Concerned Individuals

Many of our clients are people who discovered that a family member in a position of trust has taken advantage of the situation. This may involve an elderly parent who is vulnerable, or suspicious changes to a Will or Trust right before death. If you are concerned that someone is financially exploiting your parent or a vulnerable family member, or there is some foul play in an estate or trust proceeding, please contact us.

Our first step is usually to investigate by “following the money.” We often review bank and financial records to find out what is really happening. Sometimes we must file a court processing so that we can obtain the financial records. If there is financial exploitation, we take legal action to stop it, remove the offender form their fiduciary role, and return the funds whenever possible.