Program Chairs & Presenters
April DeValkenaere, SBWCP, CFCI, CCI
Fortress Forensic Investigations
Eagle
Robert M. Mihelich
Law Offices of Robert M. Mihelich
New Berlin
Peter M. Tempelis
Waukesha County District Attorney’s Office
Waukesha
Presenter
Jessica M. Moeller
Charleston School of Law
Charleston, SC
8:30 am The Marathon Response to Elder Financial Exploitation
- Identify all the relevant parties to the investigation
- Determine a response plan with short-term and long-term goals
- Discuss the most overlooked resource of Adult Protective Services (APS)
- Review the example scenario
April DeValkenaere
9:30 am Understanding the Tools Available: Effective use of Guardianship Law to Protect Elders at Risk
- Identify efficient use of guardianships to stop financial fraud, especially spendthrift guardianships
- Understand the constraints, usage, and timelines of Chapters 54 and 55
- A unique perspective from both sides of the courtroom (Corp Counsel and Defense Counsel)
Jessica M. Moeller
10:15 am Break
10:30 am Civil Theft Claims Based on Elder Abuse
- Discuss relevant statutes and strategies for the civil attorney representing the victim/victim’s family in theft claims
- Understand how Wis. Stat. § 895.446 provides a civil cause of action for certain crimes
Robert M. Mihelich
11:15 am Criminal Aspects to Elder Financial Abuse
- Review the beginning of the legal process from search warrant, investigations, and applicable charges
- Considerations of privilege
Peter M. Tempelis
12:00 pm A Journey to Success: Knowing Where to Turn for Additional Resources
- Identifying additional resources both locally and nationally
- Best practices of resource management
April DeValkenaere
12:15 pm Program Concludes
This program originally presented January 10, 2025.
- Identify key parties, develop response plans, and utilize Adult Protective Services
- Explore advantageous guardianship law tools to protect elders at risk
- Understand the civil theft claims based on elder abuse available under Wisconsin law
- Review the criminal process for elder financial abuse from search warrant to charging
- Discover how to use national and local resources that support elder abuse cases
- Elder and special needs law attorneys
- Family lawyers
- Financial lawyers
- Prosecutors
- Criminal defense lawyers
- Creditor and debtor attorneys
Book Bonus!
Advising Older Clients & Their Families — 2 Volume Set
Save 15% on Advising Older Clients & Their Families — 2 Volume Set.* Written and reviewed by some of Wisconsin’s premier elder law attorneys, it’s the foremost guide to elder law, specifically developed for Wisconsin practitioners. Use discount code CA3750 when you order online or by calling (800) 728-7788.
*Discount applies to both print and digital Books UnBound editions of this title and cannot be applied to previous purchases. Offer valid through 12/31/26. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on the purchase of libraries. Discount cannot be combined with any other offers.