This program is no longer active, however there are other versions of this program in which you may be interested.

New York Elder Law 2021: The Complete Guide to Legal, Financial and Care Needs of Geriatric Patients, 7/23/2021 12:00:00 AM CDT, Digital Seminar More info »
New York Elder Law 2021: The Complete Guide to Legal, Financial and Care Needs of Geriatric Patients, 7/23/2021 12:00:00 AM CDT, DVD More info »
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Live Webinar

New York Elder Law 2021: The Complete Guide to Legal, Financial and Care Needs of Geriatric Patients

Jessica Wilson, JD
Full Day
Audio and Video
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Live Webinar - Also available: Digital Seminar | DVD


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You’re on the front lines with elderly patients and their families.

And you want to feel confident in your ability to provide the best advice and support regarding benefits, appropriate services, and options to access health care in New York.

But the confusing landscape of legal and financial issues is constantly changing. If you don’t stay up to date you could give incorrect guidance or fail to refer clients to the proper resources, costing them the assistance they so desperately need.

Jessica Wilson, JD knows how puzzling the regulatory maze can be. But as an attorney concentrating her practice on the legal issues facing older adults and their families, she’s an expert in elder law and estate planning.

Join Attorney Wilson for this one-day training as she shares critical information and updates on both common and complex issues related to:

  • Medicaid eligibility
  • Difference between Medicare and Medicaid
  • Advance Directives: Health Care Proxy, Living Will
  • Guardianship Proceedings
  • Elder Abuse
  • New York’s New Power of Attorney Law

Sign up today, get the most current information, and feel confident in your ability to provide the advice and support your elderly patients need!



NOTE: Tuition includes one free CE Certificate (participant will be able to print the certificate of completion after completing and passing the on-line post-test evaluation). 

Continuing Education Information: Listed below are the continuing education credit(s) currently available for this live interactive webcast. This webcast is a broadcast of a live event. You will be able to type questions to the speaker. The speaker will see the questions and address them during the presentation as time allows. Please note, your state licensing board dictates whether web based activities are an acceptable form of continuing education. Please refer to your state rules and regulations. If your profession is not listed, please contact your licensing board to determine your continuing education requirements and check for reciprocal approval. For other credit inquiries not specified below, please contact or 800-844-8260 before the event.

Materials that are included in this course may include interventions and modalities that are beyond the authorized practice of your profession.  As a licensed professional, you are responsible for reviewing the scope of practice, including activities that are defined in law as beyond the boundaries of practice in accordance with and in compliance with your profession's standards.

All members of the PESI, Inc. planning committee have provided disclosures of financial relationships with ineligible organizations and any relevant non-financial relationships prior to planning content for this activity. None of the committee members had relevant financial relationships with ineligible companies or other potentially biasing relationships to disclose to learners.  For speaker disclosures, please see the faculty biography.

CE Information is based on 100% attendance.

Case Managers

This program has been pre-approved by The Commission for Case Manager Certification to provide continuing education credit to CCM® board certified case managers. The course is approved for 6.25 CE contact hour(s).

New York Counselors

PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Mental Health Counselors. #MHC-0033. This activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance

Nurses, Nurse Practitioners, and Clinical Nurse Specialists

PESI, Inc. is accredited as a provider of nursing continuing professional development by the American Nurses Credentialing Center’s Commission on Accreditation. Nurses in full attendance will earn 6.25 contact hours. Partial contact hours will be awarded for partial attendance.

Nursing Home Administrators

This educational offering has been reviewed by the National Continuing Education Review Service (NCERS) of the National Association of Long Term Care Administrator Boards (NAB) and approved for 6.25 clock hours and 6.25 participant hours. Full attendance is required; no partial credits will be offered for partial attendance.

New York Psychologists

PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0014. This activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance.

Social Workers

PESI, Inc., #1062, is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. PESI, Inc. maintains responsibility for this course. ACE provider approval period: January 27, 2020 - January 27, 2023. Social Workers completing this course receive 6.25 Clinical continuing education credits. Course Level: Intermediate. Full attendance is required; no partial credits will be offered for partial attendance. A certificate of attendance will be awarded at the end of the program to social workers who complete the program evaluation.

New York Social Workers

PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0008. This activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance. 

Other Professions

This activity qualifies for 380 continuing education minutes as required by many national, state and local licensing boards and professional organizations. Save your activity advertisement and certificate of completion, and contact your own board or organization for specific requirements. 



Jessica Wilson, JD Related seminars and products

Jessica Wilson, J.D., is an attorney who concentrates her legal practice in estate planning, probate and elder law. Attorney Wilson helps clients unravel their complicated feelings toward death, aging and inheritance so they can put together a comprehensive estate plan. As an advocate for the elderly and their families, she handles a wide range of legal matters including long term care planning, guardianship, Medicaid and issues related to healthcare.

Attorney Wilson earned her J.D. degree from Lewis & Clark School of Law and is a member of the Kings County and New York County bar associations, the Part 36 Guardianship Panel, and the National Academy of Elder Law Attorneys.

Speaker Disclosures:
Financial: Jessica Wilson is the founder of the Law Office of Jessica Wilson, PC. She receives a speaking honorarium from PESI, Inc.
Non-financial: Jessica Wilson is a member of the National Academy of Elder Law Attorneys (NAELA); the New York City Bar Association; and the Brooklyn Bar Association.

Additional Info

Program Information

Access Period for Live Webcast

For live CE credit, you must watch the live webcast in its entirety at its scheduled time and complete the CE quiz and evaluation within one week. You will have access for 90 days after the program for review.

Webcast Schedule

Please note: There will be a 70-minute lunch and two 15-minute breaks; one in the morning and one in the afternoon. Lunch and break times will be announced by the speaker and at their discretion. A more detailed schedule is available upon request.


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  1. Investigate how Medicaid planning can help elderly people qualify for Medicaid home-care and nursing-home benefits.
  2. Analyze pitfalls in preparing and submitting Medicaid applications.
  3. Evaluate the role of advance directives in legally and ethically ascertaining patients’ preferences for care and ensuring their wishes are carried out.
  4. Determine how a Healthcare Proxy can be utilized to empower another person to make decisions in the event someone is unable to make or communicate decisions about their own medical care.
  5. Investigate Medicaid Waiver Programs for disabled individuals under 65 years of age.
  6. Evaluate your responsibilities as a mandatory reporter when you have suspicions of elder abuse.


What You Need to Know About Legal Capacity
  • Circumstances where an Article 81 Guardianship is needed
  • When should a nursing home bring a guardianship?
  • The rights of the Alleged Incapacitated Person (AIP)
  • Knowing your role: the petitioner, court evaluator, counsel to AIP and the judge
  • Guardianship of the person and the property
  • Turnover proceedings: Protecting seniors from financial abuse
Why Everyone Needs Advance Directives
  • Can a senior diagnosed with dementia or Alzheimer’s draft advanced directives?
  • New York’s New Durable Power of Attorney – goes into effect June 13, 2021
  • An agent’s fiduciary obligations Under POA
  • Health Care Proxy
  • Living Wills
  • DNR
Special Needs Patients
  • How to protect a special needs child
  • Supplemental Needs Trusts for disabled individuals under 65 years old
  • Medicaid Waiver Program: Office for People with Developmental Disabilities (OPWDD) and Traumatic Brain Injury (TBI)
Elder Abuse, Neglect and Exploitation
  • Types & signs of elder abuse
  • Prevention
  • Protective placement
  • Mandatory reporting
Medicaid Payment for Long-Term Care:
Qualifying for Benefits and What to Watch For
  • Care at home & facilities
  • What about assisted living facilities?
  • Basic eligibility rules: Individuals & Couples
  • Pooled Income Trust
  • Treatment of certain assets: Home, retirement accounts, trusts
  • Exempt transfers
  • Gifts: Penalty periods
  • Application process
  • Estate recovery
New Developments in Community Medicaid
  • What changed on October 1, 2020 in NYS?
  • New Community Medicaid Lookback Period
  • Change in assessment process
  • Spousal refusal: Safe for now

Target Audience

  • Social Workers
  • Psychologists
  • Nursing Home Administrators
  • Nurses
  • Nurse Practitioners
  • Counselors
  • Admissions Directors
  • Case Managers
  • Discharge Planners
  • Health Care Facilities
  • Patient Care Coordinators


Satisfaction Guarantee
Your satisfaction is our goal and our guarantee. Concerns should be addressed to: PO Box 1000, Eau Claire, WI 54702-1000 or call 1-800-844-8260.

ADA Needs
We would be happy to accommodate your ADA needs; please call our Customer Service Department for more information at 1-800-844-8260.

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