Recently Michael Hackard spoke with Kathryn Zox, known as "your social worker with a microphone," the host of the Kathryn Zox Show. We're grateful to Kathryn for covering such pressing issues like undue influence and elder financial abuse. Here's the interview below:
When the ancient conqueror Alexander the Great was making his way through Asia, he confronted a special challenge: the Gordian Knot. Whoever loosed the enormous, tangled knot, legend held, would rule an empire. Alexander struggled to untie the knot, but couldn't make progress. Then, frustrated, he took out his sword and swiftly chopped it in half.
It's three years since we posted our first video. We're told by many people that the videos are of enormous help. We're glad.
Did your interest in a trust evaporate because of the actions of a caregiver who unduly influenced your parent, grandparent, aunt or uncle? It happens and, in our experience, it happens with some frequency. And, once challenged, it is also our experience that a wrongdoing caregiver treats an elder's natural heirs with irritation and contempt.
Even today, almost 12 years after she died, you only have to say the words "Queen of Mean" to know we're talking about the late billionaire heiress, Leona Helmsley.
Last week I was honored to deliver a presentation to the Sacramento chapter of the California Association of Licensed Investigators (CALI). The topic was an important and timely one - how to spot elder financial abuse.