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Monthly Dinner Meeting
May 15, 2018 @ 5:00 pm - 7:00 pm
Financial Elder Abuse: the roles and responsibilities of fiduciaries and other professionals
For May, we’re pleased to present Melinda Steuer of the Law Offices of Melinda Jane Steuer in Sacramento. Melinda will discuss the legal standards of undue influence and financial elder abuse, red flags to watch out for, and the roles, duties and responsibilities of fiduciaries and other professionals with respect to detecting and preventing undue influence and financial elder abuse, and protecting clients.
Melinda will also discuss regulatory standards for financial advisors with respect to financial elder abuse; the circumstances under which financial advisors, fiduciaries, and other professionals can be held personally liable for assisting in the commission of financial elder abuse; and the circumstances under which financial advisors and other professionals could be potentially liable for directly engaging in financial elder abuse.
Melinda has been practicing law in the area of investment litigation and arbitration since 2001. She is Co-Chair of the Fiduciary Duty Committee for the Public investors Arbitration Bar Association and a volunteer attorney for the California Association of Nursing Home Reform and the Lucille Packard Children’s Health Foundation. Melinda has been quoted in multiple publications including Forbes, AARP magazine and Investment News.
$35.00 for members
$45.00 for non-members