What if Granny Wants to Gamble?
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November 15, 2021, from 12:00 – 1:00 pm in Person and Zoom
WHAT IF GRANNY WANTS TO GAMBLE?
BALANCING AUTONOMY AND VULNERABILITY IN THE GOLDEN YEARS
The nest-eggs of America's elders are in the cross-hairs of scammers and fraudsters who target elders (particulary women) due to the frailties and vulnerrabilities that often accompany again, This session will explore the challenges that advisors and lawmakers face un protecting these potential victims without unnecessarily trampling on their rights to self-determination.
Bio
Mary F. Radford joined the College of Law faculty in 1984. Her teaching areas are Wills, Trusts & Estates; Estate Planning; and Law & the Elderly. Radford has also taught as a visiting professor at the law schools of the Phoenix School of Law, University of Georgia, Emory University and the University of Tennessee.
In 1990-91, she worked as a Supreme Court Fellow for Chief Justice William H. Rehnquist. Before she began teaching law, she practiced as an associate attorney at the Atlanta firm of Hansell & Post, 1981-84. Prior to attending law school, Radford taught English and French at two Atlanta high schools.
Radford was the president of the American College of Trust & Estate Counsel (ACTEC) in 2011-12. She served as the reporter for the Georgia Trust Code Revision Committee (2005-10), the Georgia Guardianship Code Revision Committee (1997-2004) and Georgia Probate Code Revision Committee (1992-96) of the State Bar of Georgia. She was the principal draftsperson for Georgia’s enacted Trust, Guardianship, and Probate Codes. She was the 2004 chair of the AALS Section on Donative Transfers, Fiduciaries and Estate Planning.
Radford is the author of Georgia Trusts & Trustees; Guardianships & Conservatorships in Georgia; the sixth and seventh editions of Redfearn: Wills & Administration in Georgia; and numerous law review articles. She frequently gives presentations on estate planning and guardianship topics at local, national, and international seminars. In 2009, she was awarded the Verner S. Chaffin Career Service Award by the Fiduciary Law Section of the State Bar of Georgia. In 2002, she was awarded the Treat Award for Excellence by the National College of Probate Judges.
Reservation Policy
All attendees are required to register in advance. In person $25-member, $50 guest. Zoom - $20-member, $45 guest. If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting.
Continuing Education
EPCSTL has requested approval for continuing education in the following areas: Banking, CLE, CPE, CFP, L&H Insurance
EPCSTL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Complaint resolution policy: please note your problem in the speaker evaluation.
CPE Information for CPAs
CPE Learning Objectives
After this presentation participants will be able to:
1) Identify the major types of financial abuse that target elderly individuals
2) Describe why the elderly, particularly elderly women, are so often targeted for elder financial abuse
3) Describe the typical victim of elder financial abuse
4) Recognize the most common perpetrators of elder financial abuse
5) Recognize the importance of balancing the protection of elders with the promotion of the autonomy of those who are not suffering from severe cognitive decline
6) Differentiate between mandatory reporters and permissive reporters of elder financial abuse
7) Appreciate the negative effects of ageism and ageist stereotyping
8) Articulate steps that professionals can take to prevent or mitigate elder financial abuse
Delivery Method: Live
Earn 1 CPE Credits for this session.
Field of Study: Specialized knowledge.
Program: Intermediate
Prerequisites: There are no prerequisites or advanced preparation for this session.
Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics and will take a deep dive into the specific question of designing estate planning provisions for minor children as beneficiaries.
A certificate of completion will be available for those CPAs, and CWS designees who feel the program satisfies their continuing education requirements.
"In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour."
National Registry of CPE Sponsors Number 109467
CTFA
CTFA 1.25 CE credit
CFP Learning Objectives
After this presentation participants will be able to:
1) Identify the major types of financial abuse that target elderly individuals
2) Describe why the elderly, particularly elderly women, are so often targeted for elder financial abuse
3) Describe the typical victim of elder financial abuse
4) Recognize the most common perpetrators of elder financial abuse
5) Recognize the importance of balancing the protection of elders with the promotion of the autonomy of those who are not suffering from severe cognitive decline
6) Differentiate between mandatory reporters and permissive reporters of elder financial abuse
7) Appreciate the negative effects of ageism and ageist stereotyping
8) Articulate steps that professionals can take to prevent or mitigate elder financial abuse
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