Central New York Community Foundation

Elder Abuse, Neglect and Financial Exploitation: What is the Role of the Professional Advisor?

Date: Thursday, February 17, 2022
Time: 12:00pm - 1:00pm
Location: Hybrid - Zoom and CNY Community Foundation Ballroom
Speaker: Morgan Thurston, Esq & Loren Ulirch

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Elder Abuse, Neglect and Financial Exploitation: What is the Role of the Professional Advisor?

2/17/2022  |  12:00-1:00PM

Session Description:

Professional advisors have an important role to play in detecting, responding to, and proactively working to prevent the abuse and exploitation of their older adult clients. In this session, attendees will learn:

·         The dynamics of elder abuse, neglect, and financial exploitation

·         Red flags/warning signs indicating that a client may be at risk

·         How professional advisors can promote client safety through the estate planning process

·         Handling confidentiality v. reporting concerns

·         Resources available to victims and concerned professionals


Morgan R. Thurston, Esq.

Assistant Welfare Attorney | Onondaga County Department of Law

Morgan R. Thurston is an Assistant Welfare Attorney with the Onondaga County Department of Law where he represents the Adult Protective Services Unit. He is also a partner of Moen & Thurston, a small general practice firm with a primary emphasis on estate planning, probate, and income taxation. He is a member of the Estate Planning Council of Central New York, New York State Bar Elder Law Section, and co-chair of the Syracuse Elder Justice Coalition.  He is an annual presenter at the NYS Adult Abuse Training Institute and the Syracuse Elder Justice Coalition Annual Elder Abuse Conference.  He also is a trainer for Guardianships and Adult Protective Workers in New York State and a participant in the Onondaga County Enhanced Multi-Disciplinary Team addressing Elder Abuse matters.

 Loren Ulrich

Abuse in Later Life Prevention and Outreach Coordinator | Vera House, Inc.

Loren Ulrich is the Prevention and Outreach Coordinator for the Abuse in Later Life Program at Vera House, Inc. In this role, she coordinates the Program’s multiple education and prevention efforts. This includes providing training and outreach to community members and professionals, managing the Annual Syracuse-area Elder Abuse Conference, and launching the Program’s original primary prevention curriculum. She serves as the Coordinator for the Onondaga County Elder Identity Theft Coalition, a collaboration between multiple community partners focused on preventing identity theft, scams, and financial exploitation of older adults. Loren participates in the local Elder Justice Coalition and is a member of the Outreach and Anti-racism/Anti-oppression workgroups of this Coalition. She received her BA in Psychology from Le Moyne College and will earn her MSW from Syracuse University in May 2022.




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