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Category: Elder Financial Abuse

Alameda County and California Insurance and Financial Elder Abuse Attorneys: Life Insurance Churning and Twisting

ATTORNEY NEWSLETTER Life Insurance Churning Millions of older Americans have whole life insurance policies with accumulated cash value. Typically, they were sold those policies when they were much younger as a tax deferred savings vehicle, passing the accumulation on to their children when they died.  Some insurance agents spot these […]

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San Francisco and California Elder Abuse and Securities Attorney: Stockbroker Fraud and Financial Elder Abuse

ATTORNEY NEWSLETTER Stockbroker Fraud If you have suffered damages as a result of fraud, unsuitable or negligent investment advice, the sale of defective or inappropriate investments, self-dealing, theft, or other wrongful conduct, you may have a claim against your stockbroker or investment professional and their firm. If you are a […]

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San Francisco and California Financial Elder Abuse Attorneys: Financial Elder Abuse And Unfair Debt Collection

ATTORNEY NEWSLETTER Unfair Practices by Lender Senior Debtor’s Case Moves Forward A recent California case[1] illustrates a consumer’s rights against debt collectors using unfair practices when trying to collect on a debt.  In the case, an elder homeowner received notice that a mortgage company intended to foreclose on his home.  […]

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San Francisco and California Elder Abuse and Securities Attorney: Stockbroker Financial Elder Abuse

ATTORNEY NEWSLETTER Stockbrokers Who Prey on Senior Citizens Mention “elder abuse” and many people, including seniors, conjure up images of the fleecing of Brooke Astor’s estate or an elderly relative kept in squalid conditions. What gets far less attention is a subtle though prevalent form of elder abuse–the sort perpetrated […]

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Pastor Charged With Defrauding Seniors

Seniors are especially vulnerable to scammers who target them, and a San Jose financial elder abuse attorney should be consulted if you are a senior who has been victimized by dishonest and unethical behavior.  Unfortunately, many elderly investors were recently scammed out of more than $1 million by the pastor […]

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San Mateo County and California Financial Elder Abuse Attorneys: Life Insurance Churning and Twisting

ATTORNEY NEWSLETTER Life Insurance Churning Millions of older Americans have whole life insurance policies with accumulated cash value. Typically, they were sold those policies when they were much younger as a tax deferred savings vehicle, passing the accumulation on to their children when they died.  Some insurance agents spot these […]

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Santa Clara County and California Life Insurance Attorney: Indexed Universal Life Insurance

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 […]

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Alameda County and California Securities Fraud and Financial Elder Abuse Attorneys: Fiduciary Rule

ATTORNEY NEWSLETTER Government Agencies and the Fiduciary Rule Putting You First Last year, the Department of Labor (DOL) announced its fiduciary rule which applies primarily to retirement investment advisors; the rule requires your advisor to put your interests first when it comes to certain retirement savings recommendations. Recently, the Securities […]

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