Elder Financial Exploitation

  • Other
  • Senior Citizens

Full scholarships, registration fee waivers, and discounts to attend PLI programs are widely available to attorneys, paralegals, law librarians, and staff working for nonprofit/legal services organizations; pro bono attorneys/volunteers (providing no-fee legal assistance to clients individually or through a nonprofit organization); government attorneys; judges and judicial law clerks; law professors and law students; senior attorneys (age 65 and over); unemployed attorneys; and others with financial hardships. We encourage you to submit the simple three-question Fee Waiver Application.


Why You Should Attend
Financial exploitation is a growing issue faced by older adults, and the effects of financial exploitation can negatively impact the physical health, mental well-being, and financial stability of victims. While acts of elder abuse may fall under various criminal statutes, civil attorneys are uniquely positioned to deploy legal strategies and advocacy to mitigate the effects of abuse and help older adults attain the remedies they seek.

This training will provide information and resources to help attorneys as they represent clients who may have experienced financial exploitation.  This training is being produced in collaboration with Justice in Aging, with informational resources from the National Center on Law and Elder Rights (NCLER).

What You Will Learn
• Scope of financial exploitation and who is affected
• How to identify and strategies to help clients prevent financial exploitation
• Interviewing strategies when screening for and learning about financial exploitation
• Introduction to undue influence screening tool
• Capacity concerns and ethical considerations when counseling older adult clients
• Understanding the concept of trauma-informed lawyering
• Basics of California’s mandated reporter policy
• How to navigate civil restitution for clients
• How to spot and protect clients from major fraud and scams

Who Should Attend
Practitioners who work with older adults and caregivers and are seeking a better understanding of the warning signs of financial exploitation, ideas to help clients prevent financial exploitation, and potential remedies when a client is a victim of financial exploitation. The training will provide helpful information for practitioners who are new to aging and elder law issues, as well as practitioners with elder law experience who are looking to deepen their understanding of financial elder abuse remedies.