Speaker:  Andy Katzenstein Topic:  Case Law

Speaker:  Steve Barlam Topic:  Undue Influence TITLE:  ELDER FIDUCIARY ABUSE:  Mitigating the Risk and Making a Difference Audience:  Legal / Financial Professionals working with older adults and their family members Point of View:  Elder Abuse (and especially fiduciary abuse) is prevalent, and under reported, you need to know about it, and understand what you can do to protect vulnerable clientele and in some cases prevent it from happening. Defining what it is How big an issue is it / prevalence…

Speaker:  Jan Jessie Jocoy Topic:  Personal Property Issues