‘I’m Petitioning … for the Return of My Life’

Artice from New York Times December 9, 2018 regarding forced guardianships and the horrors it can create for clients.  Read more…

Orion is creating a resource for its members who suspect that they are dealing with potential elder abuse situations, to avoid unnecessary reporting to Adult Protective Services.  Such reports can create greater nightmares and horror situations.


Perry A. Shulman, CPA
Chair- Orion Elder Abuse Committee


New data show hundreds of thousands of elder abuse cases even with huge reporting gaps

“Across the USA, solitude has become a deadly threat for hundreds of thousands of senior citizens living at home.” This article was in the November 28, 2018 edition of USA Today.  You may find it to be of interest.

Click here to be directed to article ———->   https://www.usatoday.com/story/news/nation/2018/11/27/elderly-abuse-neglect-federal-government-statistics/2113361002/


Best Regards,

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


Elder Abuse and Murder Accusations Surface in Battle Over Casey Kasem’s Estate

“Regardless of who, if anyone, is ultimately found at fault of the neglect and abuse (or murder) that led to Casey’s death, this case highlights yet again that the elder abuse epidemic is only getting worse and that even the rich and famous aren’t immune from it.”
You may this interesting. Read more.

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











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.


Panel Discussion at Orion Meeting 3/14

Thank you to the Manhattan program committee and Sonya Mittleman for the opportunity to be part of the panel along with Paul Tramontozzi, Mike LaMagna and Joe Lawliss.

For those not in attendance, much of the information presented can be gotten from the 2018 Consumer Guide; 6 Ways to Finance Chronic Healthcare.  All the contributors are Orion members.

The Guide can be downloaded from my website: www.GuideINS.com