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  • Downloadable Course Book

Top Tips for Preventing POA Abuses 2023 (Electronic Download)

Quantity:
Available: In Stock
Price: $49.00
Item Code: 11835-DL

About

This course book is designed to address what happens when there is suspected abuse of a power of attorney for an elderly client and what to do about it from various perspectives. This book will detail the issues impacting capacity, factors of abuse, procedures to follow when abuse has been committed, comity issues, practical
considerations, and modern technology.

Highlights from the Table of Contents:

  • The Power of Attorney
  • RUFADAA – What Is It? (Slides)
  • How to Spot Elder Exploitation (Slides)
  • Role of the Financial Advisor in Attempting to Prevent POA Abuse
Practice Areas
Published: 5/12/2023
 Pages: 100
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