May 19, 2009, 12:23 PM
http://newoldage.blogs.nytimes.com/2009/05/19/in-financial-abuse-a-blind-spot-for-family/
Amid Financial Abuse, a Blind Spot for Family
By PAULA SPAN
Outside the courtroom where socialite Brooke Astor’s son and former attorney are on trial for conspiracy and scheming to defraud her estate, a witness stopped to talk to a columnist for the New York Post.
Betsy Gotbaum, New York City’s public advocate and Mrs. Astor’s close friend, had just testified to Mrs. Astor’s mental decline, which prosecutors say left her unable to understand the changes to her will that benefited her son, Anthony Marshall, 84. Whatever his culpability, Ms. Gotbaum said, “She wouldn’t want him to go to jail.”
It’s a sentiment that experts often hear in cases of alleged financial exploitation. One reason the crime proves difficult to detect and prosecute is that so often “the abuser is someone the elder has loved and trusted,” said Thomas Hafemeister, a University of Virginia law professor studying financial elder abuse. Who wants to see a loved one — even one who may be ripping you off — in handcuffs?
As with other forms of elder abuse, basic facts about financial exploitation — even how widely it occurs and to whom — remain elusive. Experts think all varieties are substantially underreported, and financial manipulation, unlike broken bones or bruises, can happen almost invisibly.
But in elder abuse cases substantiated by adult protective agencies in 11 states, the most common abusers weren’t strangers, but sons and daughters,the National Center on Elder Abuse has found (PDF). A recent report on financial abuse from the Metlife Mature Market Institute (PDF) also points to family, along with “trusted professionals,” as the primary predators.
Which complicates everything. Family dynamics represent “a major cause of underreporting,” said Joy Solomon, who heads the Weinberg Center for Elder Abuse Prevention at the Hebrew Home in the Bronx. A former prosecutor, Ms. Solomon has seen “the denial, the shame and the guilt — ‘If I was a better mother, my son would never have done this.’”
The parallels with domestic violence cases are striking. This is a crime, Ms. Solomon said, in which the victim may feel greater humiliation than the criminal. So even when a third party, a lawyer or financial advisor or another family member, does notice suspicious behavior, victims often vigorously deny that they are victims, either because they don’t want to acknowledge their incapacities as they age or because they want to protect their exploiters. Or both.
Take the case of the dueling daughters that Craig Reaves, president of theNational Academy of Elder Law Attorneys, encountered in his practice a few years back. A long-estranged daughter had re-entered the life of Mr. Reaves’s elderly client, who had dementia and who suddenly wanted to change estate plans, often a red flag.
Concerned about manipulation, Mr. Reaves questioned his client closely, but the man resisted any suggestion of exploitation. “He said, ‘This is what I want to do,’” Mr. Reaves recalled. “He enjoyed being with her. She was treating him very, very nicely.” Yet she also was trying to append her name to her father’s assets. Ultimately another daughter asked a court to appoint a neutral guardian (as a grandson did in the Astor case) for their father.
In other situations, a troubled child — perhaps with drug or alcohol problems, or untreated mental illness — moves back into the parent’s home with ugly results. “The parent likes having family there as she gets older and more vulnerable,” said Mr. Hafemeister, who has interviewed dozens of victims and caregivers in Virginia. But, financially dependent on the parent, “the child may resent the situation” and start skimming from Social Security payments, pocketing money intended to pay the electric bill, or charging pricey items to the parent’s Visa card.
Sometimes, Mr. Hafemeister has found, the parent even tacitly accepts such theft. “It can be hard to determine who’s contributing to this, they’re so enmeshed,” he said. Outside investigators are often unwelcome — even though it’s common for financially exploited seniors to also suffer physical abuse or neglect.
In fact, enforced social isolation — having access to friends and other family cut off while growing more psychologically dependent on the person with control — is in itself a warning that a vulnerable person may be at risk.
“You skew the person’s reality,” Mr. Reaves said. “That makes it easier to say, ‘And oh, by the way, sign this.’”
Paula Span is the author of “When the Time Comes: Families With Aging Parents Share Their Struggles and Solutions,” to be published next month by Grand Central Publishing.
Comments of the Moment
http://www.nydailynews.com/ny_local/2009/05/13/2009-05-13_when_did_the_brooke_astor_trial_become_all_about_her.html
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Charlene Marshall leaves court on Tuesday.
Time Life/Getty Image
PHOTO GALLERY: Brooke Astor's life in pictures.
When did the Brooke Astor trial become all about Charlene Marshall?
JOANNA MOLLOY
Updated Wednesday, May 13th 2009, 3:07 AM
It was hard to watch Charlene Marshall losing it in court.
She threw her arms up and her head back, as if to God. Her eyes bugged. She jumped up and slammed her purse on the bench.
With her husband, Tony, who is accused of allegedly swindling his socialite mother Brooke Astor, sitting several rows up, reporters easily heard her stage-whisper, "Did you see that? She walked right by, laughing at me!"
This was aimed at Birgit Darby, Mrs. Astor's former social secretary. Darby had testified in deposition about an f-word-laced phone call in which Charlene ended with, "If he dies, I get nothing!"
Oh, boy, everyone said. Charlene is losing it. Great story.
You would have thought she'd learned her lesson when photos of her breaking down in tears outside court made the front page last week.
She's not charged with anything, but Charlene is being tried in the press as an unindicted co-conspirator. Miss Piggy is her default name and she's been caricatured as positively porcine.
She's guilty of being overweight, and as one socialite after another takes the stand - with their boy-like bodies and helmet bouffants - who can be blamed for equating girth with greed. And did the prosecutor really have to refer to Charlene as the "elephant in the room"?
A reality check was in order, so I spoke with Samuel Peabody, who met Tony Marshall when he was 14 - 70 years ago.
Sam and his wife Judith are the coolest socialites in New York. They not only write the checks to help poor people without the publicity photos or their names emblazoned across buildings, but they "walk the walk."
Judy Peabody has taken daily, hands-on care of AIDS patients since the 80s. And Sam has done more for the city's minority children than anyone, when the couple could just golf and lunch and travel if they wanted to.
His ancestor arrived here on the boat that followed the Mayflower and became the first governor - when Massachusetts was still a Bay Colony.
Put it this way: Like Brooke Astor, Sam Peabody also had one of the invaluableChilde Hassam flag paintings. But next to it is his favorite picture of his mother - in jail for daring to eat with black people in the South in 1964.
"[Charlene] is an extremely compassionate woman," Peabody said. "She's active at St. James Church. She brings Communion to shut-ins ... She listens. She helps people in pain ... She's not a golddigger at all."
Charlene calmed down in the afternoon, when artist Richard Osterweil, another friend, sat next to her and held her hand.
"Charlene is really a lovely person," he said.
Maybe more friends should show up. She's there to support her husband, but if she keeps losing it, she's going to become a - pardon the expression - big liability.
jmolloy@nydailynews.com
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http://www.nydailynews.com/ny_local/2009/05/12/2009-05-12_astor_didnt_recognize_knickerbocker_club_a_favorite_restaurant_later_in_life_say.html
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Anthony Marshall (r.), son of the late Brooke Astor, and his wife Charlene Marshall arrive at Manhattan Supreme Court.
Schumann for News
Brooke Astor ate at the Knickerbocker Club for years, sitting in the same table, but later in life she didn't recognize it, says Patsy Preston.
Charlene Marshall, Brooke Astor's daughter-in-law, has outburst in court
BY MELISSA GRACE AND CORKY SIEMASZKO
DAILY NEWS STAFF WRITERS
Updated Tuesday, May 12th 2009, 4:43 PM
Brooke Astor's daughter-in-law yelped and threw up her arms in frustration Tuesday when prosecutors painted her as a money-grubbing meanie who feared she'd be axed from the socialite's will.
The outburst came as prosecutor Elizabeth Loewy tried to get the judge presiding over the fraud trial of Astor's son, Anthony Marshall, to let jurors hear an angry statement his wife, Charlene, made about Astor.
"She's f-----g killing him, she's f-----g killing him," Charlene Marshall screamed over the phone to Astor's secretary, Birgit Darby in 2002, five years before the Astor died.
"And if he dies before she dies I get nothing."
The "she" was Astor. The "he" was Marshall, who is on trial for swindling his mother.
Prosecutor Joel Seidemann said the jury should hear the statement because, he said, Charlene's greed made her the "elephant in the room."
Her face beet red, Charlene Marshall was not mollified when Manhattan Supreme Court Justice Kirke Bartley barred it, saying she was not charged with a crime.
"It doesn't matter, it is out," Charlene told her husband.
Outside the courtroom, Darby said Charlene laid into her because Astor insisted on wintering in Florida like she did every year. "They didn't want to spend the money," she said.
Darby said the Marshalls were clearly not happy to see her on the stand.
"He never looked at me," she said. "She glared at me the whole time. If eyes were daggers I would be completely eviscerated."
Charlene's snit aside, Bartley's ruling was a blow to prosecutors, who contend that Marshall was trying to slake his wife's lust for money when he and lawyerFrancis Morrissey plundered Astor's $185 million fortune.
Numerous prosecution witnesses have testified that Astor loathed Charlene. Darby testified that the socialite referred to her daughter-in-law as "that woman."
Darby, 47, was employed by Astor from September 2001 to February 2002, but said the Marshalls "made it clear I'd be working for them."
Among other things, Darby said she was ordered to tell them "of any expenditures if [Astor] went shopping."
Asked about Astor's beloved Childe Hassam painting, which had been destined for the Met before Marshall sold it to a gallery for $10 million, Darby said he made sure his mother was not around when he brought "a gentleman by to look at the painting."
Darby testified that after Astor defied the Marshalls and went to Florida, she was told the old lady had an accident and "she would not need a social secretary ... going forward."
"I never found out if she'd had an accident or not," she said.
Marshall, 84, and Morrissey, 66, deny ripping off Astor and insist she was lucid when she agreed to part with the painting in 2002 and updated her will two years later.
That update rerouted $60 million Astor had set aside for charity to her son.
mgrace@nydailynews.com
Read more: http://www.nydailynews.com/ny_local/2009/05/12/2009-05-12_astor_didnt_recognize_knickerbocker_club_a_favorite_restaurant_later_in_life_say.html#ixzz0TZdqNKVf
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http://www.nydailynews.com/ny_local/2009/05/11/2009-05-11_brooke_astors_former_social_secretary_jolee_hirsch_fennebresque.html
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Jolee Hirsch Fennebresque, the former personal secretary to the late Brooke Astor, arrives at Manhattan Supreme Court.
Brooke Astor's former social secretary says socialite barely remembered her at 100th
BY MELISSA GRACE AND CORKY SIEMASZKO
DAILY NEWS STAFF WRITERS
Monday, May 11th 2009, 1:57 PM
Brooke Astor's former social secretary said she worked for the socialite five days a week for four years, but the socialite barely recognized her at her 100th birthday bash.
"To me she looked overwhelmed, a little bit fragile and weary," Jolee Hirsch Fennebresque testified Monday. "She looked pretty blank."
Fennebresque worked for Astor from 1997 to 2001. The birthday party was in 2002.
Prosecutors put Fennebresque on the stand to support charges that Astor's son, Anthony Marshall, and his pal Francis Morrissey, took advantage of the socialite's senility to plunder her $185 million fortune.
The testimony from Astor's ex-aide came after defense lawyers aired video from the socialite's birthday bash which showed the supposedly doddering dowager delivering a witty, lucid, two-minute speech that left everyone laughing.
Fennebresque, 35, said in Manhattan Supreme Court that Astor and her son had a "tense" relationship.
"At times it was good and fine and other times there was a tension," she said. "(Astor) would roll her eyes, or something like that" after Marshall was gone, she said.
Fennebresque, who left Astor to work for First Lady Laura Bush, said Marshall's wife, Charlene, rarely visited.
"I think they had a difficult relationship with each other, so often it was tense," she said.
Astor's former aide also said she noticed her boss was losing it well before Marshall told her in 2000 his mother was suffering from Alzheimer's.
"She couldn't remember people, it frustrated her," she said. "She was definitely weaker when I was leaving."
The last time she saw Astor was in 2004.
"It wasn't so good," she said. "It made me sad because she really didn't remember me."
That is significant because Marshall and Morrissey insist Astor was lucid when she updated her will in January 2004 to give her son $60 million she set aside for the Met and other charities.
Marshall, 84, and Morrissey, 66, deny ripping Astor off.
Earlier, an aide to David Rockefeller testified that Astor was too far gone to help plan her 100th birthday bash - but that her sense of humor was still intact.
Alice Victor said that when she asked Astor who she'd like to put on the 100-name guest list, she answered, "How about 99 men?"
When asked for names, Astor could only come up with about six.
Astor was 105 when she died in 2007
Read more: http://www.nydailynews.com/ny_local/2009/05/11/2009-05-11_brooke_astors_former_social_secretary_jolee_hirsch_fennebresque.html#ixzz0TZeYsCT1
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NYC Astor trial shines light on jury-room strife
By JENNIFER PELTZ (AP) – 23 hours ago
NEW YORK — Jurors in the epic criminal case about philanthropist Brooke Astor's fortune seemed to have hit a breaking point.
With deliberations in their eighth full day, one member felt so threatened by a fellow juror's comments that she asked to be dismissed. One appeared to be crying in the courtroom.
Three days later, the same jurors unhesitatingly rendered a unanimous verdict, convicting Astor's son and an estate lawyer of plundering the frail socialite's wealth.
A dramatic turnaround? As fraught as the Astor jury seemed, it wasn't the first to founder on tensions but ultimately deliver a verdict. Appeals courts have upheld convictions that came after jurors expressed fears of being assaulted by fellow panel members or locked themselves in a bathroom to get away from deliberations.
Still, some legal experts say the apparent jury-room fireworks in the Astor case could be fertile ground for an expected appeal — ground that defense lawyers may have prepared in an unsuccessful mistrial request. For now, attorneys for Astor's son, Anthony Marshall, and lawyer Francis X. Morrissey Jr. aren't saying whether they plan to pursue one.
As for the jurors, several downplay the friction as they look back on the five-month courtroom drama, in which such star witnesses as Henry Kissinger and Barbara Walters helped provide an often sad and intimate look at a society legend. If emotions sometimes ran high, the group generally was congenial, methodical and committed, they said.
"I felt lucky to be on a jury with 11 people who were intelligent and truly fair," said juror Ilona Gale, a city HIV prevention worker.
It's hardly startling that 12 strangers' effort to decide questions of guilt can be fractious — see Exhibit A, the jury-room classic "12 Angry Men."
In fact, jurors often say afterward that they felt threatened, said Los Angeles-based jury consultant Philip K. Anthony. His firm, DecisionQuest, has interviewed more than 10,000 civil and criminal court jurors after their service.
Some have told him they were so rattled by fellow jurors that they asked others — or court bailiffs — to walk them to their cars. Others expressed concern about fellow jurors finding out where they lived.
"I've had jurors tell me another juror told them, 'When the trial's over, I'm going to meet you outside, and we'll have it out on this,'" Anthony said.
It's less common for jurors to report their apprehensions to the court during the trial, but there are a number of examples.
Just last month, a New York federal judge gave a jury a day off to cool down after one member said others threw a chair and threatened to "beat me up" while deliberating on whether the osteoporosis drug Fosamax caused painful jaw bone destruction. The civil trial ended in a hung jury; the plaintiff's lawyer has said he expects a retrial.
A federal jury weighing a campaign-related mail-fraud case against a former Kentucky state senator and his wife in 2004 continued deliberating after one female juror said she would "kick the backside" of another juror. The guilty verdicts were later thrown out for unrelated reasons.
As in the Astor trial, juries often are asked to work through clashes and do, said New York Law School professor Randolph Jonakait, author of "The American Jury System," published by Yale University Press.
Some courts have stepped in, however. A judge in Niagara Falls, N.Y., declared a mistrial in a murder case in 2001 after a juror said a colleague might have choked another jury member and suggested black jurors were being pressured to change their votes. The defendant, accused of killing a man on behalf of the victim's wife, was later acquitted.
Some appeals courts also have shown concern about jury strife. A New York appellate court overturned a Bronx man's 1984 attempted rape conviction because a juror holding out for acquittal said another jury member "came at me with her fists" before being restrained by others. Appeals judges, noting that the trial court didn't respond to the juror's alarm, called the guilty verdict "the result of coercion" and ordered a new trial.
Defense lawyers in the Astor case raised the specter of coercion as they pressed for a mistrial after hearing Monday that one unidentified juror felt "personally threatened" by another's comments.
If she was the same juror in tears in the courtroom, "one must have grave doubts about whether she can continue to follow her own conscience, or whether she instead will choose her own safety over the rights of the defendants and simply succumb to intimidation and change her views," one of Marshall's lawyers, John Cuti, wrote to the court.
Judge A. Kirke Bartley denied defense bids for a mistrial or an inquiry into the juror's ability to continue. Instead, he told the panel to keep deliberating, with "respect and civility."
If defense lawyers try to make juror tensions an issue in their appeal, they will confront a legal system that is generally reluctant to scrutinize deliberations, except when they may have been improperly swayed by outsiders, legal experts said.
But a claim that a juror was frightened could be an exception, Fordham University School of Law professor Jim Cohen said.
Thaddeus Hoffmeister, a University of Dayton School of Law professor whose research focuses on juries, said any claim would depend on what actually happened in the jury room.
"Is it going to rise to that level (of being seen as coercive)? Only those people in that room know," he said.
Astor juror Barbara Tomanelli won't discuss any conflicts that erupted during deliberations. She describes the process as thorough and patient, with jurors hunting through reams of notes, raising hands to speak and meticulously working through the 18 charges on a blackboard and a flip chart.
When a divide persisted, the group would review testimony, move on to another count or take a walk, she said.
Yes, it was grueling, but fascinating, and "I was very proud of the fact that we did it," the retired executive assistant said. After it was all done, "we were able to ... sit around and have beers together. And that ought to tell you something."
Associated Press writer Karen Matthews and researcher Susan James contributed to this report.