ATTORNEY NEWSLETTER Caregiving Gone Wrong: Caregiver Fraud A silver picture frame is missing, a gold bracelet is gone, a new cellphone can’t be found, a bank account hemorrhages cash. Talk to anyone who’s hired a...
Archives
Marin County and California Securities and Annuities Attorney: Unsuitable Annuities
February 28, 2018
ATTORNEY NEWSLETTER Be Wary of Annuity Sales Presentations Have you ever returned to your car in a shopping center parking lot to find a flyer on your windshield inviting you to a free lunch and estate planning seminar? Such...
Santa Clara County and California Securities Attorney: Suitability Rules
February 23, 2018
ATTORNEY NEWSLETTER What to Expect From Your Financial Advisor Rules Governing Investment Recommendations Every day financial advisors recommend all kinds of investments to senior consumers in Santa Clara County and...
ATTORNEY NEWSLETTER Criminal and Civil Laws Against Financial Elder Abuse Financial elder abuse is a growing problem in Alameda County, throughout California, and across the country. The numbers are shocking and the toll on...
ATTORNEY NEWSLETTER Banks Can Refuse to Honor Power of Attorney Power of Attorney Abuse California law requires banks to report known and reasonably suspected cases of financial elder abuse. Recently, the California...