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009: See Something, Say Something - Elder Abuse
In this episode of Absolute Trust Talk, Kirsten welcomes trust and estate litigator Denise E. Chambliss from Tri-Valley law firm Hoge, Fenton. During their discussion, Denise and Kirsten hone in on the specifics of trust and estate litigation with an emphasis on elder abuse and undue influence. Kirsten highlights that elder abuse is an epidemic, it’s happening everywhere, and it’s often happening right under our noses. In response, Denise defines, characterizes, and zeros in on how best to defend those abused and how to prevent it from happening in the first place. Top Three from Episode #009: If you suspect something in regard to elder abuse, say something. It’s not just happening with family members. Elder abuse is a crime. Time-stamped Show Notes: 3:00 – Denise defines and characterizes elder abuse 6:23 – How does undue influence fit in? 7:55 – Elder abuse is considered these two types of crimes 8:45 – Family members aren’t the only ones who abuse the elderly 11:30 – How hard is it to prove elder abuse in court? 12:17 – How does decision making factor into a case? 14:00 – How does a No Contest Clause fit into the elder abuse arena? 16:07 – What would make a No Contest Clause more effective? 17:12 – How to avoid litigation 21:15 – Denise shares what other areas elder abuse can crop up in   Episode #009 Freebie: Discussion About the Dreaded No Contest Clause Denise works hard as a trust and estate litigator to help protect and defend those who might not understand what’s happening to them anymore but also to educate and protect the trustees, executors, and beneficiaries who are involved. A big part of that is speaking out and educating others on the myriad of ever-changing laws in this field. One that has an impact on the issue of elder abuse is the No Contest Clause. It is an intriguing element to many people, yet they don’t know how to navigate it in order to use it to their best advantage. In a recent article authored by Denise, she details the history of and changes to the law, what became of the“Safe Harbor” provisions, and the best practices for an enforceable No Contest Clause combined with a disinheritance. This is essential information everyone should know when it comes to effective estate planning, and Denise is giving you exclusive access! Click here to download the discussion! Take the Next Step in Your Estate Planning Journey If this episode resonated with you, we'd love to help you with your own estate planning needs in California. Schedule a complimentary discovery call with our team at Absolute Trust Counsel. During this no-obligation conversation, we'll: Learn about your unique situation and goals Answer questions about our services Determine if we're the right fit to work together  Visit https://absolutetrustcounsel.com/scheduling/ or call 925-943-2740 to schedule your free discovery call today. Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a couple second and it helps spread the word about the podcast. Episode Credits: The Absolute Trust Talk podcast is brought to you with the help of Q2Mark, led by Chief Marketing Officer Susie Hays. Since 2016, Q2Mark has partnered with Absolute Trust Counsel on all marketing communications—from brand development and website design to this podcast series with over 192 episodes, social media management, video production, and more. If you're business owner looking for comprehensive marketing support, visit Q2Mark.com.
Absolute Trust Talk
https://absolutetrustcounsel.com/podcast
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