Estate Planning to Avoid Elder Financial Abuse CLE
Estate Planning to Avoid Elder Financial Abuse

$125.00

Clear

Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.

On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

This program was recorded on September 10, 2020

Over the next 20 to 30 years, approximately 72 million baby boomers will pass away, transferring an unprecedented amount of wealth to the next generation. Such wealth provides a tempting target for financial abusers who would take advantage of these seniors for their own financial gain. While legal remedies exist to redress the wrongs done by financial abusers, those remedies are only as good as the collect-ability of a judgment. This course will cover common pitfalls in estate planning that leave estates vulnerable to abuse as well as strategies to plan around them.

Attorney Tony BarilariTony Barilari
After a brief career in welding and construction, Anthony S. “Tony” Barilari earned a Bachelor of Arts degree in English with High Honors from the University of California, Berkeley (2003) before earning his Juris Doctor from the University of California, Hastings College of the Law (2008). Since 2008, he has been licensed to practice in California State Courts as well as the Federal District Courts for the Northern and Central Districts of California. After practicing civil litigation and bankruptcy for several years, he turned to estate planning and probate in 2015. Tony is a member of the Pasadena and Los Angeles County Bar Associations.

Contact Tony Barilari

1.5 General Credits

ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

ProLawCLE does not seek approval in the state of Virginia.

Each state has its own governing rules and regulations with regards to CLE courses and formats, therefore please contact your state MCLE regulatory entity for further details about your state’s rules. Please visit our State Requirements page for information regarding your state’s CLE requirements and/or contact information for your state bar.

As stated in our Reciprocity Provision, ProLawCLE will grant credit in the following states through reciprocity, therefore direct application will not be made in these states:

AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, and PR.

ProLawCLE is dedicated to providing quality education from expert speakers and ensuring each attorney receives CLE credit for their participation. If for some reason a particular course does not receive approval in the attorney’s primary state of licensure, ProLawCLE will give credit for a future approved course or give a full refund, if applicable.

Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.

  1. How to plan with life insurance, bank, and brokerage accounts
  2. Rethinking the revocable trust
  3. Planning with powers of appointment
  4. Fiduciary choices
  5. Trust accounting requirements
  6. Estate plan checks and balances