ATTORNEY NEWSLETTER Victim’s Friend Discovers Suspicious Activity Credit Card Purchases And Cash Withdrawals Suspicious Activity On Victim’s Credit Report Theft from any person is a crime, but when the victim is over 65 any theft is also criminal financial elder abuse and grounds for civil liability against the person who […]

ATTORNEY NEWSLETTER Enrolled Ineligible Seniors Into Hospice Programs Payments For Non-Terminally Ill Patients How Hospice Fraud Constitutes Elder Abuse Healthcare fraud against government programs like Medicare costs taxpayers billions every year.  When medical service providers like hospice agencies admit ineligible patients into programs where the government is paying the bills, […]

ATTORNEY NEWSLETTER All Seniors Are At Risk Of Financial Elder Abuse Be Thorough In Hiring In-Home Caregivers Involved All Trusted Family Members In Decisions Older Americans and their families lose more than $3 billion annually as a result of financial elder abuse according to the National Institute On Aging.  The […]

ATTORNEY NEWSLETTER Agents Target Seniors With Retirement Planning Seminars The Goal Is To Sell Annuities Resist The Hype And Understand The Disadvantages Events like “retirement planning seminars” or “retirement consultations” typically devolve into annuity sales pitches by the hosting insurance agent.  Whenever an agent approaches you to consider a deferred […]

ATTORNEY NEWSLETTER Agents Target Seniors With Retirement Planning Seminars The Goal Is To Sell Annuities Resist The Hype And Understand The Disadvantages Events like “retirement planning seminars” or “retirement consultations” typically devolve into annuity sales pitches by the hosting insurance agent.  Whenever an agent approaches you to consider a deferred […]

ATTORNEY NEWSLETTER Misrepresentations And Omissions Investment Scheme Targeting Retirees Most Invested Funds Pocketed As Fees Insurance agents may exploit older consumers by selling them expensive and unsuitable insurance products, or even offer unregistered “investments” that are far beyond the insurance policies the agents are licensed to sell.  These investment “opportunities” […]

ATTORNEY NEWSLETTER Lincoln National OptiBlend® 10 Fixed Indexed Annuities The Lincoln National Life Insurance Company, part of the Lincoln Financial Group, issues fixed indexed annuities in California under the trade name Lincoln National OptiBlend® 10 Fixed Indexed Annuities.  These contracts, like all deferred annuities, include complex rules regarding returns and […]

ATTORNEY NEWSLETTER Allegedly Siphoned $800,000 From Elderly Widow’s Account Accused Of Stealing Annuity Payments Allegedly Forged More Than 200 Checks Individuals who steal from and financially exploit seniors include in-home caregivers or persons directly involved with a senior’s finances such as by power of attorney, or as trustee, guardian, conservator, […]

ATTORNEY NEWSLETTER Allegedly Stole Credit Card And Cash Multiple Unauthorized Purchases Victim Discovers Fraud Theft from any person is a crime, when the victim is over 65 any theft is also criminal financial elder abuse and grounds for civil liability against the person who took the property. Often, the perpetrator […]

ATTORNEY NEWSLETTER Misuse Of Durable Power Of Attorney Case Example Remedies Under California Law A power of attorney (POA) is a written document that gives an agent the legal authority to act for the principal who establishes the power of attorney. In California, POAs can cover financial matters and also […]