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Financial Fraud: The Elder Trap!
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Who are those most likely to exploit the financial resources of the elderly, those who are the most vulnerable? And who will be exploited? Is it your mother, father, your sibling or your friend or neighbor? What can you do about it? What are some red flags that family members and others can heed when fraud is suspected? With baby boomers aging, the U.S., elders are quickly becoming a significant portion of the population. Even the 2000 census determined that 12.4 % of the U.S. population, almost 35 million people, were over the age of 65.
Expert witness and Forensic Questioned Document Examiner, M. Patricia Fisher along with Licensed Private Investigator and Certified Fraud Examiner Kelly Paxton, both of whom specialize in Elder Fraud, will discuss the rapid growth of elder financial exploitation, key identifiers and key recommendations to protect your loved one’s financial assets. Listen to Show
M. Patricia Fisher
Patricia Fisher is a Board Certified Document Examiner and has qualified to testify in over 200 court proceedings in both federal and state courts in addition to testifying in arbitrations and other hearings. For the past thirty years, Patricia has specialized in the examination of questioned documents in probate and financial elder abuse matters. She is frequently asked to give presentations on the subject to bar associations and to other professional groups.
Patricia also specializes in altered and fabricated documents and in complex cases involving multiple document issues. Altered, fabricated and multiple document issues are frequently involved in her work in financial elder abuse when documents are at issue. Patricia holds a Masters degree in Journalism from UC Berkeley and a BA from Mills College in Oakland, CA. She is a Diplomate of and is certified by the Board of Forensic Document Examiners, and she is a Certified Fraud Specialist.
If you are interested in the services of a forensic document examiner, go to www.doclab.com, call Patricia Fisher at 510-987-8129 or email her at fisherdoclab@gmail.com
10 Red Flags of Financial Elder Abuse (PowerPoint)
Kelly Paxton
Kelly Paxton is a Certified Fraud Examiner, a Licensed Private Investigator, and holds a B.A. in International Studies with an emphasis in Economics. In 1992, she was recruited by the U.S. Customs Service for her financial industry expertise in commodities, securities and insurance investments and spent five years there assigned to the Money Laundering, Currency, and Narcotics Group. Kelly has over seven years’ experience performing background investigations and security clearances at the federal and local level. As a financial analyst for the Washington County Fraud Identity Theft Enforcement Team, she provided investigative and analytical support for numerous embezzlement, elder-abuse and identity-theft cases. Kelly is a Financial Industry Regulatory Authority National Public Arbitrator. She is past Membership Director and a Director At Large for the Oregon Chapter of the Association of Certified Fraud Examiners.
To contact Kelly Paxton, go to www.financialcaseworks.com, call Kelly at 503-956-9147 or email Kelly@financialcaseworks.com
