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You’re Invited to the 2022 Fourth Annual Financial Elder Abuse Symposium!

2022 Fourth Annual Financial Elder Abuse Symposium

May 20, 2022 | Virtual Conference

Welcome to the 2022 Fourth Annual Financial Elder Abuse Symposium! This program will start at 8:30 AM on Friday, May 20, 2022.

Earn 7.5 Hours of MCLE, which includes Legal Specialization in Estate Planning, Trusts and Probate Law.

Pricing for this conference is as follows:

    • $300 for all CLA Members
    • $399 for Non-CLA Members


• 8:30 a.m. – 10:00 a.m. | Overview Of Elder Financial Abuse
This presentation commences with review of a simplified fact pattern taken from actual cases, follows with a brief discussion of the financial elder abuse elements taken from the controlling statutes, and then applies the elements to the fact pattern from the separate perspectives of the Court, private counsel, and Adult Protective Services. The discussion will be interspersed with suggestions/tips from the panelist on how to discover investigate, stop, and remedy the financial elder abuse under the given facts.
Speakers: Hon. Reva G. Goetz, (Ret.). Kim Hau Nguyen, and John Hafner
Moderator: Chris Carico

• 10:15 a.m. – 11:45 a.m. | Alzheimer’s Disease and Other Dementias – What Do Planners and Litigators Need to Know?
This program explores the interplay between dementia and estate planning. A psychologist will provide information on dementia and suggestions for capacity assessment. Panelists will discuss ramifications in the planning and litigation contexts.
Speakers: Heather Matsumoto Hoekstra, Bonnie Olsen, and Yulissa Zulaica
Moderator: Jeffrey S. Galvin

• 12:30 p.m. – 2:00 p.m. | The Shifting Paradigm in Conservatorship Law: Preserving the Value of Protective Proceedings
Conservatorship law balances fundamental liberty rights against the need to protect the vulnerable dependent adult from financial and physical neglect. The emphasis on “least restrictive alternatives” and the balancing of individual rights and dignity with the need for protection remains the foundation of the law. New legislation seeks to remedy what are perceived as abuses; this will be explored in common fact patterns and how the balance is struck.
Speakers: Judge Mary Thornton House, Retired and Matthew Kanin

• 2:15 p.m. – 5:30 p.m. | Litigation Tools: Civil Financial Elder Abuse Claims – A Primer
A presentation of the processes, tactics and strategies involved in pursuing and defending a financial elder abuse claim, including pleading, discovery, law and motion, mediation, trial and post trial, including appeal.
Speakers: Honorable Virginia M. George, Daniel I. Spector, Ciarán O’Sullivan, Nicholas Van Brunt, and Erin A. Norcia
Moderator: Howard A. Kipnis

Want to connect? Contact Trusts and Estates Section at [email protected] or the Section Leadership here. Need Online CLE? Find Your Section’s Courses here.

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