Advance Planning as a Tool to Prevent Financial Elder Abuse
June 26, 2024
Lia Momtsios presented on the topic, "Advance Planning as a Tool to Prevent Financial Elder Abuse" for Practicing Law Institute (PLI)'s conference titled, "Financial Elder Abuse: A Closer Look at Key Topics," on June 26, 2024.
About the presentation...
This panel will provide a brief overview of the different advance planning tools, such as powers of attorney and trusts, and explain how comprehensive planning can prevent financial elder abuse. After completing this session, participants will be able to:
- Describe different advance planning tools and the purpose of each in preventing elder abuse.
- Integrate drafting language that aims to prevent financial elder abuse.
- Identify potential pitfalls of advance planning instruments as used by individuals who commit financial elder abuse.
- Communicate with legal services clients about advance planning options.
This presentation is available on demand. Click here to purchase the program.
