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2021 AICPA & CIMA Forensic & Valuation Services Conference


FVC2141 - Elder Fraud Including Fraud Committed Against their Estates


Nov 10, 2021 7:00am ‐ Nov 10, 2021 8:15am

Description

A review of elder fraud, committed by individuals in positions of trust and predatory strangers and estate litigation by beneficiaries. Two forms of financial victimization that target the elder before and after death. This session will discuss the rise in elder fraud issues that target seniors using online or over the phone methods to extract money. The session will also discuss estate litigation in the context of an ageing baby boomer generation with an impending significant transfer of wealth and discuss how a forensic accountant can get involved when allegations of fraud arise.

Learning Objectives:
  • Understand the forms of financial victimization that target the elder before death.
  • Understand the forms of financial victimization that target elder estates after death.
  • Demonstrate how a forensic accountant can get involved when allegations of fraud arise.

Speaker(s):

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