A humorous look at a serious case of elder financial abuse and misappropriation of trust funds.
Ellis Hanson was once a brilliant engineer who was partially responsible for the development of computer typesetting that made him a wealthy man upon his retirement. He and his wife, Velta, purchased their retirement home in Naples Florida and he did well in the stock market, investing his money well. By the early 2000s, however, … Continue reading What is Undue Influence?
Kerri, Julie and Mike Kasem have asked a judge to dismiss their wrongful death lawsuit against their stepmother, Jean Kasem, 64, as part of a settlement after a four-year legal feud. While these cases make the headlines due to the celebrity status of the parties and the amount of money involved, dramas like this for … Continue reading Casey Kasem children settle their wrongful death case against his wife
A recent Barron's article discusses ways in which adult children can protect their parents from financial fraud. Elder Financial Abuse is estimated to defraud older Americans of somewhere between the disparate estimates of $3Billion to $35Billion a year. The large disparity is due to the number of data sources, and estimations of unreported abuse, but … Continue reading Addressing the 800lb gorilla: Most financial scammers of the elderly are family.
Attorney Brett Hebert, with the national law firm, Gordon Rees, recently wrote an article on the firm's blog regarding the admissibility of certain correspondence in estate litigation cases. A typical situation we see involves an elderly person who begins to show signs of losing mental capacity. Then an unscrupulous person “enters” the life of the … Continue reading Prior Correspondence: A Key Tool in Preparing Your Estate Dispute Case for Trial | Estate Conflicts
Representing a new low in criminal identity theft, five people were indicted in a scheme that targeted older and disabled veterans. For a period of five years, the criminals used personal information to "withdraw or reroute millions of dollars in disability benefits and other payments made to veterans. The stolen funds were later wired to … Continue reading 5 Indicted in Identity Theft Scheme That Bilked Millions From Veterans
In a case just decided by the Florida Supreme Court, attorney Dennis Horton was disbarred for mismanaging client funds. This case is profiled in a new episode of The Case Files. https://youtu.be/WlqHhFpuJaI Click here for a full text of the court's decision.