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December 01, 2016

Illinois-Specific Lay Fiduciary Resource and Webinar Now Available

(The pdf for the issue in which this article appears is available for download: Bifocal, Vol. 38, Issue 2.)


Millions of Americans are managing money or property for a loved one who is unable to pay bills or make financial decisions. These financial caregivers may be agents under a power of attorney, guardians of property or other fiduciaries. To help financial caregivers in Illinois, the Consumer Financial Protection Bureau’s (CFPB) Office for Older Americans has published easy-to-understand Managing Someone Else’s Money guides with information and resources specific to Illinois. The guides were written by the ABA Commission with assistance from state experts.

Join a free webinar on January 12 to learn more about these guides and how you can help people acting as financial fiduciaries for older adults and adults with disabilities. Speakers include:

  • Honorable Patricia Banks, Presiding Judge, Elder Law and Miscellaneous Remedies Division, Circuit Court of Cook County; Chair of the ABA Commission on Law and Aging
  • Jonathan Lavin, President and CEO, AgeOptions
  • Wendy Cappelletto, Supervising Attorney, Cook County Public Guardian
  • Naomi Karp, Senior Policy Analyst, CFPB, Office for Older Americans

Upcoming webinar: Tools for Financial Caregivers in Illinois

January 12, 2017

2:00-3:00 p.m. Central Time

To register for this event:

  1. Go to:
  2. Enter the conference number (2339963) and passcode (144022).
  3. Provide your information for the event leader and then click submit.
  • To join the webinar, please click on the following link at the time of the webinar: (No RSVP required)
  • AUDIO PARTICIPATION ACCESS: Toll Free Number: 1-888-795-5920, passcode: 5082358

If you have any questions, please contact Tami Sieckman at [email protected] or 202-435-7121. ■