ATTORNEY NEWSLETTER Beware Annuities, Whole Life Insurance and Equity-Indexed Universal Life Insurance Drawbacks and Downsides Unsuitable for Seniors Sales of annuities and whole life insurance and universal life insurance...
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California and San Francisco Trusts and Financial Elder Abuse Attorneys: Mental Capacity and Trust Creation and/or Amendment
April 15, 2019
ATTORNEY NEWSLETTER Creating and Amending Trusts Many Californians, especially seniors, create trusts to hold their assets in part to avoid a lengthy probate process following death. The trusts may be fully revocable by the...
ATTORNEY NEWSLETTER Caregivers and Financial Elder Abuse Keep Valuables and Important Papers in a Safe Place Whenever a stranger is in an elderly person’s home, the senior’s identity, valuables, credit cards, bank...
ATTORNEY NEWSLETTER False Claims Act Cases and Alternate Remedies Whistleblowers/Relators Can Share in Criminal Forfeitures Under the False Claims Act (FCA), the federal government rewards whistleblowers who present credible,...
California and San Francisco Financial Elder Abuse Attorneys: Broadening Protections for California Seniors
April 9, 2019
ATTORNEY NEWSLETTER Preventing Financial Exploitation of Seniors Legislature Considers Expanding List of Mandated Reporters of Financial Elder Abuse The California Elder Abuse and Dependent Adult Civil Protection Act...