In an era of sophisticated social engineering, traditional bank accounts often leave older adults vulnerable to high-pressure "catfishing" and romance scams.
This session with Melissa Holcombe, DSW, LCSW, demonstrates how a properly structured legal trust serves as a digital and emotional firewall, preventing the rapid depletion of life savings. We will examine the mechanics of co-trusteeship and fiduciary oversight, showing how these "speed bumps" interrupt the cycle of exploitation before a wire transfer is ever sent.
Attendees will learn how to frame the conversation around a trust as a tool for empowerment and security rather than a loss of independence. You will leave with actionable legal strategies to insulate your family’s legacy from the world’s most convincing predators.