ATTORNEY NEWSLETTER $87,000 In Cash In Attic Filing Cabinet Missing Jewelry Pawned By Caregiver Caregiver In Home For Six Months Cash, jewelry, checks, and other valuables can vanish whenever a stranger enters an elderly person’s home.  The risk is particularly high if the stranger, like a caregiver, has access for […]

ATTORNEY NEWSLETTER Trustee Standard Of Duty Demands For Information And Accounting Removal And Enhanced Remedies  Trusts are used by many people, especially seniors and dependent adults, as important tools for managing and protecting assets and estate planning following death.  Sometimes the individual creating the trust (known as the settlor) serves […]

ATTORNEY NEWSLETTER Incidents Of Abuse Of Nursing Home Residents Growing Dementia Patients At Highest Risk Of Abuse And Neglect Financial Exploitation Of Nursing Home Residents Seniors are vulnerable to all sorts of abuse and neglect whether at home under the care of others or in assisted care or skilled nursing […]

ATTORNEY NEWSLETTER Altered Checks Discovered By Victim’s Daughter  Allegedly Stole Over Two-Year Period Deposited Altered Checks Into Her Own Account Given the potential for abuse, a licensed and bonded professional fiduciary is probably the optimal choice when a senior or dependent adult needs help with checking writing and bill paying […]

Lawdragon recently recognized San Francisco Financial Fraud and Elder Abuse attorney Ingrid M. Evans of Evans Law Firm, Inc. as one of their 2022 Leading Plaintiff Consumer Lawyers in the United States. This list features the top 500 lawyers nationwide that represent plaintiffs individually or through class actions in consumer […]

ATTORNEY NEWSLETTER Indexed Annuities Are Complex Insurance Policies Indexed Annuities Are Not Direct Fund Investments Surrender Charges, Fees And Return Calculations Indexed annuities are a particularly complicated variety of deferred annuities.  Despite the tile of this product and the various “funds” or “buckets” you may be offered to allocate your […]

ATTORNEY NEWSLETTER Nationwide Life and Annuity Insurance Company Annuities Nationwide’s New Heights© and High Point© Products Nationwide Life and Annuity Insurance Company, part of the Nationwide Mutual Insurance Group, issues fixed indexed annuities in California under the trade names Nationwide New Heights©, Nationwide High Point 365 ©, and Nationwide High […]

ATTORNEY NEWSLETTER Surveillance Cameras Captures Horrific Abuse Care Home Patient Abused And Left To Die Two Caregivers Charges With Murder, Elder Abuse, And Neglect Often, stories of abuse and neglect of nursing home residents are so horrific they are difficult to read.  One such case appeared in the news recently […]

ATTORNEY NEWSLETTER Caregiver And Assisting Relative Financially Exploited Senior Police Say More Than $171,000 Taken Victim’s Daughter First Detected Suspicious Checks Theft from a victim is over 65 is straight theft but is also criminal financial elder abuse and grounds for civil liability against the person who took the property […]

ATTORNEY NEWSLETTER Misappropriation Of Funds By Trustees Removal And Damages For Beneficiaries Enhanced Remedies Under Elder And Dependent Adult Abuse Act While many Californians create trusts to hold their assets, seniors and dependent adults in particular may do so because they can no longer manage their own financial affairs and […]