ATTORNEY NEWSLETTER Financial Elder Abuse: A Widespread Fraud National Awareness And The Case Of Brooke Astor Ten years ago, the grandson of wealthy philanthropist Brooke Astor found his grandmother living in squalor, isolated from her friends, malnourished, neglected, and low on money and help. She was 100 years old, suffering […]

ATTORNEY NEWSLETTER FINRA Puts the Onus on Financial Advisors to Fight Elder Abuse Financial Elder Abuse Financial elder abuse is a crime that does not seem to be slowing down, and it is causing intense financial burden on those individuals affected. Regulatory agencies such as the Financial Industry Regulatory Authority […]

ATTORNEY NEWSLETTER And The Numbers Are In… Annuities Annuities, in our opinion, are outdated and unsound investments. According to a recent article, it is possible that investors agree with our reasoning as well, as annuity sales in the fourth quarter have dropped 17% as compared to the year before. This […]

ATTORNEY NEWSLETTER IRS Whistleblower Program Growing By Leaps and Bounds IRS After Abusive Offshore Tax Avoidance Schemes 2016 marked the Tenth Anniversary of the Whistleblower Office at the Internal Revenue Service (IRS). Last week, the IRS reviewed that first decade in its Annual Report to Congress. The results are impressive. […]

ATTORNEY NEWSLETTER Sonoma County Whistleblower Awarded Damages Sonoma State University Whistleblower Recently, an employee of Sonoma State University made claims that he was harassed by members of the university’s staff for speaking up on a very serious issue: asbestos. When the whistleblower refused to stay quiet about the harm of […]

Trustee’s Assistant Steals $500K From Senior Financial Elder Abuse When news articles highlight financial elder abuse at the hands of those who should be the most trusted—such as trustees and their staffs—it becomes difficult to put your faith in anyone.

Marin County Annuity Fraud Attorney: Fiduciary Rule ATTORNEY NEWSLETTER Annuity Sales and the Fiduciary Rule The State of the Annuity Market Annuities have a history of being rock-solid investments. A life insurance company, with sizeable government-mandated cash reserves, would take your funds savings, invest them in treasury bonds, and pay […]

ATTORNEY NEWSLETTER Brokers Move from Variable to Indexed Annuities Why the Variable Annuity is in Decline 2016 has been a rough year for many people, not least for sellers of variable annuities. Regulatory oversight, the new Department of Labor fiduciary rule, and market factors have led to a year that […]

ATTORNEY NEWSLETTER Long Term Care Insurance and the Nursing Home Industry Why do people buy Long Term Care Insurance? On its surface, long term care insurance seems like a safe bet: everyone knows that elder care can be a nasty blow to a senior’s finances, and it makes sense to […]

ATTORNEY NEWSLETTER Spotting and Reporting Elder Abuse Knowing the Signs of Abuse Many states, California included, have what are known as “mandatory reporter of elder abuse.” Certain people, generally doctors, police, social workers, and other who are likely to be involved in elders lives, are required to report to Adult […]