CSA Certified Senior Advisor Legal Issues and Elder Law Questions and Answers

Question 1

Which legal document authorizes a trusted person to make financial decisions on behalf of a senior who becomes incapacitated?

Accepted Answer

Durable Power of Attorney

Answer

A Durable Power of Attorney remains valid even if the principal becomes incapacitated, authorizing the agent to manage financial affairs.

Question 2

What is elder financial abuse most commonly defined as?

Accepted Answer

The illegal or improper use of an older adult's funds, property, or assets

Answer

Elder financial abuse involves the illegal or improper use of an older adult's money, property, or assets, often by someone in a position of trust.

Question 3

A healthcare proxy (or healthcare power of attorney) grants an agent the authority to:

Accepted Answer

Make medical decisions if the principal is unable to do so

Answer

A healthcare proxy designates an agent to make medical decisions when the principal lacks the capacity to do so themselves.

Question 4

Under federal law, Adult Protective Services (APS) is primarily responsible for:

Accepted Answer

Investigating reports of elder abuse, neglect, and exploitation

Answer

APS agencies investigate reports of abuse, neglect, and exploitation of vulnerable adults, including the elderly.

Question 5

What does 'testamentary capacity' refer to in elder law?

Accepted Answer

The mental ability required to make a valid will

Answer

Testamentary capacity means the testator understands the nature of making a will, the extent of their property, and who their heirs are.

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