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Category: Elder Financial Abuse

San Mateo County Financial Elder Abuse Attorney: Bookkeeper Arrested For Stealing From 92-Year-Old Client

ATTORNEY NEWSLETTER Accusations Of Altered Checks  Victim’s Daughter Discovers Irregularities Defendant Faces Up To 15 Years In Prison In California a professional fiduciary that is licensed, bonded and insured is often a preferable choice when a senior needs help keeping up with finances and no trusted family member can do […]

Los Angeles Financial Elder Abuse Attorney: Warning Signs, Prevention And Reporting Elder Financial Exploitation

ATTORNEY NEWSLETTER What is Elder Financial Abuse And Exploitation? Where Does Financial Elder Abuse Occur? Steps To Prevent Financial Elder Abuse And Recourse Financial exploitation in the elder population has been on the rise, with financial institutions reporting quadruple the number of such incidences over the last several years, according […]

Feb 11, 2022 - Annuities Fraud by |

Napa Financial Elder Abuse And Annuity Attorney: Agents Target Seniors To Buy Annuities

ATTORNEY NEWSLETTER Retirees And Those Near Retirement Targeted  Seminars And Other Questionable Sales Tactics Understand How Annuities Work  Insurers, brokers and agents direct annuity marketing toward those planning to retire soon, and recent retirees who have their retirement savings in 401ks or other employer=sponsored plans.  Every time, an agent sells […]

San Mateo County Financial Elder Abuse Attorney: Problems With Indexed Universal Life Policies

ATTORNEY NEWSLETTER Complex Policies Not Easily Understood Return Calculations Complicated  Surrender Penalties, Increased Premiums, And Policy Lapses Evans Law Firm, Inc. generally cautions against indexed universal life insurance (IULs) for senior consumers because IULs are expensive, complicated, and tie up invested money for long periods of time.  One observer put […]

San Francisco Financial Elder Abuse Attorney: How To Spot And Do Something About Financial Exploitation of The Elderly

ATTORNEY NEWSLETTER Typical Victim Profiles Typical Financial Predator Profiles Recourse For Victims And Their Families Our health care system allows many people to live well into their 80’s and 90’s in the modern age.  But this same longevity can cause those living longer to rely on others for help in […]

San Francisco Financial Elder Abuse Attorney: Financial Exploitation of 86-Year-Old Man With Dementia

ATTORNEY NEWSLETTER Caregiver Marries Dementia Sufferer Misappropriates Up To $300,000 Of Funds Changes To Property Deed And Will California law presumes that gifts – made either during life or at death – by an elder or dependent adult to their care custodian[1] are the product of undue influence (a defined […]

Los Angeles Financial Elder Abuse Attorneys: Radio Host Sentenced To 3 Life Sentences For Ponzi Scheme That Stole Millions From Elderly Listeners

ATTORNEY NEWSLETTER Defendant Allegedly Ran Scheme For Ten Years $32 Million In Losses To Elderly Investors Charges Of Financial Elder Abuse, Forgeries, And Theft Financial elder abuse can be limited to isolated transactions exploiting the elderly or can be a largescale fraud striking numerous elderly victims.  Seniors are often targets […]

Sonoma County Financial Elder Abuse Attorney: Caregiver Arrested For Stealing $20,000 From 95-Year-Old Man

ATTORNEY NEWSLETTER Caregiver Allegedly Stole From 95-Year-Old Patient Accused Of Cashing Forged Checks Bank Employee Reports Suspicious Activity Whenever a caregiver or other stranger is in a senior’s home there is a very real danger of theft, whether the caregiver comes through an agency or is a direct hire. The […]

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