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Speaker: Peggy Tracy and Pam Terry Topics: Liquidating An Estate: From Finding the Matisse to Combating Elder Financial Fraud Location: Attorney Resource Center

When: Wednesday, January 15, 2014
11:45 AM to 1:00 PM
Where: Attorney Resource Center
505 N. County Farm Road
3rd Floor
Wheaton, Illinois  60187
United States
Presenter: Peggy Tracy and Pam Terry
Contact: Marija Malacina

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Topic: Liquidating An Estate - From Finding the Matisse to Combating Elder Financial Fraud

Peggy Tracy will explain the basics of fraud detection and prevention amongst family members as well as outside sources of fraud. Elder care fraud is highlighted as well as understanding theft possibilities with various professionals the family might employ. The fraud triangle will be explained and solutions to safeguard your client's assets and families from misappropriation of funds, forgeries and fraudulent schemes.

Pam Terry will discuss how coordinating estate liquidations can save you and your clients time and hassle in a difficult and emotional situation, from clearing to closing.

Peggy Tracy, MBA, CFP, CDFA, CFE, having extensive training on fraud criminology relating to family finances, has made it her personal goal to educate attorneys and financial advisors and anyone else who might be in a  position to spot fraudulent, perhaps criminal activity involving family businesses and finances. 

Pam Terry of Your Estate Coordinators, Law Office of Pamela K. Terry, has been in private practice for over 15 years.  Her practice is concentrated in commercial and residential real estate and probate law.

Note: Only DCBA members are eligible to receive MCLE credit for this meeting.

Pizza, salad and drinks will be available to those that pre-register!

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