California Elder Law Attorney Blog

There seem to be more and more instances about how someone in a family or an individual in a trusted position, manipulates an elder with dementia and / or some kind of cognitive impairment, to sign a durable power of attorney, change the trust, etc.. when the manipulated person is no longer competent to know what they are signing. People do it to take control of money and believe that they can get away with it because the elder won't object and because it's expensive to try to stop the person who is the "agent" on the power of attorney.

Is there anything one can do if this has happened to your elder? Yes, there may be something you can do. First, if the elder has "cognitive impairment" or has been diagnosed with dementia, it is important to get a letter from the elder's physician verifying that he or she is not competent to handle his or her finances any longer. Without medical or psychological evaluation of the elder and evidence from one of these professionals, it is almost impossible to protect the elder from financial abuse.

One way around the problem is to seek the advice of an elder law attorney, who may be able to convince the court to order an evaluation, even if the "agent" objects to having the elder tested for competency by a doctor.

If an agent on a durable power of attorney has taken control of the elder's finances and is not using the elder's money for the elder's benefit, it may be time to get the authorities involved. Taking an elder's money and using it for any purpose other than to care for and protect the elder's health, safety and quality of life may be financial abuse. If so, it must be reported to the police, adult protective services in your area, or to a doctor, who will report the problem to the proper law enforcement entity. The letter reporting the evaluation of the elder's mental competency is a crucial part of reporting alleged elder abuse. Without it, law enforcement may not be able to tell who is being truthful and who is not.