Category: Financial Exploitation

San Francisco and California Financial Elder Abuse Attorneys: Financial Elder Abuse By Insurance Agents

ATTORNEY NEWSLETTER How Insurance Agents Financially Exploit Seniors California Insurance Department Detectives Arrests Unscrupulous insurance agents, financial advisors and trustees target vulnerable seniors for financial elder abuse. Sometimes law enforcement catches up with them fortunately. Recently, Detectives with the California Insurance Department arrested an insurance agent and a financial advisor […]

Read More

Marin County and California Financial Elder Abuse Attorney: Dangers When Caregivers Marry Their Patients

ATTORNEY NEWSLETTER California Law on Gifts to Care Custodians Tightening the Marriage Loophole for Gifts to Care Custodians 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 […]

Read More

San Francisco and California Financial Elder Abuse Attorneys: Ponzi Schemes and the Elderly

ATTORNEY NEWSLETTER  Ponzi Schemes Increasingly Target Older Investors Older people have more money to invest. After years of savings and with the children educated and on their own, seniors should take comfort in a nest egg for future years. But unscrupulous brokers, insurance agents and stock promoters target seniors for […]

Read More

San Francisco and California Securities Fraud Attorney: Private Placements

ATTORNEY NEWSLETTER Investigations of Possible Wrongdoing at GPB Capital Our litigators have written before about risks associated with private placement investments. [1] Private placements are offerings of unregistered securities companies use to raise capital.  Private placements are subject to regulation by the U.S. Securities and Exchange Commission (SEC) under the […]

Read More

San Francisco and California Securities and Financial Elder Abuse Attorneys: Ponzi Schemes and the Elderly

ATTORNEY NEWSLETTER Ponzi Schemes Increasingly Target Older Investors Older people have more money to invest. After years of savings and with the children educated and on their own, seniors should take comfort in a nest egg for future years. But unscrupulous brokers, insurance agents and stock promoters target seniors for […]

Read More

California and Marin County Elder Abuse Attorney: Protecting Your Children For the Future

ATTORNEY NEWSLETTER Surviving Spouses Prey to Caregivers and Others How to Protect Your Children and Ensure They Inherit the Family House Consider Life Estates Sadly, there’s a repeating pattern of caregivers and others getting their hands on a senior’s property after a spouse of many years passes away. Isolated seniors […]

Read More

Aug 13, 2019 - Annuities by |

California and San Francisco Annuity and Financial Elder Abuse Attorneys: Problems With Advisor Compensation on Fee-Based Annuities

ATTORNEY NEWSLETTER Fee-Based Annuities Present Tax Issues Taking Out Advisors’ Fees May Result In Tax To Policy Owner Our lawyers recommend you always beware when an insurance agent tries to sell you commission-based annuities or life insurance, particularly if you’re a senior. But fee-based annuities present disadvantages as well.  Advisors […]

Read More
12345...10...
Million Dollar Advocates Forum SuperLawyers Badge Best Lawyers Badge Avvo Lawyer Badge

Our Passion For Justice

415-441-8669 888-50EVANS

Hear What Our Clients Have To Say

"I highly recommend Ingrid Evans! She is whip-smart and aggressive, but still client-centered and compassionate."