Category: Evans Law Firm

ATTORNEY NEWSLETTER Complicated Contracts Difficult To Understand Costly To Exit Due To Surrender Penalties Returns Diminished By Fees And Caps Seniors are often targeted by insurance agents with proposals for deferred annuities as vehicles for retirement income. Deferred annuities are insurance products and are not like direct investments in mutual […]

ATTORNEY NEWSLETTER Remember Senior Loved Ones and Friends On The Fourth Maintain An Active Role In Senior Lives Happy Fourth of July 2024!  Holidays are made for good times with family and friends and we at Evans Law Firm wish you a happy and safe Fourth of July.  We hope […]

ATTORNEY NEWSLETTER Case Example With Over $1 Million Allegedly Taken Fraudulent Checks And Phony “Gifts” To Caregiver Alleged Remedies For Seniors And Their Families Older persons lose more than $3 billion annually as a result of financial elder abuse, according to FBI and National Institute of Justice statistics. The true […]

ATTORNEY NEWSLETTER Case Example Of Alleged Caregiver Fraud Victim’s Family Discovers Suspicious Payments And Checks Protecting Seniors From Fraud California broadly defines what constitutes financial elder or dependent adult abuse: (a) “Financial abuse” of an elder or dependent adult occurs when a person or entity does any of the following: (1) Takes, […]

ATTORNEY NEWSLETTER Agents Have Broad Authority Under Powers Of Appointment Self-Dealing And Conflicts Of Interest Remedies For Injured Seniors Powers of attorney are extremely important estate planning tools for all of us as we age; it is helpful to have such arrangements in place before the need for them arises […]

ATTORNEY NEWSLETTER Suspect Placed Seniors Into Care Facilities Convinced Victim To Give Her Power Of Attorney Safeguarding Older Loved Ones From Financial Abuse Financial powers of attorney (POAs) grant full authority over a person’s financial affairs, and medical powers of attorney, known in California as an Advance Health Care Directives […]

ATTORNEY NEWSLETTER Poor Liquidity High Fees Complex Contracts Deferred annuities are extremely complicated insurance contracts sometimes running to 50-100 pages of technical language and actuarial tables. Seniors are often targeted by insurance agents with proposals for deferred annuities. Younger investors may be disappointed in the returns on any annuity they’ve been […]

ATTORNEY NEWSLETTER Testamentary Capacity Standard For Wills And Trusts Capacity Issues And Financial Elder Abuse A person’s mental health and intellectual functioning are central to their ability to sign a legal document. This is known in the law as a person’s “capacity” to do certain things.  Capacity questions can arise […]

ATTORNEY NEWSLETTER Patient Discounts For Service Referrals $1.5 Million Settlement How Qui Tam Cases Begin Billions of dollars are lost to fraud against the government every year.  To combat this fraud, private citizens help the government recover billions every year from those submitting false claims for government payments.  To help, […]

ATTORNEY NEWSLETTER Woman And Son Allegedly Posed As Caregivers Ran $1 Million Scam On Elderly Couple Safeguarding Older Loved Ones From Financial Abuse Anyone who takes the property of a senior for a wrongful use commits financial elder abuse against their elderly victim.  Anyone who assists in the taking also […]