ATTORNEY NEWSLETTER What is a deferred annuity? Deferred annuities are life insurance contracts where the policy holder makes an upfront premium payment in exchange for an income stream in years to come. The concept sounds...
Category: San Francisco Financial Elder Abuse
FAQs Regarding Investment Advisor Fraud On Elderly Clients
August 21, 2026
ATTORNEY NEWSLETTER Are seniors targeted for fraud by dishonest investment advisors? Yes. Seniors are often targets of various kinds of investment fraud or securities fraud including Ponzi schemes, where money collected...
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...
FAQs On Financial Elder Abuse And Caregiver Fraud
August 16, 2026
ATTORNEY NEWSLETTER What is financial elder abuse? California broadly defines what constitutes financial elder abuse: (a) “Financial abuse” of an elder or dependent adult occurs when a person or entity does any of the...
FAQs on Powers of Attorney
August 12, 2026
ATTORNEY NEWSLETTER What are the types of financial powers of attorney? Financial powers of attorney can be either a durable power of attorney which is effective immediately upon execution or a “springing” power of...