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Elder Financial Abuse Archives

Preventing Elder Financial Abuse | New FINRA Rules

FINRA Rules Elder Financial Abuse.jpgFamilies want enforceable rules to protect elders from elder financial abuse and financial exploitation. For the most part, such rules have not yet caught up with the reality of the frequency of such abuse. FINRA, the Financial Industry Regulatory Authority, is taking some significant steps to institute controls to help identify potential financial abuse of senior investors or individuals with diminished mental capacity.

Stopping Elder Financial Abuse | Interview with Steve Pomeranz

Stopping Elder Financial Abuse | Interview with Steve PomeranzThe Steve Pomeranz Show, a weekly radio program focused on smart finances, recently invited me on as a guest to discuss shielding elderly loved ones from financial exploitation and my new book, The Wolf at the Door: Undue Influence and Elder Financial Abuse. Steve Pomeranz was a knowledgeable and gracious host, and he used his expertise as a prominent wealth and investment advisor to spark a discussion on issues of elder financial abuse. Among the topics Steve and I discussed were:

Elder Financial Abuse in California | A Growing Threat to Seniors

Elder Financial Abuse in California | A Growing Threat to SeniorsOn October 18, 2017, the Elder Abuse Prevention and Prosecution Act became law. Among other things the law requires that the United States Department of Justice establish best practices for data collection on elder abuse and collection and publish data on elder abuse cases and investigations.[1] The "sense of the Senate" expresses that: "(1) elder abuse involves exploitation of potentially vulnerable individuals; (2) combatting elder abuse requires support for victims and prevention; and (3) the Senate supports a multipronged approach to prevent elder abuse, protect victims, and prosecute perpetrators of elder abuse crimes."[2]

The Wolf at the Door: Ep. 21 | Trust Litigation & the OODA Loop

The Wolf at the Door: Ep. 21 | Trust Lawsuits & the OODA LoopHello, I'm Mike Hackard. I'm the chair of Hackard Law, a law firm focusing on estate, trust and elder financial abuse litigation in California's major urban areas. I'm the author of The Wolf at The Door: Undue Influence and Elder Financial Abuse. The book is now available for order on Amazon. This is episode 21, where I briefly explain what it means to refuse to accept the given.

Financial Exploitation of Elders by Guardians and Conservators | Senate Bill 178

Elder Financial Abuse US Senate Bill 178As America ages, there is increasing focus on protecting our seniors from elder financial abuse. The federal government as well as state and local governments are creating new laws and amending old ones to expand this protection. Communities throughout our country are also addressing how seniors may be safeguarded from financial exploitation.

The Wolf at the Door: Ep. 20 | Trust Litigation Battle Plan

The Wolf at the Door Ep. 20 | Trust Litigation Battle PlanHello, I'm Mike Hackard. I'm the chair of Hackard Law, a law firm focusing on estate, trust and elder financial abuse litigation in California's major urban areas. I'm the author of The Wolf at The Door: Undue Influence and Elder Financial Abuse. The book is now available for order on Amazon. This is episode 20, where I outline the first steps in a battle plan for trust and estate lawsuits.

The Wolf at the Door: Ep. 18 | The Economics of Contingency Fees

The Wolf at the Door Ep. 18 | Economics of Contingency FeesHello, I'm Mike Hackard. I'm the chair of Hackard Law, a law firm focusing on estate, trust and elder financial abuse litigation in California's major urban areas. I'm the author of The Wolf at The Door: Undue Influence and Elder Financial Abuse. The book will come out in early autumn. This is episode 18, where I'll discuss the basic economics of contingency fees in elder financial abuse and trust lawsuits.

The Wolf at the Door: Ep. 17 | Contingency Fees in Elder Financial Abuse Lawsuits

The Wolf at the Door Ep. 17 | Contingency Fees in Elder Financial Abuse CasesHello, I'm Mike Hackard. I'm the chair of Hackard Law, a law firm focusing on estate, trust and elder financial abuse litigation in California's major urban areas. I'm the author of The Wolf at The Door: Undue Influence and Elder Financial Abuse. The book will come out in early autumn. This is episode 17, where I briefly address representing wronged trust beneficiaries and victims of elder financial abuse on a contingency fee basis.

The Wolf at the Door: Ep. 16 | Confronting Elder Financial Abuse

The Wolf at the Door: Ep. 16 | Confronting Elder Financial AbuseHello, I'm Mike Hackard. I'm the chair of Hackard Law, a law firm focusing on estate, trust and elder financial abuse litigation in California's major urban areas. I'm the author of The Wolf at The Door: Undue Influence and Elder Financial Abuse. The book will come out in early autumn. This is episode 16, where I talk about confronting a situation of elder financial abuse.

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