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.
- 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.
Graying Clients, Clear Strategies: Helping Your Clients Age With Proper Planning in Place
Date And Time:
Tuesday, May 19, 2026
1–3 PM ET | Noon–2 PM CT | 11 AM–1 PM MT | 10 AM–Noon PT
Register Now for this Free Continuing Legal Education Webinar!
Speaker:
*Fern Finkel, Esq.*
Credit:
1 credit hour in New York.
You may be able to self-apply in other states.
By:
New York State Academy of Trial Lawyers.
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