Seminar

Seminar Description:

 

Financial exploitation of our elderly population is a growing problem in New Hampshire and throughout the country.  In this seminar, lawyers from the Probate Litigation Practice Group of Devine, Millimet and Branch will share their thoughts on this important issue.  David and Jen will provide an overview of the problem—what is financial exploitation?  How can you as tax and accounting practitioners spot issues that may affect your own clients?  What can you do, and what do you have a legal obligation to do, once you suspect exploitation of your clients or others?  As part of this discussion, David and Jen will provide options to prevent exploitation, including the use of wills, trusts, and power of attorney documents.  Court involvement to avoid exploitation, such as petitions for guardianship and petitions for conservatorships will also be discussed in detail.  Once exploitation has been uncovered, there are also ways to remedy the abuse, and David and Jen will lead a discussion about some of those remedial measures, including the filing of accounting actions, will contests, challenges to trusts, and other civil claims that can be brought against perpetrators.

 

Seminar Schedule:

 

When: June 19, 2013 3:00 p.m. registration. Seminar 3:30 p.m. to 8:15 p.m.

Cost (Includes dinner and presentations): $70 for NHSA members and $105 for others paid by, June 5, 2013; $80 for members and $115 for others after that date.
Location: Red Blazer Restaurant 72 Manchester Street, Concord, NH(directions)

Sponsor: New Hampshire Society of Accountants

Registration:Additional information and registration will be available on the New Hampshire Society of Accountants website.

Speakers: David P. Eby, Esq. and, Jennifer Rivett Schick, Esq. 
 
This program will qualify for 4.0 hours of CPE based on 50 minute hour