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Estate-planning framework aims to prevent elder abuse, presenter says
Summary
Attorney Clea Harris urged proactive estate planning to prevent elder exploitation, recommending five distinct advocates (asset, health, legacy, exploitation and legal), trusts over joint accounts, and regular reviews to align documents with family dynamics.
Clea Harris, an attorney and founder of Angel Advocates Legal Services, urged conference attendees to use estate planning as a tool to reduce elder abuse and family litigation, saying practical steps taken now can spare families years of conflict. "If you don't choose, they will be chosen for you by a court," Harris said, stressing the importance of naming advocates and documenting wishes.
Harris opened by citing demographic context — "71 million baby boomers" and "about 10,000 retire every day" — then outlined a five-role team she recommends for every plan: an asset advocate, health advocate, legacy advocate,…
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