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 caregiver for an older loved one, and theft is almost always a major worry. Bringing […]

ATTORNEY NEWSLETTER Beware of Surrenders, Churns, Replacements, Twists, and Switches Whenever an insurance salesman or financial advisor recommends you replace or exchange an annuity you own, be sure to get a second opinion. Annuity replacements (also known as churns, exchanges, twists, or switches) often result in surrender penalties, new commissions, […]

ATTORNEY NEWSLETTER What Are Powers of Attorney? A Power of Attorney (POA) is a very important legal document where the principal authorizes an agent to act on the principal’s behalf. The authority of the agent ends either when the principal revokes their authority, or on the death of the principal. […]

ATTORNEY NEWSLETTER Elder Abuse in Nursing Homes Resident Evictions Complaints about allegedly improper evictions and discharges from nursing homes are on the rise in California according to government data.  The trend is disturbing and frankly outrageous: such complaints have risen 70% in the last five years reaching 1,504 complaints during […]

ATTORNEY NEWSLETTER The Duties of Trustees Many Californians, especially seniors, create trusts to hold their assets. Sometimes, the individual creating the trust (known as the “settlor”) also acts as his or her own trustee.  Often, however, settlors appoint others to act as trustees.  Appointed trustees may include family members, financial […]

ATTORNEY NEWSLETTER Beware Annuity Sales Hype Always Think About Taxes Are you a California resident over age 60 taking a close look at your future retirement savings level? The New Year is a good time to do just that and there are a few important factors to keep in mind.  […]

ATTORNEY NEWSLETTER Stories to Watch in 2018 The California and San Francisco attorneys at Evans Law Firm represent clients in a variety of cases ranging from financial elder abuse, life insurance and annuities case, nursing home abuse cases, whistleblower actions under the False Claims Act and Internal Revenue Service whistleblower […]

ATTORNEY NEWSLETTER Beware the Sales Push on Indexed Universal Life Insurance Life Insurance and Retirement Savings Indexed universal life insurance policies (IULs) have been around for years. The sales pitch is always better, tax-deferred, returns on investment.  Some insurance carriers are shifting focus entirely from indexed annuities to IULs as […]

ATTORNEY NEWSLETTER Large Cancer Treatment Chain Settles Whistleblower Case for $26 Million Stark Law and False Claims Act Suit Whistleblower/qui tam cases brought under the federal False Claims Act (FCA) often involve false claims for reimbursement under Medicare and Medicaid. In addition to the FCA, the federal Stark Law prohibits […]

ATTORNEY NEWSLETTER Elder Abuse in Nursing Homes Resident Evictions Complaints about allegedly improper evictions and discharges from nursing homes are on the rise in California according to government data. Such complaints have risen 70% in the last five years reaching 1,504 complaints during the past year alone. These complaints are […]