Explore Medicaid planning, trust structures, asset protection, and benefits strategies to safeguard aging clients' financial and healthcare interests.
Join us for the second part of this series on the documents your clients need in place to ensure independence and comfort as they age. Topics will include: Trusts for Means-Tested Benefits Eligibility, Benefits, Reverse Mortgage Options, Long-Term Care Insurance, Transferring the Home with Retention of a Life Estate, Pitfalls in Outright Transfers, Eleventh Hour Planning, and more!
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The NYS Academy of Trial Lawyers is the largest statewide trial bar in the US with 5,700+ lawyer and judge members. We are committed to protecting, preserving and enhancing the civil justice system. Our highly acclaimed CLE programming features extraordinary presenters covering the most timely and important topics.
Founding Attorney of Fern Finkel & Associates, PLLC
Fern J. Finkel, Esq., is the founding attorney of Fern Finkel & Associates, PLLC, where she concentrates her practice in elder law, estate planning, asset protection, benefits, special needs planning, trusts, Medicaid, and probate. She has been in private practice since 1990. Fern brings a wealth of experience and compassion to her clients. She is known for her skillful analysis of financial and personal circumstances and for providing practical planning to enable seniors and disabled clients to remain as independent as possible. Fern graduated with honors from New York University College of Business and Public Administration, in 1981. She received her Juris Doctor from Boston University School of Law in 1984. She has been recognized as a New York Super Lawyers selectee in Elder Law from 2014 to 2023.
