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February 2018 Archives

We Know What Comes Next | CA Elder Financial Abuse

Elder Financial Abuse Litigation in California.jpgRiverside; Los Angeles; San Diego; Alameda; Sacramento; on and on: In California elder financial abuse has become so familiar that it seems to follow the same script.

Talkin' About a Revolution | California Elder Financial Abuse

Stand Up Against Elder Financial Abuse.jpgIt's 1988 and Tracy Chapman's anthem "Talkin' About a Revolution" is released. The song receives heavy play immediately after its release and in subsequent times of social upheaval. It becomes the unofficial theme for Bernie Sanders' 2016 presidential campaign.

When Do You Need a Santa Clara Trust Litigation Lawyer?

Santa Clara Trust Litigation AttorneyTrusts are an extremely common way for people to transfer assets to others at the ends of their lives, and it is easy to understand why. When a person uses a will to dispose of assets, the estate must go through a process known as probate, which can prove long and complicated, and cost the estate a significant amount of money in fees. On the other hand, using a trust to transfer assets to beneficiaries avoids probate, as the transfer takes place immediately on the occurrence of some specified event.

Elder Financial Abuse, Estates & Stepmothers | The Street

Stepmothers and Elder Financial Abuse.jpgIt's heartwarming that several of America's major online financial media networks have quoted from my book, The Wolf at the Door: Undue Influence and Elder Financial Abuse. The latest story comes from TheStreet.com, one of our country's leading online financial websites. Brian O'Connell, a business/finance writer, who regularly covers business news and trends, particularly in the financial, health, internet and technology sectors, wrote an interesting article, "My Stepmother Stole My Inheritance."

Safeguarding Elders from Financial Abuse | Drew Mariani of Relevant Radio

Drew Mariani Interview Elder Financial Abuse.jpgI was pleased yesterday to join Drew Mariani of Relevant Radio, part of America's largest Catholic radio network, for a discussion on my book The Wolf at the Door: Undue Influence and Elder Financial Abuse. We covered the basic points of how to safeguard elderly family members from exploitation, a challenge that will only grow in the years ahead as more and more Baby Boomers become senior citizens. That paves the way for the greatest generational transfer of wealth - an estimated $30 trillion - we've ever seen.

Common Signs of Elder Financial Abuse | Estate & Trust Lawsuits

Elder Financial Abuse Common Signs.jpgWhen most people think about elder abuse, they tend to picture a scenario in which an older adult suffers physically or emotionally abuse by family members or caregivers. While it is certainly true that this type of abuse takes place on a regular basis, elder abuse can also take the form of financial abuse. Financial elder abuse can in a wide variety of ways and people known or unknown to the victim can perpetrate it. What all cases of financial elder abuse share, however, is the financial exploitation of some of the most vulnerable members of our society.

Too Good to Be True | Estate Delusions of Grandeur

Delusions of Grandeur Estate Litigation.jpgIt's fun for me to reflect upon some of the funny things and experiences that I've encountered over the years. My memory of some real-world events only permits to share the essence of the experiences. I've changed identifying details to protect both privacy and attorney client confidences. Given the changes, any resemblance to persons living or dead is entirely coincidental and unintentional.

Interview with Steve Pomeranz | How to Detect Elder Financial Abuse

Steve Pomeranz Interview | Detecting Elder Financial Abuse.jpgI was recently welcomed back as a guest on The Steve Pomeranz Show, hosted by nationally recognized investment advisor Steve Pomeranz. Steve has made his program a fantastic resource for wealth planning, financial literacy, and smart allocation of assets in a volatile economy. It's therefore an honor to return to Steve's show and discuss a serious danger to seniors: elder financial abuse and undue influence.

Michael Hackard on MarketWatch | Elder Financial Abuse

Michael Hackard on MarketWatch | Elder Financial AbuseIt's a privilege to have a chapter from my book, The Wolf at the Door: Undue Influence and Elder Financial Abuse, featured in The Wall Street Journal's financial newswire MarketWatch. The chapter concerns a phenomenon I've encountered frequently in estate and trust lawsuits: conflicts between stepmothers and the natural children of a decedent over property and assets. The chances of a dispute rise dramatically when a stepmother's vision for the future of a family trust is at odds with what her husband originally intended for his children from his previous marriage.

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