Undue Influence

Greed or Passive Opportunism? Financial Exploitation of the Elderly an Unfortunate Reality

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From where I sit, it’s not uncommon to find myself with a front row seat peering into the darker side of humanity. It’s hard to imagine anything more heartbreaking than litigating a probate case involving the apparent financial exploitation of an elderly citizen with dementia.

But the sad reality is that instances of financial exploitation of the elderly are actually on the rise throughout our country.  Some elder law professionals speculate that the increase is due to a combination of factors, ...

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Planning for Incapacity and Minimizing Allegations of Undue Influence

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If you have an aging loved one who is beginning to show signs of cognitive impairment, National Alzheimer’s Awareness Month is the perfect time to explore whether his/her estate planning documents are in order.

Each year at this time we like to remind our “more senior clients” and their family members how critical it is to ensure that one’s legal documents are up to date prior to the onset of cognitive decline.

Executing estate planning documents while one has full legal capacity ...

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