Brief Summary of Minutes of Annual Meeting

The minutes of the multi-state project W2191 are attached.

Approved Project Objectives: 1. Understand the participants lived experiences (knowledge and feelings) related to elder financial exploitation. 2. Identify factors in the victims/perpetrator family system that participants consider to be significant antecedents to the Power of Attorney elder financial exploitation in their family. 3. Gain insights into the victims and perpetrators family experiences that could assist professionals in facilitating healing of emotional and relationship wounds within families. 4. Identify the range and scope of family experiences related to foundational antecedents, exploitation situations, and impact and meaning of the elder financial exploitation that could contribute to prevention and effective redress. 5. Refine and/or expand the Conceptual Model of Elder Financial Exploitation by Rabiner, OKeeffe, and Brown, 2004. 6. Refine the current research design and identify future studies that could contribute to prevention and more effective redress of familial elder financial exploitation. 7. Create a means of measuring the prevalence of elder financial abuse by family members who have had Powers of Attorney. Milestones (2013): (Objective 1 & 4): Continue grant writing as needed. Add legal expertise to our team that can help to interpret legal aspects of participants experiences shared during the in-depth interviews. We have written written the following 4 grant proposals. Two were funded, one unfunded, and one pending. Virginia B. Vincenti, Karen P. Goebel, Jeanne M. Hogarth, Cynthia R. Jasper, Eileen S. Gilchrist, Power of Attorney (POA) Financial Exploitation of Elders: The Experience of Family Members and the Impact on the Family, Phi Upsilon Omicron Educational Foundation, Inc., December 1, 2011-December 31, 2013, $2,500. Cynthia R. Jasper, Elder Financial Exploitation in Wisconsin, Wisconsin Association of Family and Consumer Sciences (WAFCS), Spring 2012 - Spring 2013, $500. Virginia B. Vincenti, CRIS (Current Research Information System) USDA, Elder Financial Exploitation: Impact on Families, Based on Multistate Project, $3,600. Virginia B. Vincenti, Cynthia R. Jasper, Karen P. Goebel. Financial Exploitation of the Elderly Within the Family System. Social Justice Research Center Grant, March 2013-October 2014, $3,000. Virginia B. Vincenti. Faculty Development in Aging Grant. Wyoming Geriatric Education Center, March 2013-September 2014, $3,060. Virginia B. Vincenti, Lorna B. Browne, Donovan Rudisuhle, Cynthia Jasper, Axton Betz, Karen P. Goebel, Elder Financial Exploitation Within the Family System, Retirement Research Foundation, Chicago, IL, September 1, 2013-March 31, 2015, $126,410.36. Donovan Rudishule has been added to our team. He has experience investigating and preparing evidene for trials on elder financial exploitation cases for lawyers in Colorado. Dr. Lorna Browne has been added to our team because of her expertise in hermeneutic phenomenology and transcript analysis. Dr. Marina Nunez and Dr. Eileen Gilchrist have dropped out of the team. (Objectives 4 & 6): Write and submit for publication a manuscript on challenges faced in trying to study this family secret. This has not been started yet. (Objectives 1-5): Write and submit for publication a manuscript on the findings on the in-depth interviews. Share findings with academic and lay audiences. Transcripts are being analyzed and a research journal manuscript has been started. The following presentations have been made based on preliminary findings from this research: Elder Financial Exploitation: Why is it a Family Affair?, Sheppard Symposium on Social Justice - University of Wyoming, 5-Apr-2013, Virginia B. Vincenti. Challenges of Studying Elder Financial Exploitation, Graduate Seminar, Dept. of Family & Consumer Sciences,- University of Wyoming, 22-Feb-2013, Virginia B. Vincenti. Making POA Contacts: Victims and Presentation to Financial Abuse Specialist Team (FAST), F.A.S.T. - Madison, WI, 28-Feb-2013, Karen P. Goebel. Misuse of Power of Attorney by Family Members - Poster Session, Wisconsin Association of Family and Consumer Sciences (WAFCS) Annual Conference, 8-Mar-2013, Cynthia R. Jasper, Karen P. Goebel. The Crime of Elder Financial Exploitation: A Threat to Community and Family Stability, Groves Conference on Marriage and Family, Boston, MA, 5-Jun-2013, Virginia B. Vincenti, Karen P. Goebel. (Objectives 4, 5, & 7): Conduct the pilot prevalence survey. Seek additional funding. We decided that this was a task so large that we could not undertake this at this point in our project. (Objective 6): If additional researchers are added to this multistate project, development of new studies may be needed. A new study was developed for a proposal submitted 5/1/13 to the Retirement Research Foundation.

We have a journal manuscript in process, but none have been completed as of 5/15/2013.