A petition was recently filed in San Diego probate court, through an attorney, by the family of James Donald Hess. They accused his new wife and former caregiver of “physically and verbally abusing him and asserting undue influence over him.” ABC 10 News San Diego reports in its story, “Family questions elderly father’s marriage to caregiver,” that Don Hess isn’t in the...
Continue ReadingThe Journal-News reports in the article, “105-year-old woman trying to help grandson gets scammed out of $4,800,” that Butler County Prosecutor Mike Gmoser remarked that “When you steal from the elderly you are looking at a felony, we are going to pay attention to that.” Assistant Prosecutor Gloria Sigman successfully prosecuted three scammers, a couple who scammed a 105-year-old grandmother out of...
Continue ReadingThe new tax law will greatly decreases the number of people who will be subject to the federal estate tax. This does not mean you don’t need an estate plan. In fact, you need to review your plan now. Forbes’ recent article, “7 Reasons To Revisit Your Estate Plan, Trump Tax Law Aside,” says that even if one’s estate is unlikely to...
Continue ReadingJudge John M. Bailey of the Court of Appeals of Texas recently wrote the opinion in the Court’s decision in the case of “In the Estate of Mathis,” which involved a dispute arising from mediated family settlement agreement. Michael Mathis appealed a decision from a contested probate proceeding that was resolved by a mediated family settlement agreement and mutual release. The...
Continue Reading“A Las Vegas police lieutenant, a guardian and two other people were indicted Wednesday on various theft and elderly-exploitation charges, after a joint investigation by the state attorney general and Clark County district attorney.” A police officer, who has been with the Las Vegas Metropolitan Police Department since March 1994, has been charged with 14 felony counts of theft,...
Continue Reading“The adult children of entertainment legends Casey Kasem, Mickey Rooney and Glen Campbell tried Tuesday to convince Michigan legislators to pass a law, they say would protect aging parents by ensuring visitation rights for their loved ones.” Kerri Kasem, Kelly Rooney, and Travis Campbell were recently joined by other supporters, in testifying before the Michigan Senate Judiciary Committee to...
Continue Reading“The FINRA has instated two new rules this week to combat financial abuse and fraud against the elderly and other vulnerable adults.” FINRA, the Financial Industry Regulatory Authority, has instituted two new rules to help thwart elder financial abuse: Financial advisors must now make every reasonable effort to get the name and contact information of a trusted person for...
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