May 15, 2018 / Media Mention

Alaimo quoted in CNBC article about preventing financial fraud against older Americans

Estate Planning & Personal Wealth attorney, Marve Ann Alaimo, was interviewed for and quoted in the CNBC article, "Advisors are asking their clients for a trusted contact. Choose wisely." The article discusses a recent securities rule change that is prompting brokerages to ask clients about "choosing a person who would be contacted if their advisor suspects fraud or mental decline."

"'It's important to be careful about the person you name,' said Marve Ann Alaimo, a partner at the law firm Porter Wright Morris & Arthur in Naples, Florida. 'You need to make sure it's someone who can be trusted to do the right thing with any information they're given from your advisor.'"