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Category: Financial Exploitation

San Francisco and California Securities Fraud Attorney: Ponzi Schemes Targeting the Elderly

ATTORNEY NEWSLETTER Cheating Elderly Investors A Rash of Ponzi Schemes Targeting Seniors While the Securities and Exchange Commission (SEC) continues to make protecting seniors a priority, many still fall victim to Ponzi schemes and other financial fraud. Crooked insurance agents, retirement planners, and financial advisors cheat the elderly out of […]

Jun 18, 2019 - Annuities by |

San Francisco and California Annuities and Financial Elder Abuse Attorney: Many Annuities Are Complex, Bad Deals

ATTORNEY NEWSLETTER Beware The Fine Print In The Details: Caps, Spreads, Fees and Surrender Charges Devour Your Money Our litigators often explain in our blogs why we think deferred annuities are not a good investment, particularly for seniors. Deferred annuities come in three forms:  fixed rate, fixed-indexed rate, and variable […]

Jun 17, 2019 - Banking Fraud by |

California and Bay Area Consumer Attorneys: Consumer Rights and Banks, Credit Unions, Savings and Loans and Other Financial Institutions

ATTORNEY NEWSLETTER Where Do You Turn When You Have A Problem With Your Bank? Government Agencies That Can Help Several government agencies supervise your bank, savings and loan or credit union. When you have a problem with your bank account, CD, mortgage, consumer loan or other banking arrangement, knowing who […]

Jun 11, 2019 - Annuities by |

San Francisco and California Annuities and Financial Elder Abuse Attorney: Advisor Misrepresentations

ATTORNEY NEWSLETTER FINRA Fines Advisor For Misrepresentations Annuities and Retirement Plan Misrepresentations The Financial Industry Regulatory Authority (FINRA) polices investment advisory firms and other member financial organizations in their dealings with consumers. FINRA regulates individual advisors and also the supervision they’re under by their employers to ensure honesty with clients […]

May 29, 2019 - Caregiver Fraud by |

California and Marin County Financial Elder Abuse Attorney: Financial Elder Abuse by Caregivers

ATTORNEY NEWSLETTER Caregivers and Financial Elder Abuse Keep Checks, Credit and ATM Cards, Valuables and Important Papers in a Safe Place Caregiver Arrested for Writing Checks to Herself In-home caregivers have access to a senior’s identity, valuables, credit cards, bank accounts and important papers unless you keep them out of […]

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"Contacted Ingrid on an elder financial abuse case - she was responsive, knowledgeable, and easy to work with. You can tell she is passionate about this area of law and has the experience to back it up. She is an excellent choice if you are looking for a results driven attorney and highly effective advocate."
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