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  • 04/12/2021
You are here: Home / Archives for financial abuse

Nursing Homes Use Guardianship as Tool to Profit

Posted on 01/07/2020
Written by Jack Halpern Leave a Comment

For some families, the golden years are turning nightmarish, thanks to state laws that some nursing homes are using to try to gain guardianship – and financial control – of their older patients. For more details, go to my blog: Nursing Homes Use Gardianship as Tool to Profit.

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Filed Under: Abuse, Nursing Homes, Public Blog Tagged With: abuse, elder abuse, financial abuse, guardianship, guardianship abuse, guardianship in New York, medicaid, MHL 81.01, nursing homes, United States Senate Committee on Aging

My Grandmother’s Favorite Scammer

Posted on 12/15/2019
Written by Perry Shulman Leave a Comment

In an article from Sunday’s New York Times Opinion Section (12/8/19), the reporter discusses how his very patriotic 88 year old grandmother was defrauded and lost her life savings.  She believed that she was helping the government stop a multi-million dollar international money laundering scheme. 

We all have to be vigilant in protecting our family and clients’ assets from all sorts of scams.

https://www.nytimes.com/2019/12/07/opinion/sunday/china-bank-scam-grandmother.html

Thank you to all who attended last Wednesday’s Orion NYC Elder Care meeting on Financial Abuse.

 

Perry A. Shulman, CPA

Chairman, Orion Eliminate Elder Abuse and Neglect Commitment Committee

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Filed Under: Abuse, Elder Care, Finance, Legal, Public Blog, Technology Tagged With: advocacy, Bejing, chinese phone scam, elder abuse, elder advocacy, Eliminate Elder Abuse and Neglect Commitment Committee, financial abuse, new york times, orion, scam, the orion resource group

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

Posted on 07/09/2018
Written by Perry Shulman Leave a Comment

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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Filed Under: Abuse, Finance, Legal, Patient Advocacy, Public Blog Tagged With: elder abuse, financial abuse, lottery scam, orion, Orion Resource Group, perry shulman, perry shulman cpa, telephone lottery scam, the orion resource group, winning the lottery

FRAUD IN THE FAMILY

Posted on 03/13/2018
Written by Perry Shulman Leave a Comment

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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Filed Under: Abuse, Business, Elder Care, Family Mediation, Finance, Legal, Patient Advocacy, Public Blog Tagged With: aarp, Consumer Protection / Elder Abuse Focus Committee, dementia, elder abuse, elder care, elder law, family mediation, financial abuse, financial elder abuse, orion, patient advocacy, the orion resource group

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