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Courses/Personal, Property & Family Law/Wills & Estates

Graying Clients, Clear Strategies: Mastering the Gray Areas of Aging Law

Protecting your clients' dignity and assets with proactive legal strategies and proper planning.

Created byNYS Academy of Trial Lawyers
BeginnerUpdated Sep 30, 2026
Graying Clients, Clear Strategies: Mastering the Gray Areas of Aging Law

What You'll Learn

check_circleAnalyze the legal requirements for valid healthcare directives and financial powers of attorney in New York.
check_circleApply asset protection strategies to prevent the inadvertent disqualification of clients from means-tested public benefits.
check_circleEvaluate the risks associated with improper settlement disbursements for clients receiving Medicaid or SSI.
check_circleDistinguish between revocable and irrevocable trusts in the context of Medicaid estate recovery.
check_circleFormulate effective planning documents that minimize the need for court-ordered guardianship.

About This Course

As clients age, the legal landscape becomes increasingly complex—and rarely black and white. This comprehensive program equips attorneys with the practical tools and strategic insight needed to guide aging clients through critical planning decisions.

Topics will include:

  • Health Care Advance Directives,
  • Lifetime Financial Directives,
  • Post-Mortem Financial Directives,
  • Estate Taxes,
  • Trusts for Means-Tested Benefits Eligibility,
  • 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!

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

Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.

What Students Are Saying

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Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 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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