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Panelists will present on the complete process of financial elder abuse claims. The presentation will start with a discussion of standing, statute of limitations, jurisdiction, TROs and immediate relief, pleadings/responses to pleadings and summary judgment. Next, the presentation will focus on discovery in a financial elder abuse claim, including voluntary discovery, requests for accountings, written discovery, third party subpoenas, depositions and expert discovery. Next, the panel will discuss mediation in financial elder abuse cases including the mediation process unique to financial elder abuse claims, settlement agreements, and retention of court jurisdiction. Thereafter, the panel will present on trial issues, including trial strategy, selected evidentiary issues, and the art of trial persuasion. Lastly, the panel will present on post-trial practice of financial elder abuse claims including statements of decision, judgments, rights of appeal, the applicable standards of review on appeal and the effect of appeal on administrative and litigated proceedings.
3 Legal Specialization in Estate Planning; Trust & Probate Law
3 Participatory MCLE Credits
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