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A Cross Border Case of Fraud and Recovery (2012)

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Keynote session from the 2012 Annual National Conference. Presented by Heather Mountford and Peter Schmiedel.. 1 hour. This session will discuss how counsel from different jurisdictions can assist each other in pursuit of remedies on behalf of cognitively impaired and disabled persons. We will use a case study of the Estate of Richard V.Henry, which arose in Chicago and where the exploiter transferred misappropriated assets across the border into Canada.
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Assessments of Undue Influence in the Elderly (2013)

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Undue influence presents a unique interplay of law and psychology. This presentation will present the legal elements of undue influence and an overview of the concept of undue influence as it is understood by psychologists and other mental health professionals. Learn about the tools you can use to evaluate the quality of mental health assessments and integrate those assessments with legal doctrine and so improve their representation and advocacy in cases involving allegations of undue influence. Presented by Dr. Eric G. Mart, Ph.D., ABPP; Lawrence A. Frolik, Esq., CAP
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Elder Abuse (2012)

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This presentation describes what types of elder abuse an Elder Law Attorney might encounter in their practice and what steps can be taken to remediate it. Presented by Professor Rebecca Morgan. Prof. Rebecca Morgan
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Elder Abuse and Exploitation: Policy Initiatives and a Lawyers Role (2012)

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A distinguished panel explores public policy initiatives aimed at reducing elder abuse and financial exploitation and the important role that lawyers must play in prevention and intervention. Presented by The Hon. Kathy Greenlee, Administrator for Community Living and Assistant Secretary for Aging Administration on Aging, U.S. Department of Health and Human Services; Hubert H. "Skip" Humphrey III, Consumer Financial Protection Bureau, Office of Older Americans; Lori A. Stiegel, Esq., Senior Attorney, Commission on Law and Aging, American Bar Association; and Richard C. Milstein, Esq., Akerman Senterfitt as part of the National Aging and Law Institute.
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Elder Abuse, A Call to Action (2012)

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This interactive workshop utilized polling technology to give participants vital information about the growing problem of elder abuse and elder exploitation. Using case studies, participants dicussed the important role that private Elder Law attorneys play in the prevention, detection and prosecution of this epidemic problem. Presented by Prof. Roberta K. Flowers, JD, Stetson University College of Law as part of the National Aging and Law Institute.
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Elder Dignity vs. Undue Influence-Where’s the Line? Lessons learned from the life of Huguette M. Clark (2015)

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This presentation is intended to demonstrate how planners need to be careful when navigating the line between an elder client’s right to choose and the danger of undue influence.
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Elder Financial Exploitation (2009)

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Session from 2009 Introduction to Special Needs and Elder Law presented by Lori Stiegel, JD. Understand the types of financial exploitation, including power of attorney and guardianship abuse, sweetheart scams, and undue influence; the extent and cost of the problem; victim characteristics and dynamics; risk factors, indicators, and the need for routine screening; ethical issues; civil and criminal remedies; and system change opportunities.
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Financial Abuse of the Elderly Civil Remedial Litig. (2009)

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Telephonic presentation from March 2009 presented by Jean Galloway Ball, CELA, CAP.
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Financial Elder Abuse Lessons Learned from the Mickey Rooney Case: What Elder Law Attorneys Can Apply in Their Practices (2013)

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This session will discuss how the Mickey Rooney case unfolded, how the abusing relative was able to financially exploit Mr. Rooney, and will offer suggestions and tips to Elder Law attorneys on what to advise clients to avoid being a victim. Mr. Rooney will offer a glimpse into his personal story and his thoughts on the important role attorneys can play in getting redress for victims of elder abuse. Presented by Bruce Ross, Esq.
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Financial Exploitation and Guardianship (ESSENTIALS PRACTICUM 2016)

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Discusses how to recognize facts that may indicate exploitation; understand the responsibility of the attorney when he/she discovers elder exploitation; the ethical boundaries of any conduct considered in light of elder exploitation; and the different possible actions a lawyer can take when confronted with exploitation. Presented by Edwin M. Boyer and Prof. Roberta K. Flowers
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