New York Court denies live-in caretaker’s (now wife) right to elective share

A recent decision by the Kings County Surrogate’s Court in a predatory marriage case could potentially change elder abuse cases nationwide. It marks a change in the court’s attitude towards elder exploitation, particularly ones that result in a “predatory marriage”.  A landmark decision, it sets new precedent for victims of elder abuse and their families.

Click on address below for article dated July 17, 2018 in WealthManagement.com online publication.

 

Perry A. Shulman, CPA

Chair – Orion Eleder Abuse Committment Committee

A Step in the Right Direction for Elder Abuse Cases

A recent decision by the Kings County Surrogate’s Court in a predatory marriage case could potentially change elder abuse cases nationwide. It marks a change in the court’s attitude towards elder exploitation, particularly ones that result in a predatory marriage. A landmark decision, it sets new precedent for victims of elder abuse and their families.

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How Criminals Steal $37 Billion A Year from America’s Elderly MAY 3, 2018 • PAGE 4 OF 4

Use the  URL below to retrieve this article from the Financial Advisor publication.  Quite interesting.

Perry A. Shulman, CPA

Chair, Orion Elder Abuse Advocacy Committee 

 

How Criminals Steal $37 Billion A Year from America’s Elderly

Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement Strategies, and Fiduciary Gatekeeper conferences.

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FRAUD IN THE FAMILY

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:  https://www.aarp.org/money/scams-fraud/info-2018/family-fraud.html

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

 

 

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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
DECEMBER 12, 2017 • KAREN DEMASTERS

SUBMITTED BY:

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

 

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Deadly Drugs Misused In U.S. Nursing Facilities

From AARP:

When the family of Bobby Glenn Tweed made the difficult decision to have him admitted to a nursing home in January 2013, little did they realize he would have just months left to live. While diagnosed with dementia, Tweed, 78, was still a vigorous man.

But without his family’s consent, Tweed was given psychotropic drugs that are known to be fatal among older patients with dementia. In 10 months, he was dead. Read more

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