Category: Caregiver Fraud

ATTORNEY NEWSLETTER Preventing Financial Exploitation of Seniors Tips on What to Watch For Even though awareness of financial elder abuse is increasing, cases involving elder investment fraud and financial abuse are very much on the rise. Adult Protective Services in San Francisco reports that financial elder abuse has increased dramatically […]

ATTORNEY NEWSLETTER Caregivers and Financial Elder Abuse Keep Valuables and Important Papers in a Safe Place Whenever a stranger is in an elderly person’s home, the senior’s identity, valuables, credit cards, bank accounts and important papers are all at risk. Unscrupulous caregivers strike quickly and it may be some time […]

ATTORNEY NEWSLETTER Caregivers and Financial Elder Abuse Keep Checks, Credit and ATM Cards, Valuables and Important Papers in a Safe Place Accessing Your Bank Accounts Whenever a stranger is in an elderly person’s home, the senior’s identity, valuables, credit cards, bank accounts and important papers are all at risk. Unscrupulous […]

ATTORNEY NEWSLETTER Caregivers and Physical and Financial Elder Abuse Extreme Abuse and Neglect Caregiver abuse of the elderly can be so shocking that it’s hard to believe anyone is capable of so much cruelty toward a dependent senior. In a recent California criminal case[1] of physical elder abuse by an […]

ATTORNEY NEWSLETTER Financial Powers of Attorney and the Elderly A financial Power of Attorney (POA) is a very important legal document where the principal authorizes an agent to act on the principal’s behalf in business transactions and more.[1] Someone with a financial Power of Attorney has legal authority to transfer […]

ATTORNEY NEWSLETTER Caregivers and Physical and Financial Elder Abuse Caregiver abuse and fraud on the elderly are real risks for seniors requiring in-home or institutionalized care. Caregiver abuse may include physical and emotional abuse and financial elder abuse or fraud.  In a recent California case[1] of physical elder abuse by […]

ATTORNEY NEWSLETTER Caregivers and Financial Elder Abuse Keep Valuables and Important Papers in a Safe Place Never Give Out Your Social Security Number Whenever a stranger is in an elderly person’s home, the senior’s identity, valuables, credit cards, bank accounts and important papers are all at risk. Unscrupulous caregivers strike […]

ATTORNEY NEWSLETTER FINRA Probes Compliance With Elder Abuse Rules The Financial Industry Regulatory Authority (FINRA) has announced it will soon start investigating broker compliance with new rules meant to protect elderly clients from financial elder abuse.[1]  The rules allow broker-dealers to place a hold on elderly clients’ account disbursements if they have […]

ATTORNEY NEWSLETTER Preventing Financial Exploitation of Seniors Tips on What to Watch For Some $2.9 billion is taken from older Americans every year, with victims numbering in the millions. Older persons with Alzheimer’s or other cognitive impairment are especially at risk.  The Marin County and California financial elder abuse attorneys […]

ATTORNEY NEWSLETTER Court-Appointed Fiduciaries Wield Great Power Potential for Abuse of Power Court-appointed conservators and other fiduciaries (such as guardians or trustees) wield enormous power over the dependent individuals and properties they are appointed to manage and protect. Court appointments supersede earlier Powers of Attorney, trustee nominations and the like […]