Practical Solutions to Elder Financial Abuse and Fiduciary Theft
We look forward to your attendance at our next event coming up in just a few weeks. Our presenters are Tom Rodriguez and Brooke Brestel from the firm Vincent, Romeo & Rodriguez. Read below for details.
**************CFP, CLE, CLU, AND CPA CE CREDITS HAVE ALL BEEN APPROVED!************
Thanks to our Platinum sponsors, Longmont Community Foundation and Midwest Trust for making this program possible!
The purpose of the presentation is to educate attorneys, advisors, and other practitioners on identifying potential elder abuse and the practical steps they may take to address and rectify these situations for their clients and families.
Elder financial abuse and fiduciary theft are on the rise and they come in many different guises. Although the media typically covers a few of the more heinous cases of elder abuse each year, most financial abuses are committed by family members and relatively few of those crimes are ever reported to law enforcement. When estate planners and financial advisors meet with clients and families, they will, at some point, likely encounter a scenario where abuse is already suspected or identified, or the situation raises red flags and is questionable. The proper advice and the various options available to families and clients will vary widely with the particular situation. Through a review of the various types of abuse, and a comprehensive review of applicable Colorado statutes, this presentation will assist practitioners with identifying potential financial abuse and exploitation of an older adult, as well as the various factors to consider, and the practical steps practitioners and others may take to investigate and address possible elder abuse when presented with those situations.
Tom Rodriguez is a partner at Vincent, Romeo & Rodriguez, LLC, and has been an attorney since 1999. His practice emphasizes probate litigation, including contested guardianships and conservatorships, fiduciary representation, and other will and trust litigation. Mr. Rodriguez has lectured before the Colorado Bar Association, Boulder County Bar Association and at other programs on topics such as probate litigation and ethics. In 2013, Mr. Rodriguez was elected as a Fellow to the American College of Trust and Estates Counsel (ACTEC). In 2015 - 2017, he was named to Super Lawyers in the area of Trust and Estate Litigation. In 2016 - 2017, he was named as a Top Lawyer by 5280 Magazine as well as being included in the Best Lawyers in America in the area of Trust and Estates Litigation.
Brooke W. Brestel is an associate attorney with Vincent, Romeo & Rodriguez where her practice focuses on probate litigation, including protective proceedings, fiduciary representation, and contested trusts and estates. Ms. Brestel is currently the Co-Chair of the Elder Law Section of the Boulder County Bar Association, serves as the volunteer coordinator for the Boulder County Pro-Se Probate Clinic, and serves as Co-Chair for the Uniform Guardianship, Conservatorship, and Other Protective Proceedings Act subcommittee of the CBA Elder Law Section.
Learning Objective - see above; designed for CPAs, attorneys, financial planners, CLUs, ChFCs, and others practicing in the estate planning field; pre-requisites - none; program level- advanced; advance preparation: none; delivery method: lecture/group study; recommended credit: 1 hour. CFP credit approved; CLE credit approved; CLU credit approved; CPA credit approved.