Angela R.

good information

KH
Kenneth h.

She demonstrated excellent grasp of the material

AC
Alison C.

Useful information and written materials.

MG
martin g.

Terrific presentation

MZ
MICHELLE Z.

Excellent speaker

TB
Thaddeus B.

both of these were very good - worthy of a part III

SH
Sharon H.

Fabulous amount of valuable information.

AF
Andrew F.

This was a tremendously informative and well presented overview of the various issues involving health proxies, living wills, POAs, and more detailed estate planning for advanced practitioners. Excellent!

TF
Thomas F.

very good

KM
Karen M.

Good basic material.

AH
ANDREW H.

THOUGHTFUL & EXCELLENT

MC
Meryl C.

GREAT!

JR
James R.

Excelllent!

MW
Meredith W.

Great presenter

WR
woody r.

Good part two on this subject

FC
Frank C.

Excellent!

DR
Diane R.

Excellent course.

JV
James V.

Excellent presentation!

CC
Cornell C.

Really appreciate learning from her wealth of experience

KA
Kristen A.

Very good and informative!

KC
Kurt C.

Thank you.

SR
Stephen R.

Excellent program, as was part 1. Complements to the speaker!

EA
Elisa A.

Another really informative and well presented course from this speaker. Relevant subject matter. Again, she gives practical suggestions. Very well done.

SS
Stephen S.

Great insights in improving documents

MS
Mindi S.

Excellent lecture and lecturer

EL
Erik L.

Great job Fern!

DG
Denise G.

Helpful information.

MC
Mary C.

Good materials

AS
Andrew S.

excellent

HS
Herschel S.

Excellent production and presentation.

AB
Angela B.

Highly informative.

PP
Paul P.

Thank you.

MS
Marlon S.

Once again - a terrific presentation - kudos to this speaker!

JA
James A.

well done

SL
Salvatore M. L.

superb

EB
Edward M B.

One of the best presentations I've experienced in my 58 years of active practice-- ditto, Part I

MB
Mark B.

Great info! Thank you for sharing!

SH
Shauna H.

Outstanding

BS
Ben S.

Best Lawline presenter to date

TL
Thomas L.

One the best programs I have seen.

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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