Description
Fraud is an unfortunate reality of life that we all try to avoid. We hear about more elaborate, nefarious scams every day and wish they never happen to us or our loved ones. This class will explore common fraudulent and identity thefts schemes (including life insurance frauds) and what can be done to help prevent and reduce the occurrence of these types of fraud. We will dive into crucial information about reporting fraud, preventing fraud, and explore how careful estate planning can help deter instances of fraud.
Learning Objectives
• Attendees will learn about common fraudulent scams targets elderly and other communities
• Attendees will gain a better understanding fraudulent and coercive practices that involved in wills and the probate process
• Attendees will learn about conservatorships, guardianships, and the roles of professional fiduciaries in specific situations of need
• Attendees will discover how careful estate planning, conservatorships and guardianships can protect the vulnerable
• Attendees will be aware of common red flags and signs of fraudulent behavior
• Attendees will learn about mandatory reporting, how to report fraud, and helpful resources for fraud and identity theft prevention
• Attendees will learn how to specifically include life insurance policies in their estate planning and ensure beneficiary designations are properly set up