CLIENT – Financial Exploitation of Elders
Pam, I just wanted to thank you for the outstanding job you did on the complicated situation which you sorted out for my family. When one relative so grossly abuses the funds of a couple in their nineties, the emotions run very high. Had it not been for your thorough and dedicated work, we never would have known how much money was used. You not only were willing to attend meetings with law enforcement officers, but also to confrontational meetings with the abuser and his attorney. Your analysis is thorough and leaves no doubt as to the illegal use of the money involved. The organization of your findings makes it a snap for law enforcement to go ahead with their case and perhaps make the estate of my in laws whole again. We could not have done it without you.
Also, your patience and support during what was the most disappointing thing I have ever dealt with within my family was very important to my wife and I. There were receipts submitted that without knowing the family, I did not think you would catch but you found every single instance I had highlighted to myself to ask you about. Your charge was not only reasonable but in fact paid for itself.
The highest compliment I can pay you is that my brother with 30 years of forensic, auditing and accounting experience as chief financial officer of a Fortune 100 company said to me. “Wow, Your accountant did one amazing job of sorting this mess out “. I feel the same way.
Thank you!
D.L.