Cathy Cress

Expert in Aging Life and Geriatric Care Management

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Areas to Cover in Whole Family Approach -Relationship to Money

June 17, 2013

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Relationship to Money- Values concerning spending, saving, and inheritance often impact the family caregiver. This must be picked up in a psychosocial assessment using the whole family approach.

The circumstances for those who lived through the great depression have made many adults fearful of spending and taking any financial risks. Raised in a relatively secure environment, this can be very difficult for the adult children to understand. Talking to “The Greatest Generation” parents about money is difficult, especially if the money you are talking about is theirs. They belong to a generation that was taught to keep their information private, and not to share their concerns openly. Even if they need help, they may not be willing to talk to you, because it’s ‘none of your business,’ or because they are afraid to give up control over their financial affairs.

It is incumbent upon adult children to bring up this difficult topic of money before a crisis hits. This can assure that the emotional aspects of spending; the differing relationships to money, and the objective realities are resolved. All too common, when financial issues are ignored, situation of inappropriate spending, withholding of services or fiduciary misconduct arise.

There are other situations in which family members may question expenditures for the senior, out of concern that future inheritance may be depleted. This is another problem with relationship to money. If the aging professional or geriatric care manager finds adult children withholding needing services even if the money is there to pay for them that is a red flag.

 

All this can be gathered by using the whole family approach and talking to each adult child in the family plus the elderly client, spouse, physician and elder law attorney if in the case.

Filed Under: Aging Tagged With: aging family, aging parent, aging parent care, elder financial abuse, elder fiscal abuse, elder law attorney, elders not spending money on care, financial abuse, geraitric care manager, Geriatric Assessment, geritaric care manager, greatest Generation, greatest generation cohorts, greatest generations relationship with money, Marriage and Family Therapist, Psychsocial Assessment, quality of life in retirement, relationship to money in aging, Whole Family Approach, whole family assessment

Undue Influence- New York Times

March 28, 2013

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New York Times article -Undue influence – perhaps -committed on  a renowned painter Merton D. Simpson and major  collector of African art . Mr. Simpson is dead and housed in funeral home until someone pays for funeral. Aging professionals-  you just never have seen it all.

Filed Under: Aging Tagged With: aging parent care, blaming familiy members, case manager, death, dementia, dysfunctional aging family, elder abuse fiscal assessment, Elder Legal Assessment, elderlaw attorney, estranged elder siblings, financial abuse, geriatric care management, geriatric care manager, geriatric care managers, guardianship, My Geraitric Care Management Operations Manual, National Association of Geriatric Care Managers, protecting elder assets

Part 2 How Do you Craft a Care Plan for a Dual Assessment

March 17, 2013

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Filed Under: Aging Tagged With: ADL dressing, ADL toileting, aging parent care, aging parent crisis, assessing the caregiver, care plan, care plan as saftey net, care plan interventions, care planning, caregiver, caregiver assessment, caregiver burnout, caregiver family meeting, caregiver overload, caregiver overwhelm, caregiver stress, caregiving family members, carer assessment Ireland, case manager, checklist for aging parent problems, divorce, elder abuse, extended family, financial abuse, Functional Assessment, geraitric assessment, geraitric care manager, geriatric care management, Handbook of Geriatric Care Management third edition, live-in relationships as caregivers, midlife sibling, modern family, My Geriatric Care Management Operations Manual, National Association of Geriatric Care Managers, older couples and living together, unpaid family caregivers

How to Add Psychsocial Problems to Your Care Plan

March 6, 2013

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What is the next step in creating a care plan? You started with the initial reason the family member or client called you as a geriatric care manager or aging professional. The first assessment you turned to is your functional assessment. After addressing the first problem, you continued creating your care plan by listing the client’s problems from your functional problems.

Next you list the psychosocial problems taken from your psychosocial assessment. Say our Parkinson’s client’s adult children are arguing about whether to place him at a higher level of care or keep him at home. This would be a psychosocial problem and a family meeting initiated by you the GCM or aging professional would be the intervention in your care plan. Perhaps our older client is living with an older woman companion and the adult children suspect her of trying to get their father to change his trust in her favor. That would be a psychosocial problem and the solution would be to identify your Parkinson’s client elder law attorney and, with the adult children’s consent, set up a meeting with the family and the elder law attorney to discuss their concerns about fiscal elder abuse. You do a geriatric depression scale and find your elderly Parkinson’ client is depressed. Your psychosocial intervention may be to make an appointment with his physician and have him evaluated and to identify some activities he could take place in that would increase his quality of life and decrease his depression.

 

Filed Under: Aging Tagged With: aging family, aging parent, aging parent care, aging parent crisis, assessing the caregiver, Care Managers Working with the Aging Family, care plan, care planning, caregiver assessment, case manager, checklist for aging parent problems, Communication with adult siblings, depression, Depression Assessment for Older person, elder abuse fiscal assessment, elderlaw attorney, financial abuse, Functional Assessment, geraitric care manager, Geriatric Assessment, Geriatric care management operations manual, geriatric care managers, increasing quality of life, informal caregiver, My Geraitric Care Management Operations Manual, National Association of Geriatric Care Managers, Parkinsons, protecting elder assets, Psychosocial assessment, refering to physician for depression, reporting falls tp Dr., unpaid family caregivers

Financial Abuse as an IADL -Undue Infuence

January 27, 2013

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What is undue influence?

Undue influence is when an individual who is stronger or more powerful gets a weaker individual to do something that the weaker person would not have done otherwise.

What is undue influence? A stronger person uses various techniques or manipulations over time to gain power and compliance.

Undue influence can be wielded in one-time events. An example would be a discussion of transaction at an unusual or inappropriate time for example with a widow with recent bereavement someone says” let’s you sign your stock over to me”. There might be a consummation of a transaction in an unusual place like a funeral home. A person applying undue influence might insist or demand that business be finished at once. Multiple persuaders against a single vulnerable person might use undue influence. It might occur when there is an absence of third party advisors, Undue influence can occur when a perpetrator states that there is no time to consult financial advisor’s or attorneys

Undue influence can be used by totalitarian groups, both religious and non religious. An example of this is the mass death at Jonestown

It can be put forth by, especially, existing or cultivated, close and personal relationships. It can be used in fiduciary relationship like an executor, attorney, or accountant

It can be brought to bear in a non –fiduciary relationship like, clergy, housekeeper, gardener, and physician.

The number one villain in undue influence is family , the group most trusted by elders

There is a common denominator of financial exploitation of elders

Undue influence is most common on trusting relationships of long duration (nephew moves in the help elderly aunt and then takes over stock and changes will)

It many times is perpetrated by cultivated by people who are opportunistic

Undue influence can be exerted by someone Isolates the elder, promote dependency, or induce fear and distrust of others. This after happens with sweetheart scams – where a younger woman marries a much older man wealthier who she takes financial advantage of.

What should a GCM or aging professional do? First meet the client alone.

Few admit because afraid of caregiver abandonment or further abuse

If you work for an agency you should meet supervisor and report the abuse

Finally you should call as you are Call Adult Protective Services– In most states you are a Mandatory Reporter

Filed Under: Aging Tagged With: case manager, checklist for aging parent problems, conservator, crisis with aging parents, elder abuse, elder abuse by family members, elder abuse fiscal assessment, elder law attorney, financial abuse, Financial Planner, Forgiveness, Functional Assessment, GCM Operations Manual, geraitric assessment, Geriatric Assessment, guardianship, IADL financial abuse, IADLs, Instrumental Activities of Daily Living, Mickey Rooney, My Geraitric Care Management Operations Manual, National Assocaition of Geraitric Care Managers, Psychsocial Assessment

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