New Podcast Walnut Creek: Estate Planning Changes Late in Life: Is it Real or is it Elder Abuse?

Walnut Creek CA

04 May, 2022

7:15 PM

Description

Often, when an older adult modifies their estate plan, they are doing it of sound mind because of a change in their wishes. However, there are instances when an older adult makes the change because they are being pressured by someone who is taking advantage of their vulnerability and trust. Unfortunately, this happens more often than not. In the legal world, this is referred to as “undue influence,” which is considered a form of elder abuse.Tune in to this episode now! >> In a new episode of Absolute Trust Talk, host Kirsten Howe is joined by RMO LLP’s founding partner, Scott Rahn. Scott’s firm is a national probate litigation firm focused on representing beneficiaries, heirs, executors, and trustees in estate and probate litigation matters, and families and fiduciaries in contested conservatorships and guardianships. Scott is a frequent contributor to news media such as the BBC and has been named to the Chambers and Partners “2021 High Net Worth Guide” and the “Best Lawyers in America” list by Best Lawyers. He has also been recognized as a “Top Litigator” by the Los Angeles Business Journal and a “Visionary” by the Los Angeles Times. Together, Scott and Kirsten discuss the impacts of changing one’s estate plan later in life and what litigation looks like for a case that includes elder abuse. Some points they will touch on include: How to recognize elder abuseWhat kinds of tools, strategies, and information are used in elder abuse-related casesWhat happens if elder abuse is caught too lateHow to keep a client’s estate plan intact after they pass away And more! This is a very important episode that all family members should listen to. As mentioned above, elder abuse happens every day, and many times, right in front of us. If an elder has an estate in place, it’s in place for a reason, and this episode will help you and your family protect their plan and wishes. Big Three from Episode #085: Elder abuse is often committed by someone close to the victim, such as a spouse or child. If you ever suspect that your loved one is being taken advantage of, never be afraid to speak out about it.Estate planning isn’t something anyone wants to do, but it’s one of the easiest ways to keep the peace among family once you or a loved one passes on. If you don’t have a plan in place or need to make updates, now is the time.Asymmetrical plans are bound to occur, and they won’t always make everyone happy. As a parent, it’s important to make your intentions known by leaving a handwritten note so your wishes are clear and followed. [Ad] Do you need help with legal planning for yourself or an older adult in your family? Whether it’s a power of attorney, advance healthcare directive, or other estate planning needs, the Absolute Trust Counsel team is here for you. We want to make sure you and your loved ones are protected. To get started today, with a FREE discovery call, visit our calendar to pick a date and time that works best for you, and let’s discuss your needs! If you have any other questions or concerns, please don’t hesitate to get in touch with us by calling 925.943.2740 or sending an email to [email protected]. Listen or Watch Now! >>