Nora Jones and Vanessa Heim Present "Identifying Red Flags" for Charles Schwab

Nora Jones and Vanessa Heim hosted a presentation on July 25, 2024 for Charles Schwab’s national Trust and Estate team regarding how to identify red flags of potential financial abuse or incapacity to consider when talking with clients and their families. During the presentation, they highlighted key issues to be on the lookout for in the Elder Law arena, and potential pitfalls when selecting an individual to represent your interests in a fiduciary capacity. The discussion offered practical points which will further conversations, and help identify and avoid potential controversies going forward.