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Category: Elder Financial Abuse

Jan 7, 2022 - Annuities by |

San Francisco Financial Elder Abuse And Annuity Attorney: Seniors And Deferred Annuities

ATTORNEY NEWSLETTER How Deferred Annuities Work Pitfalls For Seniors Questionable Sales Tactics Some insurance agents become quite aggressive when selling insurance products like certain forms of life insurance and deferred annuities. Sales of these policies generate substantial sales commissions and agents may not fully disclose all the facts about these […]

San Francisco Financial Elder Abuse Attorney: SEC Charges Broker With Stealing $3 Million

ATTORNEY NEWSLETTER Many Victims Were Elderly Customers Unauthorized Trades And Money Transfers Money Allegedly Spent On Gold Coins And Luxury Goods Financial advisors and brokers have access to customer accounts and unscrupulous advisors and brokers use that access to steal from clients, especially elderly clients who may not catch irregularities […]

San Mateo County Financial Elder Abuse Attorney: Caregiver Financial Elder Abuse And Neglect

ATTORNEY NEWSLETTER Isolated Seniors Vulnerable To Neglect And Abuse Financial Exploitation May Accompany Neglect Of Patient Recourse For Families And Injured Seniors Seniors and dependent persons under the care of in-home caregivers may be at risk of neglect and isolation and at the same time financial abuse by those caregivers […]

Jan 3, 2022 - Annuities by |

Napa County Financial Elder Abuse And Annuity Attorney: Sales Of Unsuitable Annuities To Seniors

ATTORNEY NEWSLETTER Questionable Annuities Sales Tactics High Commissions Drive Sales Steep Withdrawal Penalties And Lengthy Surrender Periods Agents receive substantial commissions for the selling annuities to seniors. Often annuity sales are closed on incomplete information. The consumer may not understand how these complicated contracts work and for seniors this can […]

San Francisco Financial Elder Abuse Attorneys: Beneficiary Recourse Against Trustees Who Steal From A Trust

ATTORNEY NEWSLETTER Trustee Theft And Other Breaches Of Duty Removal And Other Remedies  Elder Abuse Act Remedies For Financial Elder Abuse Trusts are important estate planning tools to establish distribution of income and assets during life and after death.  The individual creating the trust usually acts as his or her […]

Orange County and Los Angeles Financial Elder Abuse Attorney: Nursing Home Business Manager Sentenced For Stealing From Elderly Residents

ATTORNEY NEWSLETTER Business Manager Allegedly Wrote Resident’s Checks To Herself Appropriation Of Government Benefits False Adjustments In Residents’ Accounts Just like seniors under the care of unscrupulous caregivers in their own home, elderly residents of nursing homes are also at risk of financial elder abuse from financial predators within the […]

Dec 24, 2021 - Annuities Fraud by |

Santa Cruz County Financial Elder Abuse And Annuity Attorney: Problems With Fixed Indexed Annuities

ATTORNEY NEWSLETTER Understanding Fixed Indexed Annuities Fees And Complicated Return Calculations  Lengthy Surrender Periods  Agents who sell deferred annuities like fixed indexed annuities to seniors receive a commission as high as 10% on the sale. Fixed indexed annuities are sold during times of volatile markets as offering security against falling […]

San Francisco Financial Elder Abuse Attorney: Caregiver Sentenced For Stealing $363,000 From Elderly Couple

ATTORNEY NEWSLETTER 1500 Unauthorized Transactions Discovered By Authorities Caregiver Accessed Retirement, Checking And Savings Accounts Elderly Husband And Wife Suffer From Alzheimer’s Unscrupulous caregivers with access to a senior’s bank account information can, if undetected, execute unauthorized transfers and withdrawals and forge checks to drain those accounts for themselves.  Seniors […]

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"I contacted Attorney Ingrid Evans for advice about a financial elder abuse case. She was extremely knowledgeable, bright and informative. I highly recommend her. I am an attorney myself, and know when I am talking to a another excellent attorney."
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