1. Fiduciary Abuse Louisiana Paul Greenwood, Deputy DA – San Diego, CA (619) 531-4040 email at paul.greenwood@sdcda.org Tristan Svare, Deputy DA – San Bernardino, CA (909) 387-6533 email at tsvare@sbcda.org

2. What Is Elder Abuse What Is Elder Fiduciary Abuse Who Are Fiduciaries What Can Be Done Looking Forward

3. Elder Abuse

4. Physical Abuse

5. Neglect

6. Sexual Abuse

7. Financial Abuse

8. Scams

9. Theft

10. Embezzlement

11. Fraud

12. Undue Influence

14. Elder Fiduciary Abuse

15. Fiduciary Abuse Misuse of Trust Misuse of Reliance Misuse of Dependence

16. Who Are Fiduciaries

17. Fiduciaries Trust Duty Obligation De Jure Fiduciaries De Facto Fiduciaries

18. Fiduciaries Louisiana Law…

19. Fiduciaries Physical Reliance and Relationship Caregiver Physician Nurse Counselor Social Worker

20. Fiduciaries Financial And Other Obligations Caregiver Social Worker Banker Manager Accountant Conservator / Trustee / Guardian / POA

21. Fiduciary Abuse Financial Physical Neglect

22. Fiduciary Abuse

23. Investigations

24. Financial Records Medical Records Psych Records Probate / Conservatorship / Guardianship / Etc. Court Records AND, Corroborative Interviews = LOTS of Leg Work!

25. Investigations RECORDS Release Forms Subpoena Power Search Warrants HIPAA? What’s HIPAA? Corroborative Interviews as to Records Themselves

26. Investigations The Scene(s) Home, Hospital, Facility, Morgue Assets Finances Photos Timelines Charts Summaries

27. What Can Be Done

28. Reporting Mandated Reporters

29. Reporting Louisiana Law ALL Persons Are Mandated Reporters of Suspected Elder Abuse

30. Cooperation and Collaboration

31. Coordinated Community Response Multi-Disciplinary Teams Financial Abuse Specialist Teams Forensic Center Family Justice Centers

32. Getting Involved

33. Looking Forward

34. Paul Greenwood Deputy DA, San Diego, CA (619) 531-4040 email at paul.greenwood@sdcda.org Tristan Svare Deputy DA, San Bernardino, CA (909) 387-6533 email at tsvare@sbcda.org