BO07 - Financial Elder Abuse, Ethics

10/23/2020 - 10:50am to 10/23/2020 - 11:50am
Rocky Mt. Ballroom CD

Handling annuity and other financial elder abuse cases involving unsuitable investments and elderly clients who may lack capacity or suffer other cognitive impairment. We will examine suggested case intake/analysis considerations, choosing claims to plead, jury instructions, damages (including non-traditional damages such as surrender charges), settlement strategies, and other aspects of handling financial elder abuse cases arising from investment transactions.