With the great transfer of wealth from the baby boomer generation, elder abuse and financial exploitation is a very timely and important topic. Undue influence often arises out of seemingly kind individuals who ingratiate themselves to an elderly person, inserting themselves between the person and relatives, and obtaining the person’s bounty due to deceit. This webinar will discuss the standards for undue influence, factors involved in recognizing that behavior, and a financial institutions duties to detect and report that behavior.
Date: Tuesday, March 5, 2019
Time: 10:00 – 10:45 a.m. (CST)
Cost: Complimentary
Speaker: David F. Johnson
Continuing Education Credit Information:
This course is pending for MCLE credit by the State Bar of Texas Committee on MCLE in the amount of 0.75 credit hours
Who should attend:
In-house counsel and other litigation contacts, trust officers, risk management contacts, and wealth advisors