The theme of this article appearing in the February 2018 edition of the AARP Magazine is that in many cases, the people one knows best are most likely to cheat or swindle them.    Click below to retrieve the article:

Submitted by Perry A. Shulman, CPA  Chair, Elder Abuse Focus Committee  March 12, 2018




Medicaid Excess Income Spend Down

Happy new year to all!

My friend Valerie Bogart of the Evelyn Frank Legal Assistance Program at NYLAG just advised:


New “Pooled Trust Notification Bill” Passed!  

“Starting June 2018, new applicants for Medicaid – and people already receiving Medicaid who have a spend-down – must be given notice in plain language that explains the availability of supplemental needs trusts to eliminate the spend-down for people with income above the Medicaid income limits.   The notice shall include information on how to enroll in a trust and how to request the local Dept. of Social Services to re-budget income.”


This is really good news since many providers do not advise new enrollees about the need to see a qualified elder law attorney about this right.


Peter J. Strauss


Finra Fights Elder Fraud


Starting February 5, financial brokers will have two new tools to try to stop elder financial
abuse. On that day, Finra is enacting rules to make it easier for brokers to bring an outside party into a situation where financial abuse or exploitation of an elderly person is suspected, and to allow brokers to delay payments from an account if something seems suspicious. Read more…

Finra Fights Elder Fraud
Financial Advisor Magazine


Perry A. Shulman, CPA, Chair – Orion Resource Group Elder Abuse Advocacy Committee



Chronic Pain and Dementia

Exercise has been shown to diminish pain and slow the process of dementia.  Your family, workers, and clients will benefit from exercise.  The attached article is interesting.  Chronic pain linked to increased risk of dementia in study of older adults

Integration of the software database and exercise programs at, into your company’s business plan will help people maintain and preserve healthy joint function.  Happy Holidays and all the best in 2018!