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
Chairperson(s)
Leslie Bigler Lindgren ~ Senior Lead Attorney, Public Law Center
Speaker(s)
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
General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.

PLI’s live and on-demand webcasts are single-user license products intended for an individual registrant only. Credit will be issued only to the individual registered.


U.S. MCLE States

Alabama:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

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New Hampshire:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.

New Jersey:  PLI’s on-demand web programs qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional on-demand web programs can be used to fulfill the requirements for New York newly admitted attorneys. Only professional practice and law practice management credits may be earned via transitional on-demand web programs. Ethics and skills credits may not be earned via on-demand web programs.

North Carolina:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

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Ohio:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Oklahoma:  PLI’s on-demand web programs qualify as “online, on-demand” credit. Attorneys are limited to 6 credits of online, on-demand programs per reporting period.

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Pennsylvania:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Puerto Rico:  PLI’s on-demand web programs qualify as “non-traditional” credit. Attorneys are limited to 8 credits of non-traditional programs per reporting period.

Rhode Island:  PLI’s on-demand web programs qualify as “on-demand” credit. Attorneys are limited to 3 on-demand credits per reporting period.

South Carolina:  PLI’s on-demand web programs qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

Tennessee:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 8 credits of distance learning per reporting period.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 10 credits of self-study per reporting period.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s on-demand web programs qualify as “pre-recorded” credit. Attorneys are limited to 8 credits of pre-recorded programs per reporting period.

Washington:  PLI’s on-demand web programs qualify as “A/V” credit. Attorneys are limited to 22.5 credits of A/V programs per reporting period.

West Virginia:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 12 credits of online instruction per reporting period.

Wisconsin:  PLI’s on-demand web programs qualify as “repeated, on-demand” credit. Attorneys are limited to 10 credits of repeated, on-demand programs per reporting period. No ethics credits can be earned via on-demand web programs.

Wyoming:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s on-demand web programs are not eligible for CPD-BC credit unless viewed with at least one other attorney or an articled student. In this case, the credit must be recorded as a “study group.”

Ontario (CPD-ON):  PLI’s on-demand web programs qualify as “recorded” credit. If viewed without a colleague, attorneys are limited to 6 credits of recorded programs per year. If viewed with at least one colleague, there is no limit to the number of credits that can be earned via recorded programs.

Quebec (CPD-QC):  PLI’s on-demand web programs can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s on-demand web programs are not approved for CPD-HK credit.

United Kingdom (CPD-UK):  PLI’s on-demand web programs can fulfill the United Kingdom’s CPD requirements.


Other Credit Types

CPE Credit (NASBA):  Select on-demand web programs qualify as “QAS Self-Study” credit. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

IRS Continuing Education (IRS-CE):  PLI’s on-demand web programs may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at cleadministrator@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s on-demand web programs may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at cleadministrator@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s on-demand web programs may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s on-demand web programs may fulfill HR credit requirements.

Compliance Certification Board (CCB):  PLI’s on-demand web programs qualify as “self-study” credit. Candidates are limited to 10 self-study credits per 12-month period, and certification holders are limited to 20 self-study credits per 2-year renewal period.

IIEI Recertification:  PLI’s on-demand web programs may qualify for the Continuing Education Units (CEUs) necessary to fulfill the Certified U.S. Export Compliance Officer® (CUSECO) continuing education requirements.

 

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