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Mar 8, 2019 - Annuities by |

California and San Francisco Financial Elder Abuse and Annuity Attorneys: Financial Exploitation of Seniors

ATTORNEY NEWSLETTER FINRA Probes Compliance With Elder Abuse Rules The Financial Industry Regulatory Authority (FINRA) has announced it will soon start investigating broker compliance with new rules meant to protect elderly clients from financial elder abuse.[1]  The rules allow broker-dealers to place a hold on elderly clients’ account disbursements if they have […]

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Mar 6, 2019 - conservatorship by |

California and Marin County Estate and Financial Elder Abuse Attorneys: Conservatorships and Professional Fiduciaries

ATTORNEY NEWSLETTER Court-Appointed Fiduciaries Wield Great Power Potential for Abuse of Power Court-appointed conservators and other fiduciaries (such as guardians or trustees) wield enormous power over the dependent individuals and properties they are appointed to manage and protect. Court appointments supersede earlier Powers of Attorney, trustee nominations and the like […]

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Mar 5, 2019 - Annuities by |

California and San Francisco Annuity Fraud and Financial Elder Abuse Attorney: Annuity Fraud on Seniors

ATTORNEY NEWSLETTER Annuity Salesmen Target Seniors Avoid the “Free Lunch” Commission-driven insurance agents target seniors and retirement savers with all kinds of complicated annuities especially in volatile markets. There’s an inherent conflict in their sales pitch because what’s best for the agent isn’t necessarily what’s best for the consumer. One […]

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Mar 1, 2019 - Evans Law Firm by |

California and San Francisco Whistleblower and Tax Fraud Attorneys: IRS Whistleblower Program and Awards

ATTORNEY NEWSLETTER Internal Revenue Service Rewards Whistleblowers Whistleblower Award Base Increases Foreign Bank Account Reporting Requirements Tax season is here, the government has re-opened, and the Internal Revenue Service (IRS) is back to business. IRS business includes catching tax fraud and whistleblowers play a major role in enforcement and receive […]

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Feb 28, 2019 - Caregiver Fraud by |

Marin County and California Financial Elder Abuse Attorney: Preventing Financial Elder Abuse

ATTORNEY NEWSLETTER Preventing Financial Exploitation of Seniors Tips on What to Watch For Some $2.9 billion is taken from older Americans every year, with victims numbering in the millions. Older persons with Alzheimer’s or other cognitive impairment are especially at risk.  The Marin County and California financial elder abuse attorneys […]

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Feb 27, 2019 - Annuities by |

California and San Francisco Annuity and Financial Elder Abuse Attorneys: Riders in Annuities

ATTORNEY NEWSLETTER What are Riders? Riders are attachments to deferred annuities sold by agents as enhanced benefits. They come with an additional fee added to your base premium. Available riders include income riders, long-term care riders, death benefit riders and other policy “enhancements.”  All of these add-ons are expensive and […]

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California and Marin County Trusts and Financial Elder Abuse Attorneys: Mental Capacity and Trust Creation and/or Amendment

ATTORNEY NEWSLETTER Creating and Amending Trusts Many Californians, especially seniors, create trusts to hold their assets in part to avoid a lengthy probate process following death. The trusts may be fully revocable by the individual creating the trust (known as the “settlor”) or irrevocable during the settlor’s lifetime.  If revocable, […]

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