Elder Financial Abuse
Elder financial abuse cases often involve a mix of family pressure, dependency, capacity questions, disputed transfers, fiduciary authority, and estate-planning documents.
Services include:
- Powers of attorney and attorney-in-fact conduct
- Wrongful transfers and takings
- Undue influence and dependency issues
- Fiduciary misuse
- Coordination with probate and trust remedies
How the firm approaches the work.
The first step is to identify the governing documents, the assets at issue, the fiduciary roles, the deadlines, and the practical pressure points. From there, the firm develops a plan that fits the facts rather than forcing the facts into a template.