Category: financial elder abuse

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 <br> <h1> Policies Carry High Expenses And Fees<h1> <h2> Withdrawal Penalties Lock You In<h2> <h3> Investment Risk Is Not Insured Against<h3> <br> Evans Law Firm, Inc. generally recommends against certain types of deferred annuities for older consumers because these complex, expensive insurance policies may tie up a senior’s […]

ATTORNEY NEWSLETTER Caregiver Theft From Elderly Couple Caregiver Fraud By Forgeries And Other Crimes Protecting Older Loved Ones From Caregiver Fraud/Caregiver Theft Many caregivers are hardworking, compassionate people who truly care for the older persons they take care of.  But the reality is that they are also dishonest, greedy, and […]

ATTORNEY NEWSLETTER Cash, Coins And Jewelry Allegedly Stolen Agency Caregiver Arrested Elderly, Paraplegic Victim All seniors (persons over 65) are potential victims of financial elder abuse, but seniors under the care of in-home caregivers are especially vulnerable when a dishonest person is in their home with daily access to their […]

ATTORNEY NEWSLETTER Self-Dealing With Older People’s Property Case Examples Remedies For Injured Seniors 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 (AHCDs), grant authority over medical decisions and health care issues. […]

ATTORNEY NEWSLETTER Elderly Victim Lost $10,400 Private Duty Caregiver Arrested Charged With Fraudulent Credit Card Use Many caregivers are hardworking, compassionate people who truly care for the older persons they take care of.  But the reality is that they are also dishonest, greedy, and manipulative individuals acting as caregivers as […]

ATTORNEY NEWSLETTER Caregiver Allegedly Goes On Spree With Seniors’ Debit Card 15 Unauthorized Charges Remedies For Seniors And Their Families 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 Money Missing From Elder’s Accounts Fraudulent Checks And Phony “Gifts” 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 figure is likely much, much higher […]

ATTORNEY NEWSLETTER Deferred Annuities Are Not For Seniors Costly, Complex Contracts Withdrawals Penalties, Commissions And Fees Deferred annuities are contracts where the policy holder makes an upfront premium payment in exchange for an income stream in years to come.  The concept sounds simple enough but in fact deferred annuities, like […]

ATTORNEY NEWSLETTER Seniors Defrauded By Life Insurance Agents Case Examples Protecting Older Loved Ones Seniors may be victims of financial elder abuse from different directions – by caregivers, trustees, financial advisers, and life insurance agents, among others.  Obviously, all of these professions serve a useful purpose and the people who […]