Monday, 13 September 2021 20:00
Teresa presents on the judicial process of capacity determination in her newest seminar, "Guardianship: A Focus on Incapacity Issues" via Live National Webinar
Guardianship: A Focus on Incapacity Issues
In this seminar, we take a focused look on the judicial process of determining capacity, or lack thereof, including the individuals that play key roles throughout the process, the evidentiary issues that may arise, and the rights that may be lost or retained at the time of determination of incapacity.
Tuesday, September 14th @ 12 Noon ET
Register for this Live (no cost) online seminar.
Published in
Press Releases
Wednesday, 28 April 2021 20:00
Teresa continues the discussion on guardianship weaponization, explaining preventive measures and protective strategies to avoid victimization in her seminar, "The Weaponization of Guardianships (Part 2)" via Live National Webinar
The Weaponization of Guardianships (Part 2)
Although the Florida Guardianship Act is supposed to shield the elderly and other vulnerable members of society from exploitation, it can be used as a sword by the unscrupulous. In this 2-part seminar series, we review Florida Guardianship laws and discuss financial exposure and victimization.
In Part 1, we examined the Florida Guardianship Act and reveal real-life scenarios where guardianships went wrong.
In this Part 2, we'll have a quick review of Part 1 and discuss preventive measures to avoid having guardianship laws used as a weapon with an emphasis on how the elderly are victimized by unscrupulous or overzealous caregivers and family members. Protective strategies are also discussed.
In Part 1, we examined the Florida Guardianship Act and reveal real-life scenarios where guardianships went wrong.
In this Part 2, we'll have a quick review of Part 1 and discuss preventive measures to avoid having guardianship laws used as a weapon with an emphasis on how the elderly are victimized by unscrupulous or overzealous caregivers and family members. Protective strategies are also discussed.
Thursday, April 29th @ 12 Noon ET
Register for this (no cost) live seminar.
Published in
Press Releases
Monday, 26 April 2021 20:00
Kathryn and Teresa discuss the complexities which arise when a small business owner is deemed incapacitated in their seminar, "Business and Incapacity: Protecting Small Businesses and Trust Assets from Guardianship Issues" via Live National Webinar
Business and Incapacity: Protecting Small Businesses and Trust Assets from Guardianship Issues
Learn strategies for mitigating damages when incapacity, guardianship, and business collide.
Tuesday, April 27th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
Published in
Press Releases
Monday, 22 March 2021 20:00
Teresa presents on the weaponization of guardianships, reviewing real-life scenarios where guardianships went wrong and shedding light on how this can happen, in her seminar, "The Weaponization of Guardianships (Part 1)" via Live Webinar
The Weaponization of Guardianships (Part 1)
Although the Florida Guardianship Act is supposed to shield the elderly and other vulnerable members of society from exploitation, it can be used as a sword by the unscrupulous. In this 2-part seminar series, we review Florida Guardianship laws and discuss financial exposure and victimization.
In this Part 1, we examine the Florida Guardianship Act and reveal real-life scenarios where guardianships went wrong.
Next month in Part 2, we discuss preventive measures to avoid having guardianship laws used as a weapon with an emphasis on how the elderly are victimized by unscrupulous or overzealous caregivers and family members. Protective strategies are also discussed.
In this Part 1, we examine the Florida Guardianship Act and reveal real-life scenarios where guardianships went wrong.
Next month in Part 2, we discuss preventive measures to avoid having guardianship laws used as a weapon with an emphasis on how the elderly are victimized by unscrupulous or overzealous caregivers and family members. Protective strategies are also discussed.
Tuesday, March 23th @ 12 Noon ET
Register for this (no cost) live seminar.
Published in
Press Releases
Wednesday, 07 October 2020 20:00
Teresa explains the latest in financial scams affecting older Floridians via National Video Broadcast
Legal Alert: Senior Citizen Scams (October 2020)
Attorney Teresa N. Phillips discusses the latest senior scam alert.
Check out Teresa's short video message. A few short minutes could save you a world of grief.
Published in
Press Releases
Monday, 12 October 2020 20:00
Teresa continues our series on Protecting Senior Citizens from Financial Exploitation Scams with her newest seminar, "New Florida Laws and Trends related to Elderly Exploitation" via Live Webinar
Protecting Senior Citizens from Financial Exploitation Scams: New Florida Laws and Trends related to Elderly Exploitation
In this next segment of our series on elderly financial exploitation, we will take a closer look at the newest laws related to elderly exploitation and abuse, many of which just took effect on July 1, 2020 and look at both statewide and national trends in this area of law.
Tuesday, October 13th @ 12 Noon ET
Register for this (no cost) live seminar.
Published in
Press Releases
Tuesday, 22 September 2020 20:00
Teresa continues our series on Protecting Senior Citizens from Financial Exploitation Scams with her latest seminar, "What Legal Protections Do You Have?" via Live National Webinar
Protecting Senior Citizens from Financial Exploitation Scams: What Legal Protections Do You Have?
In this next segment of our seminar series on the financial exploitation of older Floridians, Teresa explains the legal rights individuals have against a dishonest trusted advisor, such as a bank, financial advisor, professional advisor, professional caregiver or other fiduciary. Learn about the limits of professional obligations to detect or report suspected financial abuse. Common warning signs to aware of to avoid being a victim are also discussed.
Wednesday, September 23rd @ 12 Noon ET
Register for this (no cost) live seminar.
Published in
Press Releases
Wednesday, 19 August 2020 20:00
Teresa explains the latest financial scams affecting older Floridians via National Video Broadcast
Legal Alert: Senior Citizen Scams (August 2020)
A recently reported scam that the Florida Attorney General Office is warning about is a jury duty scam in which persons posing as law enforcement or judicial officers tell persons they have missed jury duty and must immediately pay a fine or face imprisonment or other penalties. The scammers in this case take advantage of anyone who may be confused about jury duty requirements, especially in light of the recent cancellations due to Covid-19 and these scammers prey on that confusion and seek to instill fear.
The truth of the matter is that many local courts are working on pilot programs to bring back jury trials these days but that any prospective jurors will be contacted via mail/summons and will be provided information on attending or seeking excuse from attending. Even if you should inadvertently miss jury duty, Seniors should know that law and judicial officers DO NOT enforce jury attendance by demanding fees or “fines”. If you have any questions about jury duty, attendance they should instead contact their local Clerk of Court (jury division) to inquire accordingly.
The truth of the matter is that many local courts are working on pilot programs to bring back jury trials these days but that any prospective jurors will be contacted via mail/summons and will be provided information on attending or seeking excuse from attending. Even if you should inadvertently miss jury duty, Seniors should know that law and judicial officers DO NOT enforce jury attendance by demanding fees or “fines”. If you have any questions about jury duty, attendance they should instead contact their local Clerk of Court (jury division) to inquire accordingly.
Check out Teresa's short video message. A few minutes could save you a world of grief.
Published in
Press Releases
Wednesday, 29 July 2020 20:00
Teresa explains how Florida law deals with financial exploitation, with a specific focus on senior citizens, in her seminar "Protecting Senior Citizens from Financial Exploitation Scams: Prevention and Remedies" via Live National Webinar
Protecting Senior Citizens from Financial Exploitation Scams: Prevention and Remedies
In this seminar, we review Florida law as it relates to financial exploitation with a specific focus on senior citizens. We discuss current trends and scams known to be targeting older Floridians. We also identify legal remedies available to victims and their loved ones. Attendees will learn about preventive planning and receive both legal and practical advice to avoid becoming a victim.
Thursday, July 30th @ 12 Noon ET
Register for this (no cost) live seminar.
Published in
Press Releases
Everything You Need to Know About Attorney’s Fees and Costs Awards in Florida Guardianships
In this seminar, we delve into what every practitioner needs to know for evaluating, advising and requesting reimbursement or payment of fees and costs in Guardianship proceedings. The focus is not only be on the statutory authority related to fees and costs but we’ll explore and discuss situations not specifically contemplated by the Florida Guardianship Code and provide practical advice to the practitioner who renders service to guardians and other interested parties in Guardianship proceedings.
Thursday, June 16th @ 12 Noon ET
Register for this (no cost) live seminar.
Published in
Press Releases