ATTORNEY NEWSLETTER The Duties of Trustees Many Californians, especially seniors, create trusts to hold their assets. Sometimes, the individual creating the trust (known as the “settlor”) also acts as his or her own trustee.  Often, however, settlors appoint others to act as trustees.  Appointed trustees may include family members, financial […]

ATTORNEY NEWSLETTER Beware Annuity Sales Hype Always Think About Taxes Are you a California resident over age 60 taking a close look at your future retirement savings level? The New Year is a good time to do just that and there are a few important factors to keep in mind.  […]

ATTORNEY NEWSLETTER Stories to Watch in 2018 The California and San Francisco attorneys at Evans Law Firm represent clients in a variety of cases ranging from financial elder abuse, life insurance and annuities case, nursing home abuse cases, whistleblower actions under the False Claims Act and Internal Revenue Service whistleblower […]

ATTORNEY NEWSLETTER Outsourcing and the Dangers of Related Party Transactions Nearly three quarters of the nursing home chains in this country outsource many nursing home operations to other companies they control. Management, physical therapy, and drug and other care services are increasingly outsourced. Contracts with related companies accounted for $11 […]

ATTORNEY NEWSLETTER Beware the Sales Push on Indexed Universal Life Insurance Life Insurance and Retirement Savings Indexed universal life insurance policies (IULs) have been around for years. The sales pitch is always better, tax-deferred, returns on investment.  Some insurance carriers are shifting focus entirely from indexed annuities to IULs as […]

ATTORNEY NEWSLETTER Be Wary of Annuity Sales Presentations Have you ever returned to your car in a shopping center parking lot to find a flyer on your windshield inviting you to a free lunch and estate planning seminar? Such tactics are often used by insurance agents to lure seniors especially […]

ATTORNEY NEWSLETTER Large Cancer Treatment Chain Settles Whistleblower Case for $26 Million Stark Law and False Claims Act Suit Whistleblower/qui tam cases brought under the federal False Claims Act (FCA) often involve false claims for reimbursement under Medicare and Medicaid. In addition to the FCA, the federal Stark Law prohibits […]

ATTORNEY NEWSLETTER Elder Abuse in Nursing Homes Resident Evictions Complaints about allegedly improper evictions and discharges from nursing homes are on the rise in California according to government data. Such complaints have risen 70% in the last five years reaching 1,504 complaints during the past year alone. These complaints are […]

ATTORNEY NEWSLETTER What Duty Does An Agent Owe You? Putting You First We at Evans Law Firm litigate the question of an insurance agent’s duty to his clients, particularly when it comes to life insurance and/or annuities. We have written on the subject in this column.  As life insurance and […]

ATTORNEY NEWSLETTER Jackson National Life Insurance Company Deferred Annuities The annuity attorneys at Evans Law Firm Inc. represent clients over age 60 in California who have suffered losses on all types of annuity contracts, including fixed, indexed, and variable deferred annuities. Often, the policyholder suffers loss on surrender of their […]