ATTORNEY NEWSLETTER Preventing Financial Exploitation of Seniors Tips on What to Watch For Some $2.9 billion is taken from older Americans every year, with victims numbering in the millions. Older persons with...
Archives
California and San Francisco Annuity and Financial Elder Abuse Attorneys: Riders in Annuities
February 27, 2019
ATTORNEY NEWSLETTER What are Riders? Riders are attachments to deferred annuities sold by agents as enhanced benefits. They come with an additional fee added to your base premium. Available riders include income riders,...
California and Marin County Trusts and Financial Elder Abuse Attorneys: Mental Capacity and Trust Creation and/or Amendment
February 26, 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 Annuity Scams Targeted At Seniors Annuity Fraud On average, a senior victimized by financial elder abuse loses over $140,000. That level of monetary loss is devastating. Unscrupulous insurance agents are...
California and Marin County SEC Whistleblower Attorneys: Bringing an SEC Whistleblower Case
February 19, 2019
ATTORNEY NEWSLETTER Securities and Exchange Commission Pays Out Millions in Whistleblower Awards Whistleblower information about securities law violations can result in big rewards for the whistleblower when the whistleblower...