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.
Course Content
12:00 - 12:04 pmWelcome and Introduction
Lisa M. Cukier, Esq.,
Burns & Levinson LLP, Boston
12:04 - 12:22 pm
Financial Exploitation & Undue Influence: View from the Care Manager's Perspective
David Sadownick, LICSW, CMC,
LifeCare Advocates, Newton
12:22 - 12:57 pm
Clinical Evaluations of Capacity, Types of Capacity for Various Decisions, Susceptibility to Undue Influence, Capacity for Informed Consents/Refusals
Dr. Elizabeth H. Nasser, Ph.D,
Centers for Aging and Memory, Northborough
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
Lisa M. Cukier, Esq.,
Burns & Levinson LLP, Boston
1:33 - 1:55 pm
Evidentiary Thresholds in Capacity, What It Takes to Present A Prevailing Case, View from the Bench
Hon. Lee M. Peterson,
Probate and Family Court, Commonwealth of Massachusetts, Canton
Please Note
This webcast is 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.
Speakers
ChairLisa M. Cukier, Esq.,
Burns & Levinson LLP, Boston
Faculty
Dr. Elizabeth H. Nasser, Ph.D,
Centers for Aging and Memory, Northborough
Hon. Lee M. Peterson,
Probate and Family Court, Commonwealth of Massachusetts, Canton
David Sadownick, LICSW, CMC,
LifeCare Advocates, Newton
