Redressing Financial Exploitation of the Elderly in Late-Life Romance
Wealth Protection, Preservation, Recovery, and Restitution in Blended Family Disputes
Recording of a 90-minute CLE video webinar with Q&A
This CLE webinar will prepare family law and fiduciary litigation practitioners to handle undue influence and financial exploitation claims involving individuals who have entered or are being enticed into late-in-life romantic relationships or marriages, often brought by adult children of a prior marriage. The faculty will instruct registrants about fact patterns common to financial exploitation and undue influence claims, illustrate how to recognize financial exploitation in these relationships, how to protect family wealth and assets from potential dissipation or diversion due to interference, how to terminate exploitative situations, and best strategies and practices for uncovering the extent of and undoing any financial damage.
Outline
- Wealth protection
- Recognizing exploitation by romantic partners and others
- Statutory schemes
- Stopping exploitation
- Wealth preservation
- Effectiveness of pre-relationship financial planning
- How to prevent dissipation
- Wealth recovery
- Options for recovering assets
- Evidentiary requirements and proof
- Restitution
Benefits
The panel will cover pivotal issues, such as:
- Who trumps whom as between various fiduciary nominations and appointments?
- How can any transferred or dissipated assets be located and recovered?
- What options are available both before and after the death of the elder?
- What are the impact and availability of divorce and annulment?
- Must the state intervene or do private parties have rights of action?
Faculty
Lisa M. Cukier
Partner
Burns & Levinson
Ms. Cukier concentrates her practice on all aspects of estate and trust litigation, fiduciary litigation, probate law,... | Read More
Ms. Cukier concentrates her practice on all aspects of estate and trust litigation, fiduciary litigation, probate law, child custody, parentage issues and divorce, planning and litigation for blended families, adoption, guardianship and conservatorship, and elder financial exploitation.
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Norma C. Izzo
Chair, Family Law and Domestic Relations
Jennings Strouss & Salmon
Ms. Izzo concentrates her practice in the area of family law and domestic relations matters, including complex... | Read More
Ms. Izzo concentrates her practice in the area of family law and domestic relations matters, including complex litigation and asset division, business dissolution, collaborative divorce, mediation, arbitration, parent coordination, child custody and child support, and spousal maintenance. She also has experience in family court matters that span multiple states and internationally.
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