Category: Estate Planning, Trust and Probate Law Category: Estate Planning, Trust and Probate Law (show less)

Speakers
Deena K. Zacharin
Stebner Gertler
Guadagni & Kawamoto    

Kirsten M. Fish
Needham Kepnew & Fish

Attorneys for executors, trustees, conservators, and other fiduciaries often find potential issues of financial abuse during an elder’s incapacity or during post-death administration. This may present itself as a living elder who informs her family member that she is out of money because she has been wiring money to “Publisher’s Clearinghouse” or that he has a new friend abroad, or after death when accounts are reviewed. Kirsten Fish and Deena Zacharin will discuss the possibility of obtaining redress for elderly and dependent adult clients, or their estates, in a variety of non-family financial elder abuse scenarios from caregiver theft to international scams involving huge cash withdrawals and wire transfers from financial institutions. Ms. Fish and Ms. Zacharin will share their tips and strategies and the unique challenges of this relatively new area of law, from case selection through dealing with unusual issues of client representation, pleading, arbitration, law and motion, discovery, settlement and trial.