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Digital Seminar

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

Jessica Wilson, JD
5 Hours 42 Minutes
Audio and Video
Jul 23, 2021
Product Code:
Media Type:
Digital Seminar - Also available: 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.

Watch 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

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


* Credit Note - **

NOTE: Tuition includes one free CE Certificate (participant will be able to print the certificate of completion after completing the on-line post-test (80% passing score) and completing the evaluation). 

Continuing Education Information:  Listed below are the continuing education credit(s) currently available for this non-interactive self-study package. Please note, your state licensing board dictates whether self-study is 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.  

For Planning Committee disclosures, please statement above.  For speaker disclosures, please see the faculty biography.

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Social Workers - 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 self-study activity will qualify for 6.75 contact hours. Full attendance is required; no partial credits will be offered for partial attendance. 

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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 self-study activity will qualify for 6.75 contact hours. Full attendance is required; no partial credits will be offered for partial attendance.

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This self-study activity qualifies for 5.5 continuing education clock hours 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's Profile

Jessica Wilson, JD Related seminars and products

Jessica Wilson, PC

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. Jessica has no relevant financial relationships with ineligible organizations.

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

Access for Self-Study (Non-Interactive)

Access never expires for this product.


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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


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