Helping Families Navigate the Financial Challenges of Age Transitions

Category: Fraud and Abuse (Page 3 of 3)

The Case Files – Episode 1: “Fool me once, shame on you…”

Wealth and Honor is a website dedicated to helping families navigate the financial challenges of age transitions. The site now has a YouTube Channel to host “edutainment” videos featuring non-legal commentary on actual court cases involving will disputes, elder financial abuse, estate litigation, fiduciary liability, and other issues of aging, death, and wealth.

Court transcripts are condensed into a factual summary with popular sitcom characters providing faces to the actual characters of the case, followed by a non-legal commentary of lessons to learn and missteps to avoid.

https://youtu.be/6gBLpiWQX9c
The Case Files Trailer

The first episode covers the case of Lintz vs Lintz, a 2014 case decided in the California Appeals Court, that includes claims of breach of fiduciary duty, elder financial abuse, undue influence, among other claims. Viewers are encouraged to first watch a presentation of commonly used terms before watching the case episodes.

For a full text of the court transcript, click here.

Senators slam abuse in nursing homes; criticize CMS over reporting requirements 

If there’s anything that will bring a bipartisan group of U.S. senators together, it’s the topic of abuse in nursing homes and a hearing Tuesday was proof yet again.Abuse deficiencies cited in nursing homes more than doubled in four years, increasing from 430 in 2013 to 875 in 2017, a Government Accountability Office report released Tuesday found. The most common physical and verbal abuse was by staff, at 58%, investigators said.

Source: Senators slam abuse in nursing homes; criticize CMS over reporting requirements – McKnight’s Long Term Care News

Disbarred Georgia lawyer admits stealing almost $400,000 from elderly clients 

A former Acworth, Georgia lawyer who stole hundreds of thousands of dollars from elderly clients is already out of jail, released the same day he pleaded guilty and was sentenced by a Cobb Superior Court judge.

A press release by the Cobb District Attorneys’ office said Cheatham is never allowed to practice law again, nor can he ever act as an agent, trustee or fiduciary, or work in any position where he is responsible for the care or finances of another person.

Source: Disbarred Acworth lawyer admits stealing almost $400,000 from elderly clients | News | mdjonline.com

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