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Advising Your Clients on Aging: How to Plan Ahead Part II
Produced on March 28, 2017
Course Information
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
Options will be presented by Ms. Finkel 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
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
Reviews
Excellent program, and supplemental materials were very beneficial.
The lecturer was excellent
Great
Thoughtful and well organized.
very good...very comprehensive
good information
She demonstrated excellent grasp of the material
Useful information and written materials.
Terrific presentation
Excellent speaker
both of these were very good - worthy of a part III
Fabulous amount of valuable information.
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!
very good
Good basic material.
THOUGHTFUL & EXCELLENT
GREAT!
Excelllent!
Great presenter
Good part two on this subject
Excellent!
Excellent course.
Excellent presentation!
Really appreciate learning from her wealth of experience
Very good and informative!
Thank you.
Excellent program, as was part 1. Complements to the speaker!
Another really informative and well presented course from this speaker. Relevant subject matter. Again, she gives practical suggestions. Very well done.
Great insights in improving documents
Excellent lecture and lecturer
Great job Fern!
Helpful information.
Good materials
excellent
Excellent production and presentation.
Highly informative.
Thank you.
Once again - a terrific presentation - kudos to this speaker!
well done
superb
One of the best presentations I've experienced in my 58 years of active practice-- ditto, Part I
Great info! Thank you for sharing!
Outstanding
Best Lawline presenter to date
One the best programs I have seen.
Interesting perspective on advanced directives.
Fern is wonderful, very intelligent, very engaging, very knowledgeable and credible.
lecturer has command of great amounts of knowledge on the subject matter and i could continue her tutorial if available.
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.
Excellent
The material was quite well presented. Probably worth a second listen.
Excellent
Good content and presentation
Excellent presentation.
Another excellent CLE. Great info. Very practical.
The presenter is fantastic. Great materials - nice blend of law and practical advice from an experienced practitioner.
Another great resource, would love to hear more from this presenter.
very practical, hands on, clearly presented with enthusiasm and caring about helping clients
Very good course and knowledgeable lecturer
Excellent presenter! Thank you.
Great follow up to Part 1.
as in Part I, this course offers valuable written materials; Ms. Finkel is very clear and comprehensive; an excellent and important course.
Complete and thorough information needed for elder planning consideration.
Good course
Excellent Material, both oral and written!
It was good to have this part 2. There could be a part 3.
Fantastic. Good content and presentation.
Very knowledgeable speaker. Excellent written materials.
this is one of the best lawline classes that i have taken. very well thought out. excellent presentation. course materials on point.
Thank you.
very informative, given by a highly experienced practitioner who succinctly summarized a huge amount of material
A tremendously informative course - with wonderful examples and course materials
An excellent presentation that follows up on the previous one.
outstanding presentation
Excellent presenter.
Enjoyed the presentation. A lot of valuable information.
Excellent lecturer.
She really knows this area! Highly recommend.
Just great!!!
This was special to me because this is what truly interests me
Knowledgeable and generous speaker. Thanks.
Thank you.
Very informative
THE BEST COURSE OF ALL THAT I HAVE TAKEN
Awesome Lecture!!!
She does an excellent job explaining the topic.
Excellent course and speaker.
Wishing there could be a part III
Highly recommend this course.
I for one would welcome a part three! Nice practical 'scripts' as well to broach uncomfortable subjects.
I really like this speaker and this topic - even tho it has zero to do with my day to day practice!
Best program to date
This speaker is awesome!
The speaker has a great mastery of the topic and does an excellent job of conveying the subject matter.
Good program! Very informative.
Great presentation. Very good speaker.
Outstanding.
Outstanding presentation and materials
Excellent lecturer and outstanding course materials.
Very knowledgeable presentation
A superb program with invaluable practice pointers.
BEST PRESENTOR ON THE SUBJECT.
good practical information
Great materials. Lots of good ideas.
Great course!
Another great lecture presented by Ms. Finkel.
I really appreciate the very practical cutting edge information shared in this practice area.
Well done
A credible and competent speaker with a lot of common sense.
Great material. Give her a Part III - this is material that ever practitioner should have.
Great presentation! Attorney Finkle seems very knowledgable!
Informative, concise and pleasant speaking manner.