On-Demand   On-Demand Web Programs

End-of-Life Planning for the Low-Income Client (Free)

Released on: Jul. 12, 2013
Running Time: 03:11:05

This program has expired for credit in many states. Please check the credit calculator on the right. No certificate will be issued if credit has expired in your state.

End of Life Planning is, like Death and Taxes, one of those things that can go from an easy, informative and straightforward conversation to a drawn-out nightmare if ignored. Low income and very low-income clients, unlike the average middle class client, frequently do not understand the importance of, for example, having identified caretakers for their minor children in place. They frequently resort to “no planning” or improvised planning which does not take into account that, for example, transferring the title on a car or house does not address the issue of the mortgage or other lien. Because their day-to-day issues are so difficult, they frequently have difficulty making the time, and have no money to seek professional advice, on these issues. This program will explain appropriate planning techniques for medical, financial and personal issues, while providing an understanding of the medical framework in which medical advance planning operates. The program is being presented by two legal providers who bring a wealth of experience dealing with end-of-life issues of the low-income client, as well as one medical provider who will discuss how medical advance planning is being taught today.

Lecture Topics
[Total time 03:11:05]

Segments with an asterisk (*) are available only with the purchase of the entire program.

  • Program Overview and Introductions* [00:05:45]
    Leslie Bigler Lindgren
  • Introductory Considerations [01:02:50]
    Leslie Bigler Lindgren, Anthony Chicotel
  • Advance Directives, POLST, Powers of Attorney and Working with the Medical System [01:02:40]
    Jana Broadhurst, Anthony Chicotel, Leslie Bigler Lindgren
  • Wills and Other Methods of Settling a Small Estate [00:59:50]
    Anthony Chicotel, Leslie Bigler Lindgren

Presentation Material

  • End-of-Life Planning for the Low-Income Client (PowerPoint Slides)
    Leslie Bigler Lindgren, Anthony Chicotel
  • Understanding the Four C’s of Elder Law Ethics
    American Bar Association Commission on Law and Aging
  • Letter from Thomas M. Susman to The Honorable Earl Blumenauer (April 1, 2013) and ABA Health Decisions Policies
    American Bar Association
  • Appendix 2: Advance Directive & Power of Attorney for Health Care of Fred Flintstone
    Stuart D. Zimring
  • Five Wishes
    Aging with Dignity
  • California Advance Health Care Directive
    Rebecca Sudore, Mahat Papartassee
  • Advance Health Care Directive Kit
    California Medical Association
  • Uniform Statutory Form Power of Attorney (California Probate Code Section 4401)
  • 2011 California Physician Orders for Life-Sustaining Treatment (POLST) Form
    California Emergency Medical Services Authority
  • Ethics Fast Facts
    Steven Pantilat, Kate Gregg Pradez
  • Will Drafting Checklist
    Public Law Center
  • Wills-Acknowledgment and Receipt
    Elder Law & Advocacy
  • Last Will and Testament of John Doe Template
    Elder Law & Advocacy
  • Advance Health Care Directive Questionnaire
    Public Law Center
  • Will Questionnaire
    Public Law Center
  • Información Para El Testamento
    Public Law Center
  • Appendix D: Sample Will #1 (For Small Estates)
    Public Law Center
  • Appendix E: Sample Will #2 (With Provisions for Minor Child/Children)
    Public Law Center
  • Appendix F: Sample Declaration/Affidavit
    Public Law Center
  • Appendix G: Nomination of Guardian Form
    Public Law Center
  • Appendix H: Caregiver’s Affidavit
    Public Law Center
Leslie Bigler Lindgren ~ Senior Lead Attorney, Public Law Center
Jana Broadhurst ~ Medical Scientist Training Program (M.D.-Ph.D.), University of California, San Francisco
Anthony Chicotel ~ Staff Attorney, California Advocates for Nursing Home Reform

PLI makes every effort to accredit its On-Demand Web Programs and Segments.  Please check the Credit Information box to the right of each product description for credit information specific to your state.

Have credit questions? Visit PLI's Credit FAQ page.

On-Demand Web Programs and Segments
 are approved in:

Alabama1, Alaska, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho*, Illinois , Iowa2*, Kansas, Kentucky*, Louisiana, Maine*, Mississippi, Missouri3, Montana, Nebraska, Nevada, New Hampshire4, New Jersey, New Mexico5, New York6,  North Carolina7, North Dakota, Ohio8, Oklahoma9, Oregon*, Pennsylvania10, Rhode Island11, South Carolina, Tennessee12, Texas, Utah, Vermont, Virginia13, Washington, West Virginia, Wisconsin14 and Wyoming*.

Iowa, Mississippi, Oklahoma, and Wisconsin DO NOT approve Audio Only On-Demand Web Programs.

Please Note: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. PLI programs may qualify for credit based on the requirements outlined in the MCLE Regulations and Ariz. R. Sup. Ct. Rule 45.

*PLI will apply for credit upon request. Louisiana and New Hampshire: PLI will apply for credit upon request for audio-only on-demand web programs.

1Alabama: Approval of all web based programs is limited to a maximum of 6.0 credits.


2Iowa:  The approval is for one year from recorded date. Does not approve of Audio-only On-Demand Webcasts.

3Missouri:  On-demand web programs are restricted to six hours of self-study credit per year.  Self-study may not be used to satisfy the ethics requirements.  Self-study can not be used for carryover credit.


4New Hamphsire:  The approval is for three years from recorded date.

5New Mexico:  On-Demand web programs are restricted to 4.0 self-study credits per year. 

6New York:  Newly admitted attorneys may not take non-traditional course formats such as on-demand Web Programs or live Webcasts for CLE credit. Newly admitted attorneys not practicing law in the United States, however, may earn 12 transitional credits in non-traditional formats. 

7North Carolina:  A maximum of 4 credits per reporting period may be earned by participating in on-demand web programs. 

8Ohio:  To confirm that the web program has been approved, please refer to the list of Ohio’s Approved Self Study Activities at http://www.sconet.state.oh.us.  Online programs are considered self-study.  Ohio attorneys have a 6 credit self-study limit per compliance period.  The Ohio CLE Board states that attorneys must have a 100% success rate in clicking on timestamps to receive ANY CLE credit for an online program.

9Oklahoma:  Up to 6 credits may be earned each year through computer-based or technology-based legal education programs.

10Pennsylvania:  PA attorneys may only receive a maximum of four (4) hours of distance learning credit per compliance period. All distance learning programs must be a minimum of 1 full hour.

11Rhode Island:  Audio Only On-Demand Web Programs are not approved for credit.  On-Demand Web Programs must have an audio and video component.

12Tennessee:  The approval is for the calendar year in which the live program was presented.

13Virginia: All distance learning courses are to be done in an educational setting, free from distractions.

14Wisconsin: Ethics credit is not allowed.  The ethics portion of the program will be approved for general credit.  There is a 10 credit limit for on-demand web programs during every 2-year reporting period.  Does not approve of Audio-only On-Demand Webcasts.

Running time and CLE credit hours are not necessarily the same. Please be aware that many states do not permit credit for luncheon and keynote speakers.

If you have already received credit for attending some or the entire program, please be aware that state administrators do not permit you to accrue additional credit for repeat viewing even if an additional credit certificate is subsequently issued.

Note that some states limit the number of credit hours attorneys may claim for online CLE activities, and state rules vary with regard to whether online CLE activities qualify for participatory or self-study credits. For more information, call Customer Service (800) 260-4PLI (4754) or e-mail info@pli.edu.

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