Elder Financial Abuse: Legal Considerations
Identifying, Preventing and Redressing Exploitation
Recording of a 90-minute CLE webinar/teleconference with Q&A
Conducted on Tuesday, January 31, 2012
Recorded event now available
This CLE webinar will provide guidance to counsel for protecting elderly clients from financial abuse including fraud, undue influence by family, and abuse of guardianship. The panel will discuss the various types of abuse, warning signs, preventative steps and available remedies.
Description
Financial abuse of the elderly is a growing and often unreported problem impacting the full spectrum of the population throughout the United States and resulting in billions of dollars of expense in investigative, legal and healthcare costs and lost assets.
Financial exploitation comes in many forms, including fraud, undue influence by family, and abuse of guardianship, and the perpetrators are anyone from strangers to loved ones and trusted fiduciaries of the elderly.
When dealing with elder financial abuse, counsel must take precautions to protect the attorney-client privilege and client confidences.
Listen as our authoritative panel of elder law attorneys examines the types of elder financial abuse, the warning signs, and the legal ethics issues facing counsel who suspect abuse of an elderly client. The panel will also discuss the preventative measures and the remedies available.
Outline
- Types of elder abuse
- Fraud
- Scams
- Undue influence by family and trusted others
- Abuse of powers of attorney and guardianship
- Identity theft
- Medicare and Medicaid fraud
- Failure to fulfill contracted services
- Warning signs
- Ethical issues facing counsel
- Reporting the abuse
- Attorney-client privilege
- Conflicts issues
- Preventative measures
- Universal screening of clients
- Guardianship or conservatorship
- Financial counseling
- Remedies
- Banking reporting
- Criminal prosecution
- Civil and equitable remedies
Benefits
The panel will review these and other key questions:
- What practices can counsel employ to identify financial abuse of an elderly client?
- What measures can counsel take to protect elderly clients from financial abuse?
- What redress is available if an elderly clients falls victim to financial abuse?
Faculty
William P. Isele,
Of Counsel
Archer & Greiner P.C., Princeton, N.J.
He advises healthcare entities, from individual practitioners to hospitals, long-term care facilities, and hospice providers. He represents individuals and families faced with the difficult tasks related to long-term care planning and obtaining compassionate and competent end-of-life care. He is an advocate for the rights of residents of nursing homes and other long-term care enterprises.
Ingrid M. Evans,
Partner
The Evans Law Firm, San Francisco
She is a Board Certified Civil Trial Advocate, and was named as a Finalist for Consumer Attorney of the Year, Consumer Attorneys of California, 2009. Her areas of practice include elder abuse litigation, physical abuse and financial fraud; class actions including consumer fraud, insurance and banking litigation.
Ordering
Online CLE - Audio Recording
Includes audio streaming of full program plus handouts (available 24 hours after live seminar).
CLE:
Pre-approved for participatory or non-traditional/alternate format credit in: CA, HI*, NY*, WV*.
Pre-approved for self-study credit in: AK, AZ, GA, ME, MO, MT, SC, TX, VT, WA.
Upon request, also available in: CO, CT*, FL, ID, KY, LA*, NC, ND, NE, NH, NM, NV, OR*, TN, UT, WI*, WY. If you are applying for credit in one of these states, make sure to select those states when placing your order.
(*Indicates that Strafford must report attendance.)
Online CLE Audio $127.00
Available 24 hours after the live event
Recorded Event
Includes full event recording plus handouts (available after live seminar).
CLE: Pre-approved for self-study credit in: AK, AZ, CA, CT, GA, HI, ME, MO, MT, NY, SC, TX, VT, WA, WV. Upon request, self-study credit is also available in: CO, FL, ID, KY, ND, NE, NH, NM, NV, OR, UT, WI, WY. If you are applying for self-study credit in one of these states, contact Strafford CLE at 1-800-926-7926 ext. 35 or CLE@straffordpub.com.
Webinar Download (Slide Presentation with Audio) $127.00
Available three business days after the live event
DVD (Slide Presentation with Audio) $127.00
plus $9.45 S&H
Available ten business days after the live event
MP3 Download (Audio with Slide PDFs) $127.00
Available 24 hours after the live event
CD (Audio with Slide PDFs) $127.00
plus $9.45 S&H
Available ten business days after the live event
CLE on Live Webinar
Continuing Legal Education credit processing is available for an additional fee per person per state in states where webinars and teleconferences are accredited. (AL, DE, ME, OK and VA attorneys, please call 1-800-926-7926 ext. 10 for special instructions.)
This webinar is eligible for at least 1.5 general CLE credits, depending on state rules.
You may register for CLE credit processing before or after a program (application deadlines vary by state). Exception: PA and KS attorneys must pre-register for CLE (please call 1-800-926-7926 ext. 10).
CLE credits are not available for IN, OH, and PR or for NY attorneys admitted within the last 2 years.
CLE Processing $5.00
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Program Materials
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Program Materials
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CLE Credit
Strafford's live seminars qualify for CLE in every state that accredits webinars. They offer you a high quality, cost effective, and convenient CLE option, with no lost travel time or expenses.
Customer Reviews
A focused presentation offering practical information in a concise format.
Una Kang
Saiber
The speaker's practical discussions were particularly helpful.
Kenneth J. Clarkson
Sullivan, Ward, Asher & Patton
We were given simple and clear answers to complex questions, lots to work with.
Patrick R. Kelly
Glenn, Feldmann, Darby & Goodlatte
The back-and-forth between the panelists made the program easy to listen to. The slides were very well done.
Chris Kelly
Mayer Brown
I received complicated information in an uncomplicated, concise and understandable manner.
Alice Mercado
Lemons, Grundy & Eisenberg
Elder Law Advisory Board
Partner
Goldfarb Abrandt Salzman & Kutzin
Attorney
The Pollan Law Firm
Attorney
Strohschein Law Group
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