Category: Caregiver Fraud

ATTORNEY NEWSLETTER California Law On Gifts to Care Custodians Tightening the Marriage Exemption California law presumes that gifts by an elder or dependent adult to their care custodian are the product of undue influence and void, unless the undue influence presumption is overcome by clear and convincing evidence to the […]

ATTORNEY NEWSLETTER Financial Elder Abuse Can Strike Any Senior Isolated Seniors Are Most At Risk What To Watch Out For Statistics show that all seniors are vulnerable to financial exploitation but isolated seniors are at particular risk of. These risks are  intensified as we shelter in place. Caregivers, spouses, boyfriends […]

ATTORNEY NEWSLETTER Cash, Checks, and Caregivers The Danger of Checking Accounts in Easy Reach Preventing Caregiver Theft In-home caregivers have access to a senior’s cash, bank accounts, important papers and other valuables if you don’t take precautions to prevent such access. Greedy caregivers strike quickly and one of their schemes […]

ATTORNEY NEWSLETTER Fatal Caregiver Abuse Kidnapping and Neglect of Seniors for Financial Gain Caregiver abuse of the elderly and other dependent adults can be gruesome and deadly. In one horrific case, caregiver was sentenced recently to 13 years in state prison after pleading guilty to voluntary manslaughter and false imprisonment […]

ATTORNEY NEWSLETTER Checks, Cash, Credit Cards, and Caregivers The Danger of Checks and Important Papers in Easy Reach Preventing Caregiver Theft In-home caregivers have access to a senior’s checks, cash, jewelry, silver, ATM and credit cards, bank accounts and important papers unless you keep them out of reach. In one […]

ATTORNEY NEWSLETTER Verify You’ve Named The Beneficiaries You Want Outdated Beneficiary Designations Can Cause Problems Keeping beneficiary designations current on life insurance policies, annuities, bank accounts, CDs and IRAs might be one of the most important things you can do to see that your assets pass to the right persons […]

ATTORNEY NEWSLETTER Financial Elder Abuse Can Strike Any Senior Isolated Seniors Are Most At Risk Everyone of us is potentially a victim of financial fraud. A higher percentage of seniors suffer more incidents of financial abuse or fraud and the highest percentage of victims of financial exploitation is isolated seniors.  […]

ATTORNEY NEWSLETTER Cash, Credit Cards, and Caregivers The Danger of Cash and Credit Cards in Easy Reach Preventing Caregiver Theft In-home caregivers have access to a senior’s cash, jewelry, silver, ATM and credit cards, bank accounts and important papers unless you keep them out of reach. Greedy caregivers strike quickly […]

ATTORNEY NEWSLETTER Caregivers and Financial Elder Abuse Caregiver Accused of Stealing Jewelry And Cash From Several Elderly Patient Preventing Caregiver Theft In-home caregivers have access to a senior’s jewelry, silver, ATM cards, cash, bank accounts and important papers unless you keep them out of reach. Greedy caregivers strike quickly and […]

ATTORNEY NEWSLETTER Challenging Invalid Trusts and Trust Amendments Trusts, Trust Amendments, And Financial Elder Abuse Schemes Persons Disinherited By Allegedly Invalid Amendments Can Sue California law is now clear that a person disinherited by a trust amendment has standing to challenge the validity of that amendment in Probate Court. In […]