Mental Health + Aging with Dr. Regina Koepp

#066- Elder Financial Abuse by Family Members: Schottenstein Family Story


Listen Later

At 93 years old, Beverley Schottenstein filed financial abuse charges against two of her grandsons, Evan Schottenstein and Avi Schottenstein, and JP Morgan. A ruling in February 2021, found the two grandsons and JP Morgan liable for abusing their fiduciary duty and making fraudulent misrepresentations. They also found the bank and Evan Schottenstein liable for elder abuse. It ordered JP Morgan and the grandsons to pay Beverley $19 million between them.

In this episode, I interview Cathy Schottenstein Pattap, one of Beverly Schottenstein's granddaughters who took Beverly's concerns seriously and testified on her behalf.

Here's what you'll discover in this episode:

  • The Schottenstein family history of hard work, wealth, and the American dream.
  • 95 year old, Beverley Schottenstein's betrayal by her son, Bobby, and grandsons Evan and Avi, and the court case that found them and JP Morgan guilty of elder financial abuse.
  • Ways in which ageism and sexism played a role in Beverley Schottenstein's pursuit of justice.
  • The difficult but important task of standing up for oneself in the face of abuse and exploitation.


Click here
to visit the show notes page to learn more.

Are you a licensed therapist, psychiatrist, or neuropsychologist who specializes with older adults? Join me in building the ONLY geriatric mental health provider directory in the nation. For a limited time, you can claim your profile here for FREE with the code: foundingmember

For Families: Click here to download the Mental Health & Memory Loss Guide

Help others find this show by subscribing and leaving a review wherever you listen to the podcast, or here on i-tunes.

--
DISCLAIMER: The material on this site is for informational and educational purposes only. Any comments Dr. Koepp may make on the TV Show, blog, or in response to an individual’s story or comments should not be construed as establishing a psychologist-patient relationship between Dr. Koepp and the individual. None of Dr. Koepp's show, website, social media, comments, or group information should be considered a substitute for individualized medical or mental health assessment, diagnosis, or treatment. Dr. Koepp is only representing herself in her TV Show, blogs, and on her website.

Have a topic idea? Send us a text.

👉 Want to Become an Aging Informed Therapist? Join us for our live CE course on 8/21/25 from 12-1:30pm EST. Click here to learn more.

PROFESSIONALS: Grab your free guide to working with older adults here


Attention Social Workers, Therapists, Counselors, Psychologists, Aging Life Care Experts... Click here to get Continuing Education Credits

...more
View all episodesView all episodes
Download on the App Store

Mental Health + Aging with Dr. Regina KoeppBy Dr. Regina Koepp

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

42 ratings


More shows like Mental Health + Aging with Dr. Regina Koepp

View all
TED Radio Hour by NPR

TED Radio Hour

21,966 Listeners

Well Beyond 40 by JJ Virgin

Well Beyond 40

1,109 Listeners

Organize 365 Podcast by Lisa Woodruff

Organize 365 Podcast

1,316 Listeners

Happier with Gretchen Rubin by Gretchen Rubin / The Onward Project

Happier with Gretchen Rubin

12,923 Listeners

Hidden Brain by Hidden Brain, Shankar Vedantam

Hidden Brain

43,712 Listeners

Craig Groeschel Leadership Podcast by Life.Church

Craig Groeschel Leadership Podcast

10,703 Listeners

10% Happier with Dan Harris by 10% Happier

10% Happier with Dan Harris

12,610 Listeners

Being Well with Forrest Hanson and Dr. Rick Hanson by Rick Hanson, Ph.D., Forrest Hanson

Being Well with Forrest Hanson and Dr. Rick Hanson

2,460 Listeners

Oprah's Super Soul by Oprah

Oprah's Super Soul

31,886 Listeners

The Next Right Thing by with Emily P. Freeman

The Next Right Thing

5,423 Listeners

The Science of Happiness by PRX and Greater Good Science Center

The Science of Happiness

1,886 Listeners

Suze Orman's Women & Money (And Everyone Smart Enough To Listen) by Suze Orman Media

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

390 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

28,636 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

19,710 Listeners

The Jefferson Fisher Podcast by Civility Media

The Jefferson Fisher Podcast

8,214 Listeners