what kind of attorney do i need if i am an elder and was scammed

by Vladimir Davis V 8 min read

Do I need an elder law attorney?

Dec 26, 2018 · Elder Fraud Lawyers. Financial fraud, if someone illegally or improperly takes a senior’s money or property, can be a form of elder abuse. Most states have laws that make elder financial abuse a crime and provide avenues for victims to find and punish the scammers. Scammers may target older victims because they are perceived as vulnerable—people who are …

Where can I get help with elder law?

Jan 25, 2022 · Most areas of the law focus on a specific discipline, and elder law attorneys focus on a specific type of person. The main purpose of an elder law attorney is to help aging Americans to legally navigate through the issues of life that arise simply because of age. They can offer legal guidance and counseling on preparing for long-term care ...

How much do elder law attorneys charge?

An elder law attorney, sometimes referred to as an elder care attorney, can help older adults and their families navigate the complicated financial and legal decisions they face. It’s a growing specialization, with nearly 500 certified elder law attorneys across all 50 states. These attorneys are trained to take into account any physical and ...

What are elder law laws?

May 17, 2021 · An elder law attorney can help with any one of the following: Discuss the importance of wills and estate planning, including planning for a minor or adult with special needs, probate proceedings, and other matters. Create a durable power of attorney. Provide help with health care and planning, including long term care options, patient rights ...

What to do if an elderly person gets scammed?

If you believe a family member or friend has exploited a loved one, place a call or write a letter to Adult Protective Services in your area, and contact local law enforcement. An elder law attorney may also be able to help — the federal government's Eldercare Locator can point you to legal assistance in your area.Jan 26, 2022

Which act is considered financial abuse of an elder?

The federal Elder Justice Act, enacted in 2010, defines financial exploitation of the elderly as, "the fraudulent or otherwise illegal, unauthorized, or improper act... that uses the resources of an elder for monetary or personal benefit, profit, or gain, or that results in depriving an elder the rightful access to, or ...May 17, 2021

Is scamming the elderly illegal?

Elder abuse fraud or senior fraud in California is defined as wrongfully defrauding a person age 65 or older out of money or property. The offense can be filed as a misdemeanor or a felony and can carry penalties of up to 4 years in jail or prison.

What constitutes exploitation of the elderly?

“Exploitation.” An act or course of conduct by a caretaker or other person against an older adult or an older adult's resources, without the informed consent of the older adult or with consent obtained through misrepresentation, coercion or threats of force, that results in monetary, personal or other benefit, gain or ...

What are examples of financial exploitation?

Examples include forgery, misuse or theft of money or possessions; use of coercion or deception to surrender finances or property; or improper use of guardianship or power of attorney.” State laws include criminal law statues and civil law statues.

What are the two categories of elderly financial abuse crimes?

Financial crimes against the elderly fall under two general categories: fraud committed by strangers, and financial exploitation by relatives and caregivers.

What is a bogus investigation?

A fraud investigation determines whether a scam has taken place and gathers evidence to protect the victims involved. Fraud is misrepresentation with the intent to deceive. For example, if a company makes a specific claim about a product and knows that the product won't work as promised, they are guilty of fraud.

How many elderly people are scammed each year?

More than 1 in 10 elderly people in the US fell victim to elder fraud in the last year. Average loss per case is $20,015, calculated by averaging the mean reported loss from these organizations: $34,200 – Financial Crimes Enforcement Network (FinCEN)Jan 11, 2022

Is scamming a federal crime?

Wire fraud is a federal crime that involves any scheme to defraud another person or party by means of electronic communication. It can take many forms including telemarketing fraud, internet scams, phishing, or fraudulent schemes that use television or radio.

What are signs of elder financial abuse?

What Are the Signs of Financial Elder Abuse?Money Missing From Accounts. Are large amounts of money missing from the elder's investment or bank accounts? ... Unusual Use of Credit Cards. ... Unpaid Bills, Collection Letters, Lack of Food in House. ... Missing Possessions. ... Sudden Changes in an Elder's Mood or Demeanor.

What is considered financial abuse?

Financial abuse involves controlling a victim's ability to acquire, use, and maintain financial resources. Those who are victimized financially may be prevented from working. They also may have their own money restricted or stolen by the abuser. And rarely do they have complete access to money and other resources.May 6, 2020

What are the three basic categories of elder abuse?

Three types of elder abuse exist: 1) self-neglect, also referred to as self-abuse; 2) domestic abuse; and 3) institutional abuse.

How Elder Law Became a Practice

The Older Americans Act (OAA) was signed into law by President Lyndon B. Johnson and is credited by the American Bar Association with being the foundation for the practice of elder law. The OAA was the first initiative on a federal level to address and provide a wide range of services for senior citizens.

What Areas of Life Can an Elder Law Attorney Be Helpful?

At some point in our life, chances are good we will need the help of an attorney. As we age and begin planning for our retirement future, and ultimately, our death, seeking counsel from an elder law attorney can be beneficial. Attorneys who practice elder law are knowledgeable in several areas that directly affect senior citizens.

What Questions Should I Ask When Choosing An Elder Law Attorney?

If you decide that speaking with an elder law attorney is right for you, there are some questions you will want to consider asking before entering into an agreement. The National Academy of Elder Law Attorneys (NAELA) says in your initial phone call to an attorney’s office, you may end up speaking with the attorney’s secretary or office manager.

What Questions Should I Ask At My First Meeting With An Elder Law Attorney?

NAELA also has a recommended list of questions to ask when you choose an elder law attorney you want to work with. Once you’ve explained your particular situation and the reason for your meeting, you’ll want to find out the answer to the following issues:

How Do I Find An Elder Law Attorney?

If you would like to find an elder law attorney to speak with or work with, asking your friends and family who they recommend is always a good place to start. The National Elder Law Foundation (NELF) is the only national organization that certifies elder and special needs law attorneys.

What is elder law?

An elder law attorney, sometimes referred to as an elder care attorney, can help older adults and their families navigate the complicated financial and legal decisions they face. It’s a growing specialization, with nearly 500 certified elder law attorneys across all 50 states.

What is an elder law attorney?

From planning for the future, like making sure an estate plan is in place and establishing a durable power of attorney, to dealing with money matters in the here and now, such as tax guidance and coordinating with financial planners, an elder law attorney is typically well-versed in looking at clients’ larger financial picture.

How many people are over 65?

There are now more than 40 million Americans over the age of 65, and that number is steadily increasing. In lockstep with greater longevity, the availability — and complexity — of federal programs created to assist the aging population is also growing. That’s where an elder law attorney can help.

Do elder law attorneys specialize in every area of law?

It’s important to note that elder law attorneys do not necessarily specialize in every area of law affecting seniors. If you’re especially concerned with a matter of guardianship, for instance, or need guidance on government benefits, take care to find an attorney with experience in that area.

Who is the founder of Margolis & Bloom?

According to Harry Margolis, the founder of Boston-based law firm Margolis & Bloom and founding president of ElderLawAnswers, families should consider seeking an elder care attorney when you begin to anticipate a need for long-term care of a loved one, or if you are wondering how to qualify for government benefits.

What is an elder law attorney?

Elder law attorneys are advocates for the elderly and their loved ones. Most elder law attorneys handle a wide range of legal matters affecting an older or disabled person, including issues related to health care, long term care planning, guardianship, retirement, Social Security, Medicare/Medicaid, and other important matters.

Why are elder law attorneys considered specialists?

In many ways, elder law attorneys are "specialists" because of their focus on the needs of older adults, which are often different and more specialized than the needs of younger adults.

What is the importance of wills and estate planning?

Discuss the importance of wills and estate planning, including planning for a minor or adult with special needs, probate proceedings, and other matters. Create a durable power of attorney. Provide help with health care and planning, including long term care options, patient rights, Medicare, and health care power of attorney.

Do elder law attorneys specialize in every area of law?

Most elder law attorneys do not specialize in every area of law affecting seniors, so it is important to hire an attorney who has experience in your particular area of concern.

What does "one wrong word" mean in elder law?

One wrong word or move can mean the difference between a good result and disaster should you become incapacitated or if other unexpected issues should occur in your senior years.

What do you leave to your loved ones when you die?

Your estate, on the other hand, is what you leave to your loved ones when you die and how you leave it to minimize probate complications and potential estate tax liabilities. Numerous options are available to adjust as economically and efficiently as possible to plan for all eventualities.

Can you set up a revocable living trust for someone else?

For example, a revocable living trust can be set up for someone else to take over management of your assets if a time comes when you can no longer do so yourself. An elder law attorney can explain these options to you so you can have a plan in place for such an eventuality.

Do elder law attorneys charge by the hour?

Many elder law attorneys charge by the hour so you'd only have to pay for their time to deal with the specific issues that are of concern to you. Others offer "package deals.". They'll provide various services under the umbrella of one fee.

Is elder law the same as estate law?

Elder law isn't the same thing as estate law , although they cover some of the same issues. Elder law addresses your finances and property in such a way as to best provide for you and your family while you're still alive.

Can a will be a personal representative?

These laws control who can and cannot serve as a personal representative, trustee, health care surrogate, or attorney-in-fact under a power of attorney.

Why do you need a lawyer for a contract?

Even in transactional civil matters, such as drafting a contract, a lawyer can be very helpful. A lawyer can make sure contracts are drafted correctly and avoid problems at a later date. A real estate purchase, business purchase, and/or creation of a trademark or copyright will most likely involve a lawyer.

What kind of services do lawyers provide?

Lawyers can provide a wide range of services to their clients. Some lawyers handle many different types of cases. Some lawyers specialize in one or two types, such as family and divorce law.

What is family law?

Family law is law that involves family matters. These matters can include marriage, divorce, adoption, child support, custody and establishing parentage. In most cases, marriages do not require a lawyer but a prenuptial agreement should be reviewed by a lawyer.

What is a lawyer?

A lawyer is an individual who is licensed to practice law in a state. Lawyers are also known as attorneys or an attorney at law. Some lawyers are licensed in multiple states. Some lawyers are admitted to practice at the Federal level as well.

Why is it important to have a family lawyer?

It is important in divorce cases for an individual to have a family lawyer representing them to ensure their rights are protected.

What is personal injury?

In a personal injury suit, an individual is injured, mentally and/or physically, because of an accident, defective product, or an act or failure to act by another. A court may award a plaintiff in a personal injury suit monetary damages for their injury. Civil law cases can be complex.

What is civil matter?

Civil matters include contract disputes between businesses, real estate, and personal transactions. Unlike criminal cases, there is no determination of guilt or innocence. Usually, the parties may only recover monetary damages, including punitive damages in some cases.

How does Medicaid annuity work?

This strategy reduces one’s countable assets, while at the same time , protecting some of them for family. Essentially, Medicaid applicants gift approximately half of their “excess” assets (assets over Medicaid’s limit) to their loved ones and then purchase an annuity with the remaining “excess” assets. (An annuity turns countable assets ...

What is Medicaid asset protection trust?

One such strategy that elder law attorneys can implement is a Medicaid asset protection trust (MAPT). This type of trust not only prevents one from becoming ineligible for Medicaid due to gifting assets ...

What is the role of a Medicaid attorney?

On the other hand, Medicaid attorneys often focus more on the legal aspects of Medicaid planning, such as creating Medicaid asset protection trusts or Qualified income trusts, which makes them the better option for this type of assistance.

How long does it take for Medicaid to pay for long term care?

Medicaid attorneys and specialists also assist with crisis planning, which occurs when a senior needs Medicaid benefits within 30-60 days.

What is a medicaid planner?

For persons who have Medicaid cases that are fairly simple and straightforward, a Medicaid planner, also called a Medicaid specialist or a Medicaid Advisor, might be a good option. Working with a professional Medicaid planner can be a lot more cost efficient than working with a Medicaid attorney.

How long does Medicaid look back?

The look back period is 5 years in all states except California (Medi-Cal has a 2.5 year look back).

What do elder law attorneys do?

What Elder Law Attorneys Do? Elder law attorneys, also called elder care attorneys, estate and trust attorneys, or Medicaid lawyers, assist persons in preparing for long-term care and death. They assist seniors in a large and diverse array of legal tasks, which encompasses retirement planning, estate planning, creating wills and durable power ...

What are the different types of power of attorney?

The four types of power of attorney are limited, general, durable and springing durable. Limited and general POAs end when the principal becomes incapacitated, so they’re not often used by older adults when planning for the end of life. A durable POA lasts even after a person becomes incapacitated, so is more commonly used by seniors.

What is a POA in 2021?

Last Updated: July 16, 2021. A power of attorney (POA) can be an important element of planning for your elderly parent’s future. It allows another person to take action on your parent’s behalf, ensuring bills get paid and medical decisions can be made in the unfortunate circumstance that your elderly parent is unable to do those things on their own ...

What is the best document to prepare for an aging loved one?

There are two separate documents you’ll likely need as part of comprehensive planning for your aging loved one. The first is a financial POA , which provides for decisions regarding finances and for the ability to pay bills, manage accounts, and take care of investments. The second is an Advance Healthcare Directive, which is also known as a “living will” or a “power of attorney for healthcare.” This document outlines who will be an agent for healthcare decisions, as well as providing some general guidelines for healthcare decision-making.

How many witnesses do you need to sign a letter of attorney?

A notary public or attorney must witness your loved one signing the letter of attorney, and in some states, you’ll need two witnesses. The chosen agent must be over 18 and fully competent, meaning they understand the implications of their decision. When filling out the form, the parent must specify exactly which powers are transferring to the agent.

Why do you need a power of attorney for an elderly parent?

Common Reasons to Seek Power of Attorney for Elderly Parents. Financial Difficulties: A POA allows you to pay the bills and manage the finances for parents who are having difficulty staying on top of their financial obligations.

How to get a POA?

When you’re ready to set up the POA, follow these steps: 1 Talk to Your Parents: Discuss what they need in a POA and what their wishes are when it comes to their finances and health care. You must also confirm their consent and make sure they agree with everything discussed. 2 Talk to a Lawyer: Everyone who gets a POA has different needs and the laws are different in each state. It’s important to get legal advice so that your parent’s wishes are taken into consideration and the document is legal. 3 Create the Necessary Documentation: Write down all the clauses you need that detail how the agent can act on the principal’s behalf. This ensures your parent’s wishes are known and will be respected. Although you can find POA templates on the internet, they are generic forms that may not stand up to legal scrutiny and probably won’t have all the clauses you require. 4 Execute the Agreement: Sign and notarize the document. Requirements for notarization and witnesses differ, so make sure you check what’s required in your state.

What are the drawbacks of a power of attorney?

The biggest drawback to a power of attorney is that an agent may act in a way that the principal would disapprove of. This may be unintentional if they are ignorant of the principal’s wishes, or it may be intentional because they’re acting in bad faith.

How to get money back without spending it?

The main idea is to find ways to get your money back without spending more than it is worth.You can start with my checklist and use the Attorney Generals Office to attempt to do that . They work for you, and it doesn’t cost you anything. But what if they don’t work? Then,the next step is the courtroom.However, The cost of an attorney could make scams of several thousand dollars nothing more than a meal ticket for the lawyer. Even if you win the case, the attorney will get paid first.

How to get legal help?

Do some research, their are quite a few options for help available: 1 Self help legal aid books are available from Nolo Books on Amazon 2 All legal forms can be found in the legal Library of you local courthouse. 3 Westlaw offers a free trial of their law site: Thomas Reuters Westlaw 4 An online service providing legal forms is Standard Legal 5 Read More about Scams and Frauds Here

What happens if a civil suit does not appear?

If you file for a civil suit and the party does not appear, you are normally awarded your monetary loss by default as a judgement . This is a common outcome, because a large percentage of the time the guilty party does not appear. This may or may not happen, so you have to be prepared to present your case to the judge.

What is special needs information?

Special needs information and help is also available for hearing and sight impaired. The local state and federal courts will make reasonable accommodations for proceedings for individuals who are deaf, hearing impaired, or have other communications disabilities.

Can I represent myself in small claims court?

Representing yourself Pro se can be helpful in small claims court, where the value of the claim makes it almost impossible to hire an attorney. If the amount is small, the cost of an attorney is prohibitive to reclaiming any loss without incurring costs over and above the amount involved.

Is legal aid available for low income people?

Legal aid is available for low income individuals in most states. However, funding is limited. The cases that qualify may or may not include civil lawsuits. There are some voluntary lawyers who offer Pro Bono (free or reduced legal help) attorneys. Check with your state Pro Bono law agencies.

Can judges provide legal assistance?

Remember, the judges, court employees, officers and agencies cannot provide you with any legal assistance. You will be held responsible for knowing the rules of the courts in your own state.