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Philadelphia Bar Association

Topcap Invite

Date:
Thursday, April 06, 2017

Time:
12:00 PM

Location:
Philadelphia Bar Association
11th Floor Conference Center
1101 Market Street
Philadelphia, PA 19107

2 ETH

Registration Info:
Lunch and registration:
11:30 AM

Program:
12:00 PM - 2:15 PM

CLICK HERE TO REGISTER FOR THIS CLE PROGRAM

Speaking:

Honorable Sheila Woods-Skipper
President Judge, Court of Common Pleas
Chair, Administrative Governing Board
First Judicial District of Pennsylvania

Robin L. Wiessmann, Esq.
Secretary
Pennsylvania Department of Banking and Securities
Harrisburg

David Galinsky, M.D.
Chief Medical Officer
Pennsylvania Department of Aging
Philadelphia

Dana Goldberg, Esq.
Director, Victim Services
SeniorLAW Center
Philadelphia

Stefanie Zikos Hamilton, Esq.
Deputy Chief Counsel for Securities
Pennsylvania Department of Banking and Securities
Harrisburg

Lori Stiegel, J.D.
Senior Attorney and EIFFE Prevention Program Legal Director
American Bar Association Commission on Law and Aging
Washington, D.C.

Elder Investment Fraud and Financial Exploitation

CLE -Ethical Implications of Elder Investment Fraud &Finance

Co-hosted by the Pennsylvania Department of Banking and Securities, American Bar Association Commission on Law and Aging, Investor Protection Trust, Investor Protection Institute, the First Judicial District of Pennsylvania and Philadelphia Bar Association

Elder Investment Fraud and Financial Exploitation (EIFFE): Ethical Traps for Lawyers and Navigating the Challenges of Diminished Financial Capacity

As demonstrated by the sensational Brooke Astor case and other less notorious examples, a lawyer who is ignorant of elder investment fraud and financial exploitation (EIFFE) and of the signs of diminished financial capacity may fail to protect the client from harm or unwittingly participate in the client’s victimization. Such lawyers may face professional discipline, liability for malpractice, or even criminal charges. As EIFFE costs victims, families, governments and businesses more than $2.9 billion annually and affects approximately five percent (5%) of older persons, every lawyer needs to understand how the epidemic of EIFFE may affect them professionally and personally. This is especially relevant in Pennsylvania, where approximately 2.9 million of the commonwealth’s 12.8 million residents are age 60 and older and more than 300,000 are age 85 and older. By 2020, the population of older Pennsylvanians is projected to increase by 25%, with the over-80 population expected to increase by 20,000 individuals.

This CLE program will highlight and examine:

  1. The demographic and physiologic changes occurring in the U.S. and Pennsylvania populations that increase the likelihood that lawyers will deal with diminished financial capacity and EIFFE in their work and in their families
  2. Ethical and practical dilemmas that challenge lawyers and provide tips for addressing those dilemmas
  3. The indicators of EIFFE and suggest options for assisting victims

National and Pennsylvania presenters with expertise in EIFFE, financial capacity and ethical rules will discuss:

  • Diminished financial capacity and how it increases vulnerability
  • Ethical and practical challenges that lawyers face in detecting and counseling clients about EIFFE and tips for addressing those challenges
  • Elder financial exploitation and its impact on victims
  • Elder investment fraud, its impact on victims and the role of the Department of Banking and Securities in preventing and addressing the problem
  • Pennsylvania’s first Elder Justice Resource Center and how it can help victims of EIFFE

    Join your colleagues for this one-of-a-kind CLE program and learn how to avoid the ethical traps for lawyers when counseling clients with diminished financial capacity!

    Pennsylvania Department of Banking and Securities logo image

    ABA Commission on Law and Aging logo image

    Investor Protection Trust logo image

    Investor Protection Institute logo image

    Elder Investment Fraud and Financial Exploitation Prevention Program logo image

    FJD logo image

    CLE logo

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