ATTORNEY NEWSLETTER Bank Broker Suspended and Fined for Mishandling Variable Annuity The Case Recently, a broker at a national bank was fined and suspended by the Financial Industry Regulatory Authority (FINRA) for a year and a half after alleged wrongdoing. The broker allegedly put his wife on his client’s variable […]

ATTORNEY NEWSLETTER Financial Elder Abuse Importance of Civil Recovery Actions Financial elder abuse is often criminal. Whether you’re a victim or a loved one, always report criminal financial elder abuse to law enforcement. But always pursue your civil remedies too. Criminal prosecutions are important but they are lengthy and not […]

ATTORNEY NEWSLETTER Hospital Settles $34 Million Whistleblower Case Whistleblower Reveals False Claims Qui tam (or whistleblower) lawsuits are typically large, complicated cases. In a recent case, a whistleblower alleged large scale violations of the federal False Claims Act (FCA) by a hospital and its affiliated clinic. The FCA allows private […]

ATTORNEY NEWSLETTER Financial Elder Abuse Door to Door Fraud May Be Knocking at the Door Financial elder abuse plagues seniors throughout this country, the State of California and right here in San Francisco. One growing version of financial elder abuse involves perpetrators who come door to door or call on […]

ATTORNEY NEWSLETTER Hospice Chain Settles $12.2 Million Whistleblower Case Whistleblower Reveals Massive Kickback Scheme A large hospice chain recently settled a whistleblower (also known as a “qui tam”) case alleging large scale violations of the False Claims Act (FCA). The FCA allows private citizens to initiate whistleblower or qui tam […]

ATTORNEY NEWSLETTER Iraq War False Claims Act Case Huge Whistleblower Settlement A food purveyor to American troops in the Iraq War recently settled a massive criminal and civil false claim whistleblower (also known as “qui tam”) case against it. During the war, the purveyor held over $8.5 billion in contracts […]

ATTORNEY NEWSLETTER The Perils of Whole Life Policies Whole Life Policies Whole life insurance policies are often unsuitable for the individuals who are pushed into buying them. In an ideal world, whole life policies were created to maximize the prospect of high interest rates and increasing stock prices which, again […]

ATTORNEY NEWSLETTER Hidden Charges and Penalties in Annuities Are you someone who purchased an annuity while over the age of 60 in the State of California during the past year? Have you suffered from surrender charges due to that annuity? Many people have. And often senior purchasers of annuities are […]

ATTORNEY NEWSLETTER Elder Abuse: The Hard Facts Elder Abuse These days, elder abuse is a rapidly growing crime. Elder abuse occurs in every variety of setting, from the family home to assisted living complexes to large medical and skilled nursing facilities. It is important to stay vigilant about protecting yourself […]

ATTORNEY NEWSLETTER San Mateo County Attorney for Financial Elder Abuse Criminal Prosecutions and Civil Recovery Financial elder abuse is a growing problem throughout California and across the country. The numbers are shocking. Over 5 million seniors are the victims of financial elder abuse every year and 60% of these cases […]