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Monthly Archives: April 2022

Alameda County Financial Elder Abuse Attorney: Bookkeeper Arrested For Stealing From 92-Year-Old Client

ATTORNEY NEWSLETTER Altered Checks Discovered By Victim’s Daughter  Allegedly Stole Over Two-Year Period Deposited Altered Checks Into Her Own Account Given the potential for abuse, a licensed and bonded professional fiduciary is probably the optimal choice when a senior or dependent adult needs help with checking writing and bill paying […]

Apr 29, 2022 - Annuities Fraud by |

San Francisco Financial Elder Abuse And Annuity Attorney: Seeing Through The Sales Hype On Indexed Annuities

ATTORNEY NEWSLETTER Indexed Annuities Are Complex Insurance Policies Indexed Annuities Are Not Direct Fund Investments Surrender Charges, Fees And Return Calculations Indexed annuities are a particularly complicated variety of deferred annuities.  Despite the tile of this product and the various “funds” or “buckets” you may be offered to allocate your […]

Apr 28, 2022 - Annuities by |

California Annuities Attorneys: Nationwide New Heights Fixed Indexed Annuities

ATTORNEY NEWSLETTER Nationwide Life and Annuity Insurance Company Annuities Nationwide’s New Heights© and High Point© Products Nationwide Life and Annuity Insurance Company, part of the Nationwide Mutual Insurance Group, issues fixed indexed annuities in California under the trade names Nationwide New Heights©, Nationwide High Point 365 ©, and Nationwide High […]

Napa County Financial Elder Abuse Attorney: Caregiver and Relative Assisting Her Sentenced For Financial Elder Abuse

ATTORNEY NEWSLETTER Caregiver And Assisting Relative Financially Exploited Senior Police Say More Than $171,000 Taken Victim’s Daughter First Detected Suspicious Checks Theft from a victim is over 65 is straight theft but is also criminal financial elder abuse and grounds for civil liability against the person who took the property […]

San Mateo County Financial Elder Abuse Attorneys: Trustee Embezzlement From Elder And Dependent Adult Trusts

ATTORNEY NEWSLETTER Misappropriation Of Funds By Trustees Removal And Damages For Beneficiaries Enhanced Remedies Under Elder And Dependent Adult Abuse Act While many Californians create trusts to hold their assets, seniors and dependent adults in particular may do so because they can no longer manage their own financial affairs and […]

Apr 26, 2022 - Annuities by |

Teacher Annuities

ATTORNEY NEWSLETTER Many California teachers invest in annuities to supplement their retirement income. Insurance agents often attempt to sell teachers annuities because insurance laws in California allow agents to solicit payroll deferrals directly from individual teachers. These payroll deferral arrangements are commonly called “403(b) plans.” Agents tend to promote annuities […]

San Francisco Financial Elder Abuse Attorneys: SEC Charges Brothers With Running Ponzi Scheme On Elderly Investors

ATTORNEY NEWSLETTER Alleged Scheme Ran For Six Years 30 Elderly Investors Lost Money Charges Of Financial Elder Abuse, And Securities Law Violations While financial elder abuse may be limited to isolated transactions exploiting specific older individuals, financial elder abuse may also be perpetrated on numerous elderly victims.  Seniors are often […]

Santa Clara County Financial Elder Abuse Attorney: Caregiver Sentenced For Stealing From Seven Seniors In Assisted Care Facility

ATTORNEY NEWSLETTER Cash, Checks And Credit Cards Stolen From Patient Rooms Two Prior Convictions For Financial Elder Abuse Theft Estimated At $18,000 Any nursing home residents is at risk of financial elder abuse at the hands of any unscrupulous caregivers, staff, and employee in the business office.  The thefts may […]

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