Estate sales can be an emotionally wrenching, but sometimes necessary, step in moving forward after a loved one's passing. It's an unfortunate reality, however, that estate liquidation is also an opportunity for fraud and even elder financial abuse by wrongdoers.
What options does a beneficiary have against a bad trustee? Let's say a trustee is abusing their position and not distributing funds to the beneficiary. Maybe they've frozen them out of the trust completely and are using other people's money to enrich themselves: trips to Hawaii, new cars, the whole nine yards. I've seen it before.
Focus groups in estate, trust and elder financial abuse litigation are a valuable tool in determining community attitudes to undue influence and financial abuse cases.Participant selection, presentation venue and moderator approaches all play a part in this important process of community discernment.
On Thursday, October 25th, I'll be giving a talk at the Gold River Lodge of Eskaton, one of California's top retirement communities, on how seniors can keep themselves safe from fraud and elder financial abuse. The previous talk, set for Thursday, August 30th, was rescheduled to October to make room for a larger audience. The presentation begins at 9:00 AM.
You know that something is wrong - something is just not right. How do you talk with a trust litigation attorney about trust issues when you know so little?
Stories help to define us. Who we are. Where we come from. What has happened in our lives.
On Thursday, August 30th, I'll be speaking at the Gold River Lodge of Eskaton, one of California's top retirement communities, on how seniors can protect themselves against scams and financial exploitation.
Imagine that your parents are protected from elder financial abuse.
Alzheimer's disease affects Californians on an ever greater scale, and Baby Boomers are now at risk. According to the Alzheimer's Assocation, one in eight will develop Alzheimer's disease, while one in six will develop dementia. Stunningly, only half of Alzheimer's cases in America are diagnosed. That means half of all seniors suffering from Alzheimer's aren't getting the care and protection they deserve. Non-diagnosis multiplies the dangers a patient faces, from lack of proper medical treatment to vulnerability to elder financial abuse.