Episode notes
In this episode, James Daily, an experienced attorney specializing in fiduciary abuse litigation, discusses the intricacies and challenges of protecting elderly estate assets. Interviewed by Elizabeth Vargas and co-host Andrew Vargas, Daly shares insights from his practice in Newport Beach, California, where he handles cases involving betrayal by trusted individuals. Highlighting the unique moral landscape of his work, he emphasizes the difficulties elderly clients face in accessing legal services, often hindered by financial barriers. Daly reflects on specific cases, including a notable one involving a World War II veteran, underscoring the importance of robust legal protections for vulnerable seniors.
Charity of Choice: Saddle up Ranch
Keywords
how to protect financial assetshow to protect estate assetsestate planningasset protection strategiesasset protection trustasset protection real estate asset protectionasset protection for real estate investorsestate attorneyestate lawyerestate planning basicselder lawelder abuseelder financial abusealder financial abuse attorneyelder financial abuse litigationelder financial abuse lawsuitprotect the elderly from financial exploitation