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Aging and Money

Reducing Risk of Financial Exploitation and Protecting Financial Resources

  • Book
  • © 2021

Overview

Editors:
  1. Ronan M. Factora

    1. Cleveland Clinic Lerner College of Medicine at Case Western Reserve University Cleveland Clinic, Cleveland, USA

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  • Provides medical and legal professionals with a comprehensive assessment of financial exploitation of aging patients
  • Revised and updated to include guidelines for recognizing abuse, reaching support systems, and communicating with patients
  • Written by experts in the field

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Table of contents (15 chapters)

  1. Front Matter

    Pages i-xiii
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  2. Facts and Figures

    • Ronan M. Factora
    Pages 1-14

  3. One Piece of the Puzzle – Financial Exploitation and Elder Abuse

    • Sherif Soliman, Jason Beaman
    Pages 15-27

  4. Barriers to Recognition

    • Ronan M. Factora
    Pages 29-36

  5. Risk Factors for Patient and Caregiver

    • Anthony Casacchia, Natalie Kayani
    Pages 37-53

  6. Aging and Financial Exploitation Risk

    • R. Nathan Spreng, Natalie C. Ebner, Bonnie E. Levin, Gary R. Turner
    Pages 55-73

  7. Assessing Older Patients’ Risk Factors of Being Financially Exploited

    • Robert E. Roush, Aanand D. Naik
    Pages 75-84

  8. Clinical Assessment of Financial Decision-Making Capacity

    • Ronan M. Factora
    Pages 85-94

  9. Financial Exploitation: The Legal Perspective

    • Adam M. Fried, Franklin C. Malemud, Page B. Ulrey
    Pages 95-111

  10. Perspectives from Financial Institutions

    • Celiza P. Bragança, Lisa J. Bleier
    Pages 113-122

  11. Documentation Practices

    • Georgia J. Anetzberger, Carol A. Miller
    Pages 123-134

  12. Addressing Senior Financial Abuse: Adult Protective Services and Other Community Resources

    • Jason Burnett, Sharlene Nauls, Lori Albee, Renee J. Flores
    Pages 135-153

  13. Elder Abuse Multidisciplinary Teams

    • Julia Margaret Rowan, Georgia J. Anetzberger, Diana Homeier, Gerson Galdamez
    Pages 155-169

  14. Public Policy and Advocacy

    • Jennifer Drost
    Pages 171-186

  15. Critical Documents Associated with Aging

    • James S. Powers, Carolyn K. Smith, Gretchen Napier, Timothy L. Takacs
    Pages 187-219

  16. Methods to Protect Individuals from Financial Exploitation

    • Ronan M. Factora
    Pages 221-235

  17. Back Matter

    Pages 237-241
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Keywords

About this book

This book aims to disseminate and share knowledge about financial exploitation of elders with the purpose of protecting those individuals in our society who are most vulnerable to financial abuse and mistreatment. It instructs practicing clinicians in identification of risk factors, recognition of signs, and implementation of screening methods to protect their patients. This updated edition expands upon and advances the earlier text by including the most recent research and methods used to assess risk of financial exploitation, as well as updates in how the law approaches such cases. It also highlights ways in which community awareness can aid in identifying those most at risk, effectively protecting the elderly community, advocating for those victimized, and pursuing perpetrators to the fullest extent of the law. Professionals from law enforcement, medical clinics, financial institutions, and the legal field are now tasked with acting on suspected situations thanksto increasing recognition of financial abuse and mistreatment of an aging population. This book also guides professionals on how to discuss this information with potential victims.

This second edition of Aging and Money expands the knowledge base to highlight the perspectives of different disciplines including professionals in medicine, law, the financial industry, and social services who play an important role in investigating and preventing financial abuse of the elderly.


Editors and Affiliations

  • Cleveland Clinic Lerner College of Medicine at Case Western Reserve University Cleveland Clinic, Cleveland, USA

    Ronan M. Factora

About the editor

Ronan M. FactoraCenter for Geriatric Medicine
The Cleveland ClinicCleveland, OHUSA




Bibliographic Information

  • Book Title: Aging and Money

  • Book Subtitle: Reducing Risk of Financial Exploitation and Protecting Financial Resources

  • Editors: Ronan M. Factora

  • DOI: https://doi.org/10.1007/978-3-030-67565-3

  • Publisher: Springer Cham

  • eBook Packages: Medicine, Medicine (R0)

  • Copyright Information: Springer Nature Switzerland AG 2021

  • Softcover ISBN: 978-3-030-67564-6Published: 25 February 2021

  • eBook ISBN: 978-3-030-67565-3Published: 24 February 2021

  • Edition Number: 2

  • Number of Pages: XIII, 241

  • Number of Illustrations: 11 b/w illustrations, 7 illustrations in colour

  • Topics: Geriatrics/Gerontology, Primary Care Medicine, Medicine/Public Health, general, Social Work

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