Case Study : Charlene
Charlene was married with two children and lived in New Jersey. Her mother was in her early 80's and lived in California near her brother John. John had serious drug and alcohol problems and had drained his mother's investment accounts of almost $100,000 during the previous two years.
Charlene, worried that her brother would take all of the money her mother would need to look after herself in her later years, tried to find help. She went to California two years in a row, spending more than $6,000 in travel expenses and attorneys' fees, trying to convince law-enforcement authorities to take some action against her brother. But they would do nothing. Not even her husband, a well-connected corporate lawyer, could get anyone to do anything.
Charlene retained Aging Solutions by telephone from New Jersey to assist her. We contacted all the appropriate authorities, including investigators and legal professionals. Within two weeks her brother was arrested and a conservatorship was established for her mother. We also began negotiations with the investment firm that held her mother's assets, because we discovered the firm had knowledge of the brother's actions, yet never reported them to the appropriate authorities.
Charlene was referred to Aging Solutions by her mother's investment broker. We provided 32 hours of service over two weeks. We were able save the family almost $30,000 and to recoup an additional $20,000.