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

Living Will

Answer

Guardianship Order

Answer

Revocable Trust

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

Refusing to pay a senior's medical bills

Answer

Failing to update a senior's will

Answer

Denying a senior access to their bank account for their own protection

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

Manage the principal's finances

Answer

Distribute assets after death

Answer

Apply for government benefits on behalf of the principal

Question 4

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

Accepted Answer

Investigating reports of elder abuse, neglect, and exploitation

Answer

Distributing Social Security benefits to seniors

Answer

Licensing nursing homes and assisted living facilities

Answer

Managing Medicare fraud investigations

Question 5

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

Accepted Answer

The mental ability required to make a valid will

Answer

The authority to manage another person's estate

Answer

The legal right to contest a will

Answer

The process of probating an estate

Question 6

Which legal arrangement involves a court appointing someone to manage the personal and/or financial affairs of an incapacitated adult?

Accepted Answer

Guardianship/Conservatorship

Answer

Durable Power of Attorney

Answer

Living Trust

Answer

Advance Directive