Showing posts with label Seminar. Show all posts
Showing posts with label Seminar. Show all posts

Monday, April 28, 2025

Scammer faces 20 years in exploitation case

By Kurt Hildebrand 

A man who admitted to exploiting a 93-year-old Minden resident to the tune of $90,375 by claiming to be a law enforcement officer admitted to one count of exploitation of an elderly person on Tuesday.

Ming Long Chen, 46, has been in custody since Sept. 9, 2024.

Chen faces a maximum of 20 years in prison and a $25,000 fine at his June 24 sentencing.

Chen, who has an immigration hold, required a Mandarin translator to work on his plea agreement and canvass on Tuesday.

District Judge Tod Young pointed out there wasn’t a certificate of translation to the Chinese portion of the plea agreement.

Defense attorney Joey Gilbert assured the judge that Chen went through it with an attorney fluent in Chinese located in Los Angeles.

Prosecutor Jim Sibley said he expects there will be witness testimony at the sentencing, which prompted Young to tell counsel the sentencing date is firm.

A $50,000 warrant has been issued for a woman arrested in January involved in a similar crime.

Zhu Ping Ge, 39, of San Gabriel, Calif., failed to appear in East Fork Justice Court on April 22. Her attorney had filed paperwork for her to appear virtually.

Arrested with Ge, Cindy Yaohua Guo, 43, is scheduled to appear with her attorney Justin Oakes on May 7.

The two women are accused of attempting to pick up $18,000 cash from a Gardnerville Ranchos resident in a subscription scam.

They are charged with felony exploitation of an elderly person, conspiracy and principal to theft.

Both crimes began as contacts online, something that the Douglas County Sheriff’s Office alerted residents to earlier this week.

Carson Valley United Methodist Church hosted a Senior Fraud Protection seminar conducted by Douglas County Sheriff’s Sgt. John George on April 10.

The Douglas County Republican Women are hosting a cybersecurity seminar 3-5 p.m. May 19 at Valley Christian Fellowship in Minden. Douglas County Sheriff Dan Coverley is the keynote speaker along with State Chief Information Officer Timothy Galluzi and Digital Evidence Expert Robert Petrachek.

The speakers will talk about the latest hacking techniques targeting people’s identity, email, and bank accounts. They will also discuss the advancements and ethical concerns of artificial intelligence.

Cost is $10 per person and light refreshments will be served. Email DCRWrsvp@gmail.com for reservations.

Full Article & Source:
Scammer faces 20 years in exploitation case

Saturday, February 1, 2025

Put Something Back Pro Bono Project trains lawyers to tackle probate and guardianship cases

Dade Legal Aid’s Put Something Back Pro Bono Project recently held its annual probate pro bono recruitment seminar, “You Be the Judge for Newbies and Pros,” in partnership with the Miami-Dade Bar Probate and Guardianship Committee and Young Lawyers Section.

The seminar offered insight and training for staff and pro bono attorneys, engaging participants to analyze real probate and guardianship case scenarios and collaborate with the experts, while stepping into the role of judge. The seminar was free for all attorneys who agreed to accept a probate or guardianship case from Put Something Back Pro Bono Project in Miami.

Eleventh Judicial Circuit Chief Judge Nushin Sayfie and Administrative Judge Yvonne Colodny of the Probate Division underscored the importance of pro bono services and commended lawyers for handling pro bono cases.

“Navigating the complications of an aging loved one is very challenging and in today’s world a lawyer has become a luxury that not all people can afford,” Chief Judge Sayfie said. “More than ever, we need lawyers to provide pro bono services so that our courts can continue to deliver justice to all. The judges and magistrates of the 11th Judicial Circuit Probate Division are so grateful to Put Something Back and to the lawyers of Miami-Dade County for their ongoing commitment to pro bono.”

The event was moderated by Dale Noll of Akerman, chair of the Miami Dade Bar Probate and Guardianship Committee. Noll and Mark Brown, managing attorney for Dade Legal Aid/Put Something Back, introduced the panel of speakers that included Luis E. Barreto, Danielle Birman, Lotoya K. Brown, Rose Edelman, Kristen Feuer, Elizabeth M. Hughes, Michael Julian, and Stacy Rubel.

Featured presentations included Trust and Estate Litigation, Fiduciary Litigation, Demand Letters, Court-Appointed Lawyers in Determinations of Incapacity, Interested Persons, Foster Youth Guardianships, Ethics and Professionalism, The Anatomy of a Pro Bono Case, and No-fault Removals.

To accept a pro bono case or for more information, contact Lotoya Brown at Lbrown@dadelegalaid.org or visit www.dadelegalaid.org.

Full Article & Source:
Put Something Back Pro Bono Project trains lawyers to tackle probate and guardianship cases

Sunday, April 22, 2018

Agewise: Knowing who to trust

Q: With all of the scams out there today, I’m afraid to give away any personal information. I don’t know who to trust. How do I know when someone is trying to take advantage of me?
C.A.

Answer: Although anyone can be the target of a scam, older adults 50+ are more likely to be the victims of fraud or identity theft.

The reasons for this could be numerous. Many of today’s elderly were brought up to be more positive and trusting of one another, which may make them an easier target. Often, an elder who doesn’t want to be viewed as helpless by their family or caretakers will keep quiet about things that trouble them. These things and other circumstances put older adults in our community at risk, and while the government can do some things to enforce laws against scammers, protecting our personal information often comes down to our own vigilance. Here are some general tips to protect you or an elderly loved one:

1. Be informed about common scams, like landline phone scams. One great resource is StopFraud.gov, a website operated by the Financial Fraud Enforcement Task Force with tips and information for elders and their caregivers.

2. Keep an eye on financial activity. If you or your loved one are online, many email scams involve sending money or providing credit card information, so keeping tabs on your relative’s financials can help you spot any potential fraud as it happens. Operate by the rule, “If it seems too good to be true, it probably is.”

3. Sign up for identity fraud theft protection, which provides real-time monitoring of financials and makes restoration after a theft attempt much less of a panic.

4. Make sure caregivers are trustworthy. Unfortunately, identity theft is not always committed by strangers. If you are the adult child of a senior who needs care, be on the lookout for suspicious behavior and make sure documents and other items containing personal and financial information are locked away where they cannot be easily accessed.

One way to protect yourself or a loved one from predators is to learn the latest tricks that are being used to steal your money. Fraud and Identity Theft: Protecting Yourself from Con Artists is a free seminar being hosted by the public library in Clemmons. The class will be taught by Glenn Kirk of Summit Credit Union. He is a frequent presenter of seminars for businesses and associations all across North Carolina. He has also appeared on WFMY TV as a resource for banking and financial items of interest.

In this class, you will learn how to protect your Social Security card and your identity from being stolen. Other topics covered include email fraud and phone scams, recovering from ID theft, and what to do when your bank or the IRS calls. The class will be held in the Clemmons library auditorium on April 23 at 3:30 p.m., and is part of Money Smart Week at the library. The same class is being held at the Kernersville Branch Library on April 24 at 2 p.m.

Q: How much should I really be preparing for end-of-life expenses?
 
B.T.

Answer: We plan for so many things in our life, from college to having kids. Something we don’t plan for, or just don’t want to think about, is the care that we may need later in life.

Every adult is at risk of being unable to make health care decisions. Meaningful conversations with your loved ones about what you value in your personal health care will lead to higher quality care and much less stress for your family when a health care crisis arises.

April 16 is National Healthcare Decisions Day (NHDD). Each year, this day focuses on the education and awareness of health care decision planning. NHDD is a great time to think about creating your own advance health care plan. An advance health care directive is the document that helps an adult name someone to make health care decisions when the person cannot do so. In addition to creating planning documents, this is a good time to think and talk about the different kinds of health care and treatment one wants and does not want.

The Hospice Care Center provides Advance Care Planning Workshops every Tuesday at different locations that serve 13 counties, providing the opportunity to learn about the living will and health care power of attorney. In Winston-Salem, that workshop takes place on the first Tuesday of every month at 1 p.m. in the Hospice & Palliative Care Center. You can also schedule a walk-in consultation or get your questions answered by calling 336-768-6157, ext. 1622 or 704-637-7645. While donations are welcome, these services are provided at no cost to you.

The National Center on Law and Elder Rights (NCLER) provides free case consultation assistance for attorneys and professionals seeking more information to help older adults. Topics include: Advance Planning, Elder Abuse, Guardianship, Health/LTSS, Economic Security, Supported Decision-Making, Consumer Protection, and Housing. Please contact ConsultNCLER@acl.hhs.gov for assistance.

Full Article & Source: 
Agewise: Knowing who to trust

Tuesday, January 9, 2018

Henry County PD’s identity fraud seminar a success

Detectives Melinda Gleason and Shamesa Hunter leading seminar
McDONOUGH — The Henry County Police Department held a seminar last week to educate Henry citizens on how to protect themselves from identity fraud, scams and financial exploitation.

The seminar was led by the Financial Crimes Unit of the department’s Criminal Investigation Division and hosted by Detectives Melinda Gleason and Shamesa Hunter.

“This seminar informed citizens of Henry County how to prevent themselves and their families from becoming victims of identity fraud, awareness of various scams, and elderly financial exploitation information,” Gleason said in a press release. “The seminar was well received by those in attendance.”

Guest speakers included David Blake, forensic specialist with the Georgia Department of Human Resources in the Division of Aging Services, Crystal McPherson, manager of community relations for the Henry County Better Business Bureau, and U.S. Postal Inspector Clifton Bell.

“The Henry County Police Department Financial Crimes Unit plans on offering this seminar again in 2018,” Gleason said.

Full Article & Source: 
Henry County PD’s identity fraud seminar a success

Monday, February 15, 2016

How to talk to people with Alzheimer's


Expect to say "I'm sorry" a lot if you decide to try one of the trendier ways to communicate with people who have Alzheimer's.

There was a time when caregivers tried orienting people with dementia to reality. That often feels like the natural thing to do. "No, Mom, I actually did tell you that. Like, five times."

But at Daylesford Crossing, an assisted-living facility in Paoli, workers are more likely to just go with it if a resident has some strange ideas.

Let's say Mom or Grandma is furiously accusing her neighbor of stealing something. Your first impulse may be to defend the neighbor, but that would just make things worse, said Kathleen Douglass, administrator and dementia specialist at Sage Senior Living, which opened Daylesford five months ago.

"I'm sorry that happened to you," is a better answer, she said. Then you can show you've heard the emotion. "You seem really angry. I would be angry too if that happened."

It's time to give up thinking your truth and rationality will change the mind of someone with dementia. "She's never going to be able to process that again," Douglass said. "She's in brain failure."

Teepa Snow, originator of this "positive approach to care," was in Daylesford this month to train about 50 staffers from Sage facilities and some family members in her principles. A Pittsburgh native who moved to North Carolina 45 years ago and who has a Southern accent to show for it, Snow demonstrated how brain damage from dementia affects behavior and offered hands-on tips to help caregivers fill in the gaps.

Her message: The more the person with dementia loses his brain, the more those around him have to use theirs.

Snow's goal is to help caregivers make use of what's still working in the brain and compensate for what isn't. "Instead of focusing on the hole, we need to be looking at the doughnut," she said.

Krista McKay, director of programs and services for the Alzheimer's Association Delaware Valley chapter, said Snow is among a group of dementia experts who espouse a more person-centered philosophy - look at the person, not the disease. The approach, which the association has endorsed for years, has been slow to take off but is gaining traction.

"I would say that it's taking root in a lot of ways, the care philosophy," she said. "The issue at hand is whether it's being applied."

Older approaches, she said, make it a priority to feed residents three meals a day, dress them appropriately, and take care of their toileting needs. The new one, which requires more staff, places greater emphasis on personal relationships, reminiscence, and activities that draw out what a patient still cares about. "We have to go with that person along their journey as opposed to bringing them back," she said.

Douglass added that the old approach relied more heavily on using medication to address problem behaviors. That's less likely to be necessary when people's needs are being met.

With the aid of pictures that showed how the brain atrophies during dementia, Snow, an occupational therapist, explained why these patients are often frightened or resistant.

Their hearing may be fine, but they can't make sense of the words, so speaking more loudly only startles or annoys them.

Their visual field narrows considerably, especially when they are frightened. A 20-year-old's peripheral vision can detect his moving fingers if he stretches his hands straight out to the side, but someone in the midstage of dementia can see only between two arms thrust straight forward. That means it's easy for someone with dementia to think you're sneaking up on him. If you stand right in front of him, you're blocking his full visual field, which can feel threatening. It's best to greet from a distance and then approach from the side.

Later in the course of the disease, the brain begins using visual messages from only one eye, throwing depth perception way off and increasing the risk of falling.

Because of damage to the frontal lobe, people with dementia often have trouble initiating an action, such as picking up a fork to eat. If you help them start, they may be able to keep going.

Snow said people with dementia lose the ability to use and understand complex speech. Long after that's gone, they may retain their sense of rhythm, the ability to dance and sing, and to make chitchat. These can be paths to happy experiences and they're a lot healthier than a common source of a quick high: sugar.

Dementia patients also still remember swear words and racial slurs - Snow said they're housed in a different part of the brain from complex language - and they use them. Another thing that isn't working is the brain's brake.

A high-energy presenter with a flair for the dramatic, Snow convincingly modeled different neurological deficits. She drew knowing looks from people in the audience who had no trouble thinking of specific residents she resembled. Most often, she was a shuffling, hunched, cantankerous woman who took offense quickly or did inappropriate things like fondling the shiny bald head of one worker and swearing prodigiously.

In one common scenario, she played a woman who pitched a fit when a worker tried to bring a new woman to her table in the cafeteria. Then Snow explained what this queen bee of the table might have been like. Before she got sick, she likely was an introvert who was always in control. Introverts, she said, are territorial.

The worker should have come to her before lunch and said, "I have a huge favor to ask of you." She would describe how this new person needed a place to sit and needed to be with someone skillful. "What do you think?"

At that point, the queen bee likely would volunteer to accept the new resident, but, because of her memory problems, that's not the end of it. Before the meal started, the worker would need to bring the new resident directly to the woman for the first introduction before actually showing her a chair.

Then there's the guy who complains that his table never gets served first. Even though the facility goes out of its way to make sure every table is served first sometimes, the important thing is what he thinks. The facts, which he can't remember or understand, won't sway him.

"I'm so sorry," Snow would tell him. "That's not all right. That shouldn't be happening. I'm so sorry. You're not getting served first, ever?"

Then she said that, unless there are two tables with people who really care about when they're served, it's OK just to serve that guy's table first.

One of her most counterintuitive examples was of a woman who shuffled up to a worker saying, "I need something."

"What do you need?" the worker asked helpfully. First mistake. The woman didn't know and that forced her to admit it. She struggled to find the words to describe what she was looking for.

The worker tried to comfort her. "It's OK," she said soothingly. Second mistake. It wasn't OK. This woman used to be a teacher and it was not OK at all with her that she couldn't find the words to say what she wanted.

Snow started again with Carla Bennett, a resident assistant with long experience in caring for the elderly. Bennett had to try multiple times before she could get past the habit of asking the woman what she needed. Finally, she did what Snow suggested. She repeated what the woman had said.

"You need something." Then, "Tell me more about it."

Snow's character struggled some more, saying, "I need my white and my black that I have first."

"Can you show me what you do with it?" Bennett asked. Finally, she steered the woman toward the coffee.

Bennett, who has been at Daylesford since it opened, said the program gave her a much clearer understanding of how Snow's philosophy works. "It's like she's moving all the old furniture out of your mind," she said.

Janet Haufler of Newtown Square went to the workshop to learn more about interacting with her 84-year-old mother, who moved into Daylesford Crossing after a bad experience at another facility. She said her mother was doing much better now.

"She became more engaged. She's able to speak more. She's able to move more," she said. "She's much happier."

Full Article & Source:
How to talk to people with Alzheimer's

Sunday, October 4, 2015

Experts offer tips on how older residents can protect themselves from financial exploitation


KPLC 7 News, Lake Charles, Louisiana
It happens too often — elderly residents being targeted by people they trust.

Last week, 42-year-old Mark Eldridge was accused of stealing around $4,000 from an elderly man who trusted Eldridge with his finances, even giving him power of attorney. The loss of the money led to the foreclosure of victim's home.

"I believe this guy saw this elderly gentleman; he was vulnerable, took advantage of him; cleaned him out," said LaWanda Gibson, managing attorney for Acadiana Legal Services. She works closely with the Calcasieu Council on Aging and speaks with elderly residents several times a week who fall victim to the same thing.

Calcasieu Parish Sheriff Tony Mancuso said his office hears about these incidents daily. He advised seniors to be careful when choosing someone to handle their financial responsibilities.

"You have to pick somebody that you trust and they have to have a clear understanding of what your goals are and your objectives are about how you want them to spend your money," said Mancuso.

Gibson said there are three major signs elderly residents need to look out for with financial exploitation.

"Check your bank statements. If there's a withdrawal out your account that you're not aware about, follow up on it. If you're getting calls from bill collectors you're not familiar with, if you're getting credit cards that you did not apply for," said Gibson.

"There's always a way to put in some checks and balances. The best way is to have more than one person who have no affiliation with each other to check the other one's work," said Mancuso.

If you believe you may be a victim of financial exploitation, contact law enforcement.

"A predator can be a family member; it can be a stranger. If they find a vulnerable spot, they're going to take advantage of it," said Gibson.

The Calcasieu Parish Sheriff's Office is hosting a safety for seniors seminar. The seminar is free for all seniors ages 55 or older who are interested in their personal and financial safety. It will be held 9 a.m.-11:30 a.m.Wednesday, Oct.  28 at the Calcasieu Parish Sheriff's Office, in the John Scott Doyle Building, at 5400 East Broad Street.

The seminar will feature presentations on personal protection, identity theft, how to avoid being a victim of fraud, and  ho to be prepared. Call 337-491-3737 to RSVP.

Full Article & Source:
Experts offer tips on how older residents can protect themselves from financial exploitation

Wednesday, July 1, 2015

The Vegas Voice Guardianship Seminar

Julie Belshe (a family victim of guardian April Parks) with Vegas Voice Publisher, Dan Roberts, at The Vegas Voice Guardianship seminar, held at Sun City MacDonald Ranch.

Don't miss our next Guardianship seminar on Thursday, July 2 at 6:30 PM, at Siena, sponsored by the Siena Conservative Club.

Source:
Facebook: The Vegas Voice


Friday, June 12, 2015

Learn about elder financial abuse at seminar


Perhaps not surprisingly, financial exploitation is the fastest-growing form of elder abuse. June 15 is World Elder Abuse Awareness Day, and the Senior Law Center will host a "financial wellness" fair from 10 a.m. to noon Monday at First Corinthian Baptist Church, 5101 Pine St. Doors will open at 9:30 a.m.

At the seminar "Healthy Mind, Healthy Wallet," seniors will be able to ask questions about how to keep their money and assets safe, learn about the latest financial scams and how to make good financial decisions as they age, and find out which resources might be available.

The Senior Law Center's Dana Goldberg will be one of the featured speakers.
If you can't attend, call the Philadelphia Corporation for Aging for more information. PCA also operates a website devoted to senior-scam prevention, www.stopseniorscams.org.
An estimated 19,000 Philadelphians age 60 and older are financially exploited each year. For every case reported, an estimated 44 go unreported, said Joseph Snyder, director of PCA's Older Adult Protective Services.

Signs of elder financial abuse include changes in typical checking and banking patterns, uncharacteristic attempts to wire large sums of money, and sudden insufficient funds. Often, adult children or spouses are the perpetrators.

Confidential calls to report elder abuse may be made by anyone, including the older adult in need. In Philadelphia, all forms of elder abuse can be reported to PCA's Older Adult Protective Services 24/7 by calling the PCA help line at 215-765-9040.

You can also call the Senior Law Helpline (877- 727-7529 or 215-988-1242) or visit the center's offices at Two Penn Center, 1500 JFK Blvd., Center City.

The financial-wellness fair is presented by the Philadelphia Financial Exploitation Prevention Task Force, a group of local agencies that aims to prevent, detect, investigate, recover assets, and prosecute financial elder abuse; train law enforcement, social workers, banks and community agencies about elder financial abuse; and raise awareness of elder financial abuse.

Full Article & Source:
Learn about elder financial abuse at seminar

Tuesday, March 24, 2015

Schedule for The Vegas Voice Guardianship Seminars

Wednesday, MARCH 25th
2:00 pm – Sun City Anthem/Buckman’s Restaurant

Wednesday, APRIL 8TH
11:30 am - Destinations @ Alexander
2:00 pm - Destinations @ Winterhaven

Thursday, APRIL 9TH
11:30 am - Destinations @ Pebble

Tuesday, APRIL 14th
9:00am Cabana Mobile Home Community (5303 E. Twain Ave.)
11:30 am - Destinations @ Pueblo
2:00 pm - Destinations @ Valley View

Thursday, APRIL 16th
9:00am – Las Vegas Manor
11:30 am - Destinations @ Spring Valley
2:00 pm - Destinations @ Sandhill

Thursday, April 23rd
10:30 am – Doolittle Senior Center (1930 North J Street)

FOR MORE INFORMATION AND TO RSVP, CONTACT THE VEGAS VOICE AT: 702/251-4441

Monday, August 25, 2014

Montana Senator John Walsh Holds Hearing on Alzheimer's: "Sooner or later, we will all be affected."

Kathleen Burke’s voice broke as she told U.S. Sen. John Walsh, D-Mont., the story of how Alzheimer’s disease has changed her life as a caregiver and the lives of both her parents.

Walsh, who was at the South Park Senior Center to conduct a field hearing of the Senate Special Committee on Aging, heard Burke tell about her parents’ 68th wedding anniversary, celebrated by the Alzheimer’s patients together at a nursing home where her mother was staying.

“Mom pushed Dad away when he bent over to kiss her goodbye, saying that her husband would not like that,” Burke said. “It was difficult for me to see, but probably worse for him since he would not talk about it.”

Other panelists described how Alzheimer’s and other brain disorders will affect more and more families in the coming years. George Carlson, director and professor at McLaughlin Research Institute, a biomedical research organization in Great Falls, said that five million Americans and about 25,000 Montanans have Alzheimer’s or related dementias, with an annual cost of about $100 billion.

If nothing changes, by 2050 as many as 16 million Americans will be affected, costing the economy $1.2 trillion annually. Currently the U.S. economy is about $17.3 trillion.

Walsh noted that about 48,000 Montanans care for someone with Alzheimer’s or other dementia. The Alzheimer’s Association estimates the value of Montanans’ unpaid care reached $677 million in 2013. Nearly two-thirds of those providing care are women, and about two-thirds of Alzheimer’s patients are women.

Carlson said increased Alzheimer’s research funding is sorely needed, since there are no therapies capable of even slowing Alzheimer’s effects. For every $28,000 the federal government spends on caring for patients with Alzheimer’s disease and related dementias, $100 goes to support research. “Research is at a pivotal point,” he said. “It is largely a matter of our elected representatives deciding that a cure is worth funding.”

Full Article and Source:
Walsh Holds Hearing on Alzheimer's:  "Sooner or later, we will all be affected."

Wednesday, August 13, 2014

Texas Disabilities Issues Forum (TDIF) September 24, 2014

What

DVAP, ADAPT, The Arc of Texas, Texas Parent to Parent, and CTD are coordinating with a wide range of groups and individuals to host the Texas Disabilities Issues Forum (TxDIF). The Forum is an opportunity for voters who have interests and concerns about issues affecting Texans with disabilities to learn about the positions and potential policies of candidates from the Republican and Democrat parties, running for the top three statewide offices (Governor, Lieutenant Governor, and Attorney General).

When

9am - 4pm Wednesday, September 24, 2014 (times tentative).

Where

Radisson Hotel, 111 Cesar Chavez St., Austin, TX 78701

The Forum will also be Live Streamed for those unable to attend. Updates about the Live Stream location will be posted on this page.

Who

The Forum is open to the public at $10 per seat. Spaces are going fast, so register now to guarantee your seat and avoid a wait list the day of the event.
Limited financial assistance is available*.
Accommodations available by request **.

Why

The Forum will be a day long event, where the candidates or their representatives will address the issues in front of a live audience of interested voters. It will be an important event. Even more important is that informed voters go to the polls weeks later and cast their ballot.

For more information or to REGISTER


See Also:
GRADE:  Guardianship Reform Advocates for the Disabled and Elderly
 

Sunday, August 3, 2014

Three Groups Join Forces to Teach Lawyers How to Spot Financial Exploitation in Elderly Clients

Three groups announced today that they’re launching the Elder Investment Fraud and Financial Exploitation Prevention Program Legal.

The Investor Protection Trust, the Investor Protection Institute and American Bar Association said the program will develop, test and implement national continuing legal education to teach lawyers how to:

* Recognize clients’ vulnerability to financial exploitation and investment fraud due to mild cognitive impairment,
* Identify elder investment fraud and financial exploitation in their clients.
* Reported suspected instances of elder investment fraud and financial exploitation to appropriate authorities.

“We know that a shockingly large number of older Americans are already victims of financial swindles, and millions more are in danger of being exploited in such a fashion,” said Don Blandin, chief executive of the Investor Protection Trust, a nonprofit organization that conducts investor education. “Front-line legal professionals who deal everyday with older Americans are ideally positioned to spot the impaired mental capacity that can leave seniors vulnerable to financial abuse.”

While lawyers work closely with the finances of seniors, they aren’t properly trained in how to spot signs of financial exploitation, said Charles Sabatino, director of the ABA’s Commission on Law and Aging.

“This project directly benefits the legal profession and the older clients whom they represent,” he said.

Full Article and Source:
Three Groups Join Forces to Teach Lawyers How to Spot Financial Exploitation in Elderly Clients

Friday, April 4, 2014

Oliver Lewis - "Litigation and the Right to Legal Capacity"



Some of the many highlights of this speech, delivered at the 2012 World Congress on Guardianship:

"An outrage about the wrongs committed by a majority onto a minority..."

"Guardianship is not only inappropriate in itself but it often facilitates the long-term or life-long segregation of people with disabilities into institutions...."

"Guardianship, I submit, increases the risk of exploitation, violence and abuse instead of preventing it..."

"And guardianship, in my submission, rips families apart and plays a role in our legal frameworks which goes completely against celebrating the diversity of humanity...."

Source:
Oliver Lewis - Litigation and the Right to Legal Capacity

See Also:
Mental Disability Advocacy Center

Note:  The 2nd World Congress on Adult Guardianship was held in Australia, so we thought it prudent to include a case of guardianship abuse from Australia in this post: 

Bendigo Bank (Christine Frankham) This Will Not Go Away
(This is an overwhelming story of the Watts family's ongoing fight to seek justice with supporting evidence against a Bendigo Bank Manager (Christine Frankham) who used her position and Trust to take advantage of their elderly mother Yolanda Hutton.)

See Also:
BendigoBanksters on Facebook


Attorney General Greg Smith NSW Minster of Justice and State Member for Epping, who is also responsible for the NSW Trustee and Guardian, with its off shoot the NSW Guardianship Tribunal.



Thursday, August 2, 2012

Oregon Alzheimer's task force coming to Eugene, Coos Bay

A task force endorsed by Oregon Gov. John Kitzhaber has laid out recommendations for dealing with the approaching wave of Alzheimer's disease cases expected in the state as baby boomers turn 65.

The task force is taking on a $2.2 billion problem.

That's the financial toll they say unpaid, unlicensed caregivers — such as family members — provide to Alzheimer's disease patients.

The task force estimates the state will have 110,000 Alzheimer's patients by 2025, a 69-percent spike in just over a decade.

In January 2015, Oregonians who can't afford fulltime care for their family members and are unwilling to have them civilly committed will be required to receive training if they are appointed as guardians.

>>> Read the state plan

The task force is holding a series of town hall meetings across Oregon:

Eugene - Saturday, August 4th, 10:00 am to noon - Campbell Senior Center, 155 High St, Eugene

Coos Bay - Thursday, August 9th, 4:00 to 6:00 pm - North Bend Community Center, 2222 Broadway Street, North Bend

Bend - Saturday, August 18th, 10:30 am to 12:30 pm - Bend Senior Center, 1600 SE Reed Market Road, Bend

Medford - Wednesday, August 8th, 4:00 to 6:00 pm - Smullin Health Education Center, Rogue Valley Medical Center, 2825 E Barnett Rd, Medford

Pendleton - Thursday, August 16th, 4:00 to 6:00 pm - Pendleton City Hall, 500 SW Dorion Ave, Pendleton

Portland - Saturday, August 25th, 10:00 am to noon - Alzheimer's Association Oregon Chapter, 1650 NW Naito Parkway, Portland

Salem - Thursday, August 30th, 4:00 pm to 6:00 pm - Salem Hospital Building C, 875 Oak St SE, Salem (co-sponsored by the Alzheimer's Network of Oregon, based in Salem)

Full Article and Source:
Oregon Alzheimer's task force coming to Eugene, Coos Bay

Monday, August 22, 2011

Detective/Author Joe Roubicek to be Keynote Speaker at Law Conference




When:
Friday, August 26,2011

Where: Vail Marriott Mountain Resort
715 West Lionshead Circle
Vail CO 81657


In a sentence, Florida’s exploitation law (FSS 825.103) states that when someone maliciously takes the property of an “elderly person,” they are committing exploitation. That’s the essence of the law.

But there is also an important requirement: Within this law, an “elderly person” is defined as someone 60 years of age or older who is suffering from the infirmities of aging to the extent that their ability to adequately care for and protect themselves is impaired. The law states that the elderly person must suffer a physical or mental infirmity. Therefore, exploitation is based primarily on infirmities or disabilities and not deception.

This is why exploitation is not fraud and why it can be much more devastating and offensive.

Sources:
Third Annual Elder Law Retreat
Financial Abuse of the Elderly

Sunday, April 10, 2011

Mickey Rooney Speaks at National Summit

Elder Financial Protection Network held its 8th annual Call to Action conference and awards ceremony at Mission Bay Conference Center at UCSF.

Veteran actor, Mickey Rooney, provided an emotional speech drawing tears and three standing ovations from the crowd of nearly 300 representatives of financial institutions, social services, law enforcement, legal professionals and elder justice advocates. “I am here today as the voice of millions of senior citizens to tell you that ending elder abuse is of critical importance.” Rooney said, “No one ever thinks they will be in this position in their lifetime, but the statistics are staggering, and they paint an unsettling picture. Whether the abuse is physical, emotional or financial, it is an unbelievable reality that often sneaks up on you without warning.”

Philip Marshall, elder justice advocate and grandson of New York philanthropist Brooke Astor delivered compelling testimony and called for increased national collaboration to fight this growing crime. He said, “While my grandmother was emotionally and financially abused and isolated, her case is far from isolated; there are millions of victims, today, suffering similar injury.”

Rooney read the Call to Action Proclamation which calls upon Congress to authorize the postmaster general to issue a special elder abuse postage stamp; to fund the Elder Justice Act and requests that the President issue a proclamation declaring June 15, 2012 World Elder Abuse Awareness Day and to light the White House Purple on this day. More than 200 participants followed Rooney’s lead and signed the poster-sized proclamation. An online petition was launched at the event through the EFPN’s website http://www.bewiseonline.org.

Full Press Release and Source;
Actor Mickey Rooney Speaks at National Summit on Elder Financial Abuse in San Francisco

See Also:
Elder Financial Protection Network

Wednesday, March 16, 2011

Colorado 2011 Rocky Mountain Conference on Aging Scheduled

Elder Financial Exploitation is the theme for the 2011 Rocky Mountain Conference on Aging Thursday, April 21 at The Ranch near Loveland.

The conference is for anyone who comes in contact with older adults and may have concerns whether the individual is a victim of some type of abuse or exploitation. Conference attendees might be care providers, senior center personnel, doctors, bankers or even close friends.

While we hear of entities outside the family or close friends exploiting vulnerable individuals, unfortunately statistics show it more commonly occurs from within the close circle of family or friends. Conference attendees will explore the challenges and complexities of financial exploitation, learn to recognize warning signs, and acquire tools for investigation and prevention.

Peggy Tracy from Illinois will open the conference presenting "Elder Victimization: When Trusted Individuals Become Trust Violators". Tracy is a certified financial planner with extensive training in fraud criminology related to finances of older adults. She has appeared in an expert capacity on many radio and television programs.

Four breakout sessions are available: Outsmarting Investment Fraud; Communicating in Sensitive Situations; Using Internet to Investigate Financial Fraud; and Understanding the Emotional Toll of Financial Abuse on Older Adults. Following lunch a panel representing social services adult protection, medical, legal, and financial entities will address the role they play when a case of financial exploitation is suspected as well as the challenges and limitation they face.

Full Article and Source:
Confrerence on Aging Topic Elder Financial Exploitation

Tuesday, October 6, 2009

CT Seminar for 'Sandwhich Generation'

A seminar on the “sandwich generation” will take place Wednesday, Oct. 7, from 6:30 to 8:30 at the Ridgefield Library.

“Sandwich generation” describes a growing segment of the baby boomer generation: Adult children feeling squeezed between the needs of their aging parents and the demands of their own children, spouses and careers.

This seminar offers knowledge and practical tools to make sound decisions about aging parents.

Speakers are Judge Joe Egan, probate judge; Laura Switzer, senior care manager for Ridgefield VNA; Anne Fowler-Cruz, certified elder law attorney; Joyce Kuhn, assistance vice president of Ridgefield Bank; Linda Duff, admissions and finance director of Laurel Ridge; Terri Ramsey, senior harbor program director at Ridgefield Crossings; Kristi Vaughan and Deborah Durkee, Realtors of William Pitt Sotheby’s; and moderator Geri Hotard, Ridgefield VNA member and chair of Quality Living at Home.

Space is limited. Call 438-5555 ext. 1005 for information and a reservation.

Full Article and Source:
Seminal Will Help the 'Sandwhich Generation'