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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: 2220024WBC
  • CLE Credits, earn up to:
    2 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
  • Faculty
  • 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

    Please Note

    MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

  • Faculty

    Chair

    Faculty

    Dr. Elizabeth H. Nasser, Centers for Aging and Memory, Northborough
    David Sadownick, LICSW, CMC, LifeCare Advocates, Newton
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