Protecting Vulnerable Seniors from Financial Exploitation – A Guide for Healthcare Professionals
Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care and Special Needs Law Practice Group, and Lori Kayne, the firm’s Geriatric Social Worker, presented “Protecting Vulnerable Seniors from Financial Exploitation- A Guide for Healthcare Professionals” in partnership with Oasis Senior Advisers Central Jersey exclusively for the Morristown Memorial Hospital staff.
Protecting Vulnerable Seniors from Financial Exploitation - A Guide for Healthcare Professionals
Seminar participants learned to:
- Define financial exploitation, the two main types and 5 warning signs
- Describe who is most at risk for exploitation and why it is hard to identify
- Identify reasons seniors are more vulnerable to financial exploitation
- Describe ways to protect seniors from financial exploitation
- List steps practitioners can take if financial exploitation is suspected
About Shana Siegel
Shana concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), Shana has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision-making, Medicare, Medicaid, and health insurance appeals.
Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association. She is active with the Long Term Living Association, several local chambers of commerce, and Jewish philanthropies.
About Lori Kayne
Lori has been working as a Geriatric Social Worker in the healthcare field for over 20 years. At Norris McLaughlin she works in collaboration with an Elder Care Attorney to develop a detailed Life Care Plan that addresses the health, safety and care concerns of her clients as they impact their legal and financial planning. She and the attorney work with clients and their families for an extended period helping them navigate the healthcare maze and plan proactively.
Prior to joining the firm, Lori was a Geriatric Social Worker at WanderPolo & Siegel law firm. She also worked as a Geriatric Care Manager for Generations Counseling and Care Management and Senior Bridge where she conducted geriatric assessments, developed plans of care and provided supportive counseling to assist clients with adjustments to illness and changes in lifestyle. Prior to that she worked as a Discharge Planner in a variety of hospital and nursing home settings.