Elder Financial Abuse: Legal Considerations
Identifying, Preventing and Redressing Exploitation
Recording of a 90-minute CLE webinar with Q&A
This CLE course 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.
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?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Faculty
William P. Isele
Of Counsel
Archer
He advises healthcare entities, from individual practitioners to hospitals, long-term care facilities, and hospice... | Read More
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.
CloseIngrid M. Evans
Partner
The Evans Law Firm
She is a Board Certified Civil Trial Advocate, and was named as a Finalist for Consumer Attorney of the Year, Consumer... | Read More
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.
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