BarbriSFCourseDetails
  • videocam Live Webinar with Live Q&A
  • calendar_month January 28, 2026 @ 1:00 p.m. ET/10:00 a.m. PT
  • signal_cellular_alt Intermediate
  • card_travel Family Law
  • schedule 90 minutes

Elder Financial Exploitation: Case Management, Civil Remedies, and Prevention

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MSRP
$297.00
$252.45
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Discount expires 12/25/25

This course is $0 with these passes:

CLE
ALL
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About the Course

Introduction

This CLE webinar will examine the growing problem of elder financial exploitation and provide guidance on identifying, preventing, and remedying financial abuse of older adults. Elder financial exploitation is one of the fastest-growing forms of elder abuse and is frequently perpetrated by family members, caregivers, neighbors, and business partners, as well as by organized fraudsters and financial professionals.

Description

The panel will review case and client management strategies for elder abuse matters, exploring the intake process and red flags in documents, records, and family dynamics. The experts will discuss how attorneys can triage suspected exploitation, assess capacity and undue influence concerns, and manage conflicts among family stakeholders and fiduciaries.

The webinar will cover civil remedies available to recover misappropriated assets and stop ongoing exploitation, including statutory and common law causes of action, equitable remedies, and consumer protection tools that may assist older adults. The panel will address coordination of civil and criminal proceedings, and interaction with adult protective services and community resources. 

Finally, the panel will discuss preventative planning and protective proceedings, including the targeted use of guardianships, powers of attorney, and other planning instruments to reduce risk. The speakers will examine privilege and confidentiality in this unique context. 

Listen as our panel navigates practitioners through strategies for spotting, stopping, and remedying elder financial exploitation in real world practice.

Presented By

Michael A. Hackard
Attorney
Hackard Law

Mr. Hackard focuses his practice on estate, probate and trust litigation law. With over 40 years of experience representing clients in California and nationwide, he is the author of The Wolf at the Door: Undue Influence and Elder Financial Abuse. Mr. Hackard's work on elder financial exploitation has been featured by a number of national media publications, including Forbes, The Street, and MarketWatch. 

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Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Wednesday, January 28, 2026

  • schedule

    1:00 p.m. ET/10:00 a.m. PT

I. Elder financial exploitation landscape

A. Definitions

B. National and state data

C. Interaction with other issues (housing, healthcare, LTC)

II. Intake, red flags, and case triage

A. Arising from ordinary elder law or estate planning engagements

B. Red flags in financial documents, bank records, and family dynamics

C. Working with clients who may have diminished capacity or be under undue influence

III. Case and client management

A. Building a case plan: immediate harm reduction vs. long-term resolution

B. Coordinating with APS, social services, and community resources

C. Confidentiality, privilege, and ethics issues

IV. Civil remedies

A. Statutory and common law claims (conversion, fraud, breach of fiduciary duty, unjust enrichment, theft-based civil remedies, consumer protection statutes)

B. Freezing or restraining assets

C. Restitution and damages strategies

V. Coordinating civil and criminal strategies

A. When and how to involve law enforcement and prosecutors

B. Criminal statutes that support civil causes of action (e.g., theft-related civil remedy provisions)

VI. Preventative planning and protective proceedings

A. Using powers of attorney, trusts, and account structures to reduce risk

B. Identifying when guardianship or conservatorship is necessary

VII. Practitioner takeaways

The panel will discuss these and other important topics:

  • Red flags and intake practices to help attorneys spot potential elder financial exploitation
  • Structuring case and client management in elder abuse matters, including safety planning, capacity and undue influence assessments, and coordination with adult protective services and community partners
  • Civil causes of action and equitable remedies for recovering stolen assets and stopping ongoing exploitation
  • How consumer protection statutes can supplement traditional remedies
  • Aligning civil litigation strategy with parallel or potential criminal proceedings
  • Guardianships, powers of attorney, and other planning tools to prevent or halt exploitation without overreach
  • Proactively safeguarding older clients' assets