To promote community awareness of the laws and resources that are in existence to protect the estates and financial well-being of California seniors,
To prepare our seniors to spot red flags and identify risks posed by unscrupulous exploiters and scam artists, and
To encourage high ethical standards for California estate planning, probate and trust attorneys in addressing financial elder abuse.
The Educating Seniors Project began in 1999 following the settlement of the Attorney General’s lawsuit against Alliance for Mature Americans for the use of trust plans to profit by the sale of high-commission annuities. Part of the settlement paid $150,000 to the State Bar of California for programs to help educate seniors on estate planning and financial elder abuse risks.
Chair – David Knitter
Vice Chair – Christopher Carico
Daniel D. Murphy
Clare Smith, Elder Financial Protection Network
If you are an attorney interested in participating, the Educating Seniors Project will provide training materials and a Speaker Presentation Kit. The kit includes promotional flyer, speaker outline, audience handouts, power point slides (optional) and evaluation forms. We also have a 90-minute training video Identifying Financial Elder Abuse and Advising Your Client in Pursuit of Legal Remedies available at no cost for participating Attorney Speakers.