Financial exploitation of an elder is the illegal or improper use, control over, or withholding of property, income, resources, or trust funds of an older adult by another person or entity for that person’s or entity’s profit or advantage.
• Large, frequent, or unexplained account withdrawals, transfers, or charges • ATM withdrawals or transfers where the elder doesn’t use an ATM machine • Non-sufficient fund activity • New pattern of writing checks to “cash” • Uncharacteristic wiring of funds • Uncharacteristic credit card balance • Uncharacteristic spending or gifting • Naming of new or suspicious person as joint accountholder • Checks written as “loans” or “gifts” to new or suspicious person • Sudden changes to an older adult’s will, trust, or power of attorney • Hiring new attorney to draft/make changes to elder’s legal documents rather than using elder’s previous attorney • Appearance of new “best friend” who isolates or controls older person • Unpaid bills • Closing of CDs or other accounts without regard to penalties

Team Members

Adam Berger

Adam Berger

Attorney
Thomas Breen

Thomas Breen

Attorney
Rebecca Roe

Rebecca Roe

Attorney
Page Ulrey

Page Ulrey

Attorney