Tulsa Avoiding Financial Exploitation of the Elderly Attorneys
With our aging population, more and more people are facing the problem of financial exploitation of the elderly. Many instances of financial exploitation go unchecked because of inadequate resources to stop the exploitation and prosecute the offender. With the implementation of new laws, however, enforcement mechanisms are gradually catching up with the problem. The attorneys of Doerner, Saunders, Daniel & Anderson, L.L.P. are experts in investigating and prosecuting civil claims for financial exploitation of the elderly and vulnerable adults. In one representative case, the Firm represented the family of an elderly elementary school teacher in challenging a will and trust that favored a psychic who had befriended the teacher toward the end of her life. The Firm obtained judgments setting aside the will and trust on the basis of undue influence, and successfully defended the judgments on appeal. The Firm was subsequently authorized to pursue the trust’s claims against the psychic and others involved in the unduly-influenced estate-planning documents. The Firm’s attorneys have pursued claims against guardians for failure to meet the strict standards of loyalty to the ward. The Firm’s attorneys also have assisted families in those occasional situations where a family member engages in inappropriate influence of an elderly relative. The Firm also can assist those who care for the elderly in avoiding risks associated with increased scrutiny.