BarbriSFCourseDetails
  • videocam Live Webinar with Live Q&A
  • calendar_month March 4, 2026 @ 1:00 p.m. ET./10:00 a.m. PT
  • signal_cellular_alt Intermediate
  • card_travel Family Law
  • schedule 90 minutes

Aging Alone: Planning Strategies for Effective Legal, Financial, and Critical Care

Early Bird Pricing!
MSRP
$297.00
$252.45
Save $44.55

Discount expires 1/23/26

This course is $0 with these passes:

CLE
ALL
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About the Course

Introduction

This CLE webinar will examine advising "solo ager" clients; independent older adults without a spouse, partner, reliable adult children, or family supports. The panel will explore planning strategies for effective legal, financial, and critical care consistent with the client's goals when it matters most.

Description

Solo ager clients present unique incapacity planning and care coordination challenges. There may be no natural default decision-maker. Should crises arise, no one may be authorized to act. Isolation can elevate the risks of self-neglect, financial mismanagement, and exploitation. Counsel must help clients solve this agency problem and plan for critical care, financial support, housing, and more.

The panel will explore frameworks for selecting and vetting agents, using professional and nontraditional support options, designing crisis-ready medical and financial access, and reducing the likelihood of contested decision-making or court intervention. The panel will also address capacity, documentation practices, and professional responsibility issues that commonly arise in this representation.

Listen as our panel provides detailed guidance for building durable legal, financial, and care plans for solo ager clients.

Presented By

Colleen D. Bratkovich
Partner
Zacharia Brown & Bratkovich

Ms. Bratkovich is a Partner at Zacharia Brown and practices in the areas of Medicaid Planning and Eligibility, Veterans’ Benefits, Asset Protection Planning and related Estate Planning and Estate Administration issues. She is a frequent lecturer on Elder Law topics and has taught various seminars including continuing education classes for lawyers, accountants and nursing home administrators. 

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Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Wednesday, March 4, 2026

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

I. Introduction: defining the solo ager client and their risk profile

II. Intake and scoping the engagement

III. Solving the agent problem

IV. Healthcare decisionmaking

V. Financial management continuity; anti-exploitation design

VI. Housing and care planning

VII. Incapacity, disputes, and court involvement

VIII. Ethics and risk management for counsel

IX. Case studies

X. Practitioner takeaways

The panel will discuss these and other important topics:

  • Solo ager intake protocols that expose decision-maker and care gaps early
  • Agent selection, vetting, and redundancy
  • Crisis-ready medical access and communication workflows
  • Financial continuity safeguards to reduce exploitation and mismanagement risk
  • Care and housing transition planning
  • Potential ethics, confidentiality, and engagement issues