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Mental Capacity
An older adult may appear to have a veneer of being cognitively intact however have mental deficits that interfere with their ability to understand and appreciate the consequences of their decisions such as making or changing their will or trust or legal contracts…
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Undue Influence
Undue influence doesn't necessarily go hand in hand with an older adult's lack of mental capacity; one can be unduly influenced while retaining capacity. The susceptibility of the older adult is central to undue influence, as is the trusting relationship between the older adult and influencer and the use of excessive persuasion and manipulation in procuring the documents or transactions ...
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Elder Financial Abuse
Elder Financial exploitation—the illegal or improper use of an older adult’s funds, property, or assets—is an epidemic with society-wide repercussions. The Bernatz Expert provides invaluable expertise with this “silent crime”…
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The SCAM™ Model
Developed by Dr. Susan I. Bernatz, SCAM™ (an acronym standing for Susceptibility, Confidential Relationship, Active Procurement, and Monetary Loss) is a valuable inter-relational model utilized to detect and understand the elements of undue influence.
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