Trusts and Estates

Ca. Trs. & Estates Quarterly 2023, VOLUME 29, ISSUE 3

THE NUTS AND BOLTS OF TRUST, ESTATE AND FINANCIAL ELDER ABUSE MEDIATION

Written by Daniel I. Spector, Esq.*

I. SYNOPSIS1

The purpose of this article is to provide the reader with a practical guide to mediations of disputes involving trust, estate (which is used broadly to include contested conservatorships), and civil financial elder abuse ("FEA") claims. The article is also specifically intended to provide practitioners and mediators with useful information and insights regarding the unique, deeply personal and complex nature of these mediations.

II. THE CONTEXT IN WHICH TRUST, ESTATE AND FEA MEDIATIONS OCCUR IS COMPLICATED

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