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Tag: San Francisco Elder Lawyer

California and San Francisco Financial Elder Abuse Attorneys: Financial Exploitation of Seniors

ATTORNEY NEWSLETTER Brokers Exploit 79-Year-Old Client With Dementia How To Protect Your Senior Loved Ones The Financial Industry Regulatory Authority (FINRA) is the agency that polices stockbrokers and brokerage firms for compliance with laws meant to protect clients, including seniors, from fraud. In one recent case[1], FINRA permanently banned a […]

California and San Francisco Trusts and Financial Elder Abuse Attorneys: Mental Capacity and Trust Creation and/or Amendment

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 individual creating the trust (known as the “settlor”) or irrevocable during the settlor’s lifetime.  If revocable, […]

San Francisco and California Financial Elder Abuse Attorney: Preventing and Reporting Financial Elder Abuse

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 Alzheimer’s or other cognitive impairment are especially at risk.  Recent data from Adult Protective Services in San Francisco […]

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"Contacted Ingrid on an elder financial abuse case - she was responsive, knowledgeable, and easy to work with. You can tell she is passionate about this area of law and has the experience to back it up. She is an excellent choice if you are looking for a results driven attorney and highly effective advocate."
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