Bennett Blum, MD
Newport Beach, CA 92663
Bennett Blum, MD is an internationally acclaimed physician specializing in both forensic and geriatric psychiatry. An expert on the detection and impact of psychological manipulation tactics used by offenders to exploit the elderly and other vulnerable adults, his pioneering assessment techniques are taught in law schools and medical training programs throughout much of the Western Hemisphere. In addition, Dr. Blum’s work has been promoted by many international and U.S.-based organizations including the United Nations and the International Criminal Tribunal for the Former Yugoslavia and the International Criminal Tribunal for Rwanda; the U.S. State Department and the Court of Bosnia and Herzegovina; the Spanish Society of Legal Psychiatry; the World Psychiatric Association; the British Columbia Law Institute; the American Bar Association; the National College of Probate Judges; the National College of District Attorneys; the National District Attorneys Association; the Association of Judicial Disciplinary Counsel; and the National Guardianship Association. Dr. Blum is a Clinical Associate Professor of Psychiatry at the University of Arizona College of Medicine.
As an expert witness and litigation consultant, Dr. Blum has worked on legal cases throughout the United States, including the criminal trials of Susan Smith, Andrea Yates, Theresa Ramirez, and Linda Giles; litigation regarding Merrill-Lynch and the Orange County bankruptcy, and the civil lawsuit against O.J. Simpson; and more than 1,000 cases involving financial exploitation, elder abuse, testamentary capacity, and undue influence claims. Internationally, Dr. Blum testified in the precedent-setting United Nations trial of General Pavle Strugar—the first full competency hearing before an international war crimes tribunal since Nuremberg. In 2022, Dr. Blum worked with UN prosecutors from International Residual Mechanism for Criminal Tribunals (IRMCT) during the hearings regarding the competency of Mr. Felicien Kabuga to stand trial for his purported role in the Rwandan genocide.
Dr. Blum’s work first received national attention when he was the only mental health expert asked to testify at the U.S. Senate Committee on Commerce, Science and Transportation’s 1999 hearing on Fraud: Targeting America’s Seniors. From 2002 to 2004, Dr. Blum was a technical advisor to the Research Triangle Institute for its national study on elder financial exploitation. This study was the basis for the Administration on Aging’s “Financial Exploitation of Older Persons Report.” In 2005, Dr. Blum participated in an invitation-only policy development conference for the White House Conference on Aging. Dr. Blum served on the Board of Directors for the National Committee for the Prevention of Elder Abuse from 2011 to 2018.
A sought-after speaker, Dr. Blum is often asked to provide training to professional, legislative, and community organizations on the prevention, investigation, and litigation of issues related to elder abuse—especially financial exploitation, assessment of diminished capacity, and undue influence tactics. His work became part of a nationwide 2006 training project titled “Undue Influence: The Criminal Justice Response.” In 2007, Dr. Blum worked with the National College of District Attorneys and National District Attorneys Association to review the mental capacity and undue influence sections of their course “Prosecuting Elder Abuse Cases.”
In 2009, the U.S. State Department sponsored training by Dr. Blum to the Court of Bosnia and Herzegovina on the topics of diminished capacity and undue influence/psychological coercion evaluation in war crime litigation.
Dr. Blum is a consultant to the Fiduciary Abuse Specialist Teams in Los Angeles, Orange, and Ventura Counties, and is a founding member of the Pima County Death Analysis Review Team in Arizona, a multi-disciplinary group dedicated to the investigation and prosecution of elder homicides.
A Phi Beta Kappa graduate of the University of Arizona, Dr. Blum received his medical education from the University of Arizona and psychiatric training at the University of California, Los Angeles. His work has been published by the National College of Probate Judges, State Bar Associations, and in major medical textbooks such as Kaplan and Sadock’s Comprehensive Textbook of Psychiatry, which has included his work in their editions for more than 18 years. Internationally, his work is profiled in the French elder-abuse text Douze Geriatres en Colere. Dr. Blum’s IDEAL model is taught in several law schools, including University of Denver Sturm College of Law, University of Chicago School of Law, and Stetson University College of Law. The IDEAL model is also described in the American Bar Association text, Assessment of Older Adults with Diminished Capacity: A Handbook for Psychologists, which lists it as one of the methods to be used when evaluating claims of undue influence.
Dr. Blum has been a Forensic Psychiatry Expert with Park Dietz & Associates since 1995.
- Competency
- Emotional Trauma
- Forensic Psychiatry
- Geriatric Psychiatry
- Pharmacology
- Probate
- Psychiatry
- Psychopharmacology
- Testamentary Capacity
- Undue Influence
- Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
- A:
• Bachelor of Science, Psychology – University of Arizona, Tucson, Arizona
• Biopsychology Program – University of Arizona, Tucson, Arizona
• Doctor of Medicine – University of Arizona, College of Medicine
• Master of Religious Studies, Rabbinic Ordination – Academy for Jewish Religion, California
Licensure: California, Arizona, Minnesota
Board Certification: Psychiatry
- Q: Please list your affiliations or memberships in any professional and/or industry organizations:
- A:
• American Academy of Forensic Sciences
• American Academy of Psychiatry and the Law
• American Association for Geriatric Psychiatry
• American Medical Association
• American Psychiatric Association
• Arizona Psychiatric Society
- Q: Please list any teaching or speaking experience you have had, including subject matter:
- A:
• Clinical Associate Professor, Department of Psychiatry, University of Arizona College of Medicine, Tucson, AZ
• Forensic Evaluation: Vulnerability to Undue Influence, Estate and Probate CLE: The 2022 Annual Estate/Probate and Trust Seminar: Covering Your Assets: New Topics You Won’t Want to Miss; Palm Beach County Bar Association, West Palm Beach, Florida (March 2022)
• Undue Influence – History and Assessment, Undue Influence and Professional Misconduct; 2021 AZ State Bar Convention, State Bar of Arizona, Phoenix, AZ (June 2021)
• What and How of Financial Exploitation (with Sally Hurme, JD), Guardianship in Action: Protecting Rights and Preventing Harm; New Mexico Guardianship Association 2020 Virtual Symposium, Albuquerque, NM (August 2020)
• Forensic Evaluation: Vulnerability to Undue Influence, I’m Not Dead Yet and I May Need That Money! Financial Exploitation and Undue Influence of Vulnerable Adults; State Bar of Arizona, Probate and Trust Section – CLE Seminar, Phoenix, AZ (December 2018)
• IDEAL Modeling Training, Washington State Department of Social and Health Services, Training Seminar, Seattle, WA (June 2016)
• Representation Considerations for a Growing Population of Vulnerable & Disabled Adults (Panel Discussant), Elder Law, Mental Health & Special Needs Planning Section, 83rd Annual Convention, Chandler, AZ (June 2016)
• Geriatric and Forensic Psychiatry, Ethical Practice and Forensic Assessment Seminar on Forensic Psychiatry for PGY 3 residents; University of Arizona, Tucson, AZ (February 2015)
• Undue Influence: Overview and Case Discussion (“Influencia Indebida”), Master class in Forensic Psychiatry (“Videoconferencia del Master en Psiquiatría Legal”); Universidad Complutense de Madrid, Hospital Gregorio Marañón, Madrid, Spain (January 2015)
• Bioethical Aspects of Older Adult Healthcare Reform: The Future or Back to the Future? (Bioethics Symposium Panel), Academy of Psychosomatic Medicine, 60th Annual Meeting, Tucson, AZ (November 2013)
• DSM-5 for Attorneys: Review of the New Psychiatric Manual, #1: Introduction to the Manual and Neurocognitive Disorders; CLE presentation, Arizona State Bar, Tucson, AZ (September 2013)
• Undue Influence: What Counsel in Conservatorships and Litigators Should Know, Conservatorships: Subjects Not Often Discussed; 3-hr seminar: CLE presentation, Trusts and Estates Section of the State Bar of California, San Francisco, CA (March 2013)
- Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
- A: No
- Q: On how many occasions have you been retained as an expert?
- A: More than 3,000
- Q: For what area(s) of expertise have you been retained as an expert?
- A: Competency to Stand Trial; Contested Guardianship; Elder Financial Abuse; Homicide; Legal Malpractice; Medical Malpractice; Mental Capacity Assessment; Product Liability; Professional Misconduct; Trust Disputes; Undue Influence Claims; War Crimes; Will Contests; Wrongful Death
- Q: In what percentage of your cases were you retained by the plaintiff?
- A: ~70%
- Q: In what percentage of your cases were you retained by the defendant?
- A: ~30%
- Q: On how many occasions have you had your deposition taken?
- A: 50
- Q: When was the last time you had your deposition taken?
- A: 2024
- Q: On how many occasions have you been qualified by a court to give expert testimony?
- A: 2
- Q: On how many occasions have you testified as an expert in court or before an arbitrator?
- A: 30 years
- Q: For how many years have you worked with the legal industry as an expert?
- A: Consultation, Reports, Expert Testimony
- Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
- A: Hourly rates are the same for all activities and are available on request.
- Q: What is your hourly rate to consult with an attorney?
- A: Hourly rates are the same for all activities and are available on request.
- Q: What is your hourly rate to review documents?
- A: Hourly rates are the same for all activities and are available on request.
- Q: What is your hourly rate to provide deposition testimony?
- A: Hourly rates are the same for all activities and are available on request.
- Q: What is your hourly rate to provide testimony at trial?
- A: Hourly rates are the same for all activities and are available on request.
- Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
- A: Travel expenses and other expenses specified in the engagement letter or contract.
Available Upon Request