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Nuts and Bolts of Elder Law Planning in New York

October 21, 2025
1h
View Available Credits

What You'll Learn AI-Generated

  • 1 Health care proxy is New York's sole statutory appointment of a health care agent and cannot name co‑agents
  • 2 Draft a broad durable power of attorney (avoid springing POAs) to permit gifting, trust creation, and financial acts
  • 3 Use irrevocable Medicaid trusts for asset protection while planning years ahead because of look‑back rules and estate inclusion
  • 4 Navigate Medicaid applications with the NYIA independent assessment and ADL thresholds of 2/5 with dementia, 3/5 otherwise

"Clear, well-organized overview of New York elder-law basics with practical, immediately usable tips from an experienced practitioner."

Based on transcript analysis and 27 reviews

Overview

Beginner

This course includes:

  • 1 hour on-demand video
  • Certificate of completion
  • CLE credits and reporting (if applicable)
  • Closed captions
  • Desktop & mobile access

CLE Credits

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