BO07 - Financial Elder Abuse, Ethics

10/23/2020 - 10:50am to 10/23/2020 - 11:50am

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.