Category: financial elder abuse

ATTORNEY NEWSLETTER How are seniors financially abused by caregivers? Dishonest persons with access to an older person’s money, bank accounts or confidential information may take advantage of that access to wrongfully take a senior’s money or property,. If they do so, they are stealing and committing the additional crime of […]

ATTORNEY NEWSLETTER What are Riders To Annuity Contracts? Riders are attachments to deferred annuities sold by life insurance agents or retirement planners or other advisors as enhanced benefits to any proposed annuity policy. Riders come with an additional fee added to your base premium.  Available riders include income riders, long-term […]

ATTORNEY NEWSLETTER How do dishonest investment advisors target seniors? Seniors are often targets of various kinds of investment fraud or securities fraud including Ponzi schemes, where money collected from new investors is used to pay existing investors, and there really is no actual investment of funds. Like the infamous Bernie […]

ATTORNEY NEWSLETTER What is caregiver fraud? Caregiver fraud is a recurring form of financial elder abuse perpetrated on seniors by dishonest in-home caregivers or caregivers working in assisted care and skilled nursing facilities.  The fraud tends to start out relatively small – theft of a small amount of cash or […]

ATTORNEY NEWSLETTER How do caregivers defraud seniors? Caregivers can defraud seniors in a variety of ways but falsification of time sheets by paid caregivers is one of the ways dishonest caregivers financially exploit older persons. Altering their paychecks to make them greater is another.  Using debit and credit cards repeatedly […]

ATTORNEY NEWSLETTER What is the definition of financial elder abuse in California?   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, secretes, appropriates, obtains, or retains real […]

ATTORNEY NEWSLETTER What is caregiver fraud? Caregiver fraud is a recurring form of financial elder abuse perpetrated on seniors by dishonest in-home caregivers or caregivers working in assisted care and skilled nursing facilities.  The fraud tends to start out relatively small – theft of a small amount of cash or […]

ATTORNEY NEWSLETTER Accused of Unauthorized Use Seniors’ Debit Card Multiple Unauthorized Charges Alleged Protecting Seniors From Caregiver Theft And Fraud Unauthorized use of seniors’ credit and debit cards is a common type of fraud perpetrated on seniors by dishonest caregivers or other strangers with access to an elderly person’s cards.  […]

ATTORNEY NEWSLETTER Alleged Offenses Against Elderly Victim Span Years Caregiver Convinced Victim To Allow Her Family To Move In Protecting Older Loved Ones Dishonest persons with access to an older person’s money, bank accounts or confidential information may take advantage of that access to wrongfully take a senior’s money or […]

ATTORNEY NEWSLETTER What is meant by the legal term “capacity”? 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 for any person, but they […]