Financial Exploitation & Undue Influence by Romantic Partners, Adult Children, Paid Caregivers & Neighbors
Learn to recognize common patterns, and strategically sharpen your skill set to navigate and resolve derivative issues
- Product Number: 2220024WAU
- Publication Date: 9/28/2021
- Length: 2 Hours CLE Credit Note
- Copyright: © 2021 MCLE, Inc.
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Product Description
Product Description
Estate planners, elder lawyers and family law practitioners must be able to identify and address financial exploitation and undue influence by individuals in positions of trust when they encounter it. Learn how to handle issues that arise in the context of subsequent marriages with children from prior relationships; new romantic relationships; and sibling disputes when siblings argue over parents' assets, access to parents, and use of the assets. Get practical tips for navigating the issues that can arise with "helpful" neighbors, and with caregivers and vendors/contractors who influence for their own financial gain. Master the strategies for using elder protective services, DPOAs, and conservatorships and guardianships when concerns of influence and exploitation arise. -
Agenda
Agenda & Materials
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12:00 - 12:04 pm
Welcome and Introduction
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12:04 - 12:22 pm
Financial Exploitation & Undue Influence: View from the Care Manager's Perspective
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12:22 - 12:57 pm
Clinical Evaluations of Capacity, Types of Capacity for Various Decisions, Susceptibility to Undue Influence, Capacity for Informed Consents/Refusals
on demand video Add to CartDr. Elizabeth H. Nasser, Ph.D, Centers for Aging and Memory , Northborough
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12:57 - 1:33 pm
Statutory Law of Financial Exploitation and Case Law on Undue Influence, Substantive Standards & Procedural Strategies, Private Rights of Action, Collateral Actions
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1:33 - 1:55 pm
Evidentiary Thresholds in Capacity, What It Takes to Present A Prevailing Case, View from the Bench
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Please Note
MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.
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