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Courses/Law/Will and Estate Law

Advising Aging Clients: Protecting and Planning

Learn key legal strategies for estate planning, healthcare directives, asset protection, and Medicaid planning for aging clients.

Created byNYS Academy of Trial Lawyers
BeginnerUpdated Mar 29, 2025
Advising Aging Clients: Protecting and Planning

What You'll Learn

check_circleAdvise clients on essential healthcare directives, including Health Care Proxies, Living Wills, and MOLST/POLST forms.
check_circleExplain the latest changes in Power of Attorney laws and how they impact estate planning.
check_circleImplement effective asset protection strategies using trusts, gifting, and financial directives.
check_circleNavigate Medicaid eligibility, long-term care planning, and income management strategies.

About This Course

Join us for this important update on the documents your clients need in place to ensure independence and comfort as they age. Topics will include: Health Care Advance Directives, Lifetime Financial Directives, Post-Mortem Financial Directives, and Estate Taxes at a Glance.

Topics List:

  • Health Care Directives: Health Care Proxy, Living Wills, HIPAA Authorization
  • MOLST/POLST Forms and End-of-Life Planning
  • Power of Attorney: Durable vs. Springing, New York Law Updates
  • Financial Planning: Trusts, Account Titling, and Beneficiary Designations
  • Medicaid and Long-Term Care Planning: Income and Asset Protection
  • Estate Tax Planning: Federal vs. New York Tax Exemptions
  • Guardianship and Capacity Considerations in Elder Law
  • Revocable vs. Irrevocable Trusts for Asset Management
  • Disposition of Remains: Legal Considerations and Client Wishes
  • SECURE Act 2.0 and Retirement Asset Planning for Aging Clients

Your Instructors

NYS Academy of Trial Lawyers
NYS Academy of Trial Lawyers
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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.

Fern  J. Finkel, Esq.
Fern J. Finkel, Esq.

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.

Credit Information

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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