An Associated Press story in The Patriot-News, "Case highlights elder abuse," (Oct. 18) discussed how aging and wealthy New York socialite Brooke Astor was exploited by her son, Anthony Marshall.
In October, 2009, the son of Brooke Astor was convicted of defrauding his mother and stealing millions of dollars from her $200 million fortune as she suffered from Alzheimer's disease. This case is a reminder that seniors are at risk for exploitation and abuse and might be vulnerable to the very people in whom they place their trust.
This risk is not limited to wealthy socialites. The physical, emotional and financial abuse of our elders is a state and national concern.
With ten of milions, if not more, residents over the age 65, The United States has a very significant senior population. We need our seniors, and we must exert attention and vigilance to protect this highly valued generation.
How can we prevent elder abuse? Fortunately, many resources provide protection for our older loved ones besides relatives, friends and neighbors serving as the eyes and ears on the front line of defense.
You might notice signs of malnutrition and physical harm or evidence of financial changes or estate manipulation. Various State Departments of Aging and Ombudsman will investigate these reports.
Contact Steven Peck's Premier Legal Elder Abuse hot line at 1.866.999.9085, and we will prosecute those who cheat, deceive or abuse elders. You also might e-mail stevenpeck@premierlegal.org to fill out an elderly abuse complaint form. Always notify police if a crime against a senior is reasonably suspected.
In the Astor case, the jury found that Ms. Astor's son and an attorney had gained the lady's trust and confidence as her mental state declined. They caused her will to be changed, making millions of dollars in lifetime transfers of her fortune for Mr. Marshall's benefit.
How can we protect our older loved ones -- and ourselves as we age -- against this type of crime? A trusted family member or friend might be given a power of attorney that allows the "attorney in fact" to take actions regarding the senior's finances and property. These might be drawn to give authority to act only in those areas absolutely necessary to serve the senior's daily needs.
A good first step toward protection, regardless of age, is to consult an attorney to prepare a will that carries out the senior's last wishes. With proper planning, seniors can maintain control over how their assets are handled during their lifetimes and how they are disposed of following their passing.
It is important to act while seniors remain in possession of their mental faculties. Attorneys cannot assist clients in disposing of their assets when the individual lacks capacity to make decisions or appears to be of weakened intellect and under the control of others. When there is doubt on this issue, consult health care providers to make this analysis.
Ms. Astor could afford the best estate planning money could buy, and she surely had many of these services and other protections in place. So what went wrong? According to the jury, her son helped himself to her money.
In cases such as this, other family members and persons can intercede to prevent or rectify elder abuse. In Ms. Astor's case, her grandson, Phillip Marshall, Anthony Marshall's son, instigated criminal and civil cases against his father.
If elder abuse is not discovered until after the senior's passing, most civil courts in the United States have the power to protect the deceased's estate. The court can refuse to probate wills or changes to wills, called codicils, obtained through a confidant's undue influence over a senior, or where the senior lacked capacity to make the will.
Likewise, where an appointed "attorney in fact" under a power of attorney or a trustee has helped himself to the senior's assets, the court will surcharge him and require all ill-gotten gains to be returned to the estate, to be distributed in accordance with the senior's true wishes.
Attorneys, in fact, and trustees are "fiduciaries" upon whom the law imposes a strict duty of loyalty precluding self-dealing of the type Mr. Marshall was convicted of engaging in with his mother's money.
Simply creating awareness is a giant first step in protecting our seniors. It is never wrong to ask questions if you are concerned that a senior you know might not be well cared for. In reality, more than an elder's dignity might be at stake.