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Category: Elder Financial Abuse

Marin County Financial Elder Abuse Attorneys: Financial Advisor Sentenced To Prison For Using Power Of Attorney To Steal $260,000 From Dementia Sufferer

ATTORNEY NEWSLETTER Elderly Client In Assisted Care Facility Financial Advisor Pled Guilty To Financial Elder Abuse Victim Nearly Evicted For Unpaid Bills Financial Powers of Attorney (POAs) grant the agent acting under them broad powers over a principal’s financial affairs.  See Cal. Prob. Code §§ 4401 (financial POA).  The agent […]

Alameda County Financial Elder Abuse Attorney: Caregiver Sentenced To Five Years For Financial Elder Abuse

ATTORNEY NEWSLETTER Withdrawals From 92-Year-Old Victim’s Account Forged Checks Totaling $137,000 Another Caregiver Helps Victim Discover Thefts Financial elder abuse of a senior may include unauthorized use of credit and debit cards and ATMs and forged checks.  Whenever a caregiver or other stranger is in a senior’s home these are […]

San Francisco Financial Elder Abuse Attorney: How To Detect Financial Exploitation Of Senior Loved Ones

ATTORNEY NEWSLETTER Early Detection Important All Seniors Are Potential Victims Of Financial Elder Abuse What To Look For Financial elder abuse is a crime and grounds for civil liability against any person who wrongfully takes money or property belonging to a senior, and anyone assisting that person or persons.  See, […]

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 […]

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