Yearly Archives: 2018

ATTORNEY NEWSLETTER Court-Appointed Fiduciaries Wield Great Power Potential for Abuse of Power Court-appointed conservators and other fiduciaries (such as guardians or trustees) wield enormous power over the dependent individuals and properties they are appointed to manage and protect. Court appointments supersede earlier Powers of Attorney, trustee nominations and the like […]

ATTORNEY NEWSLETTER Beware Fixed Index Annuities Americans pump billions into complex fixed indexed annuities every year. Insurance agents push the annuities as a safe bet in volatile markets – they’ll tell you the policy offers the upside of market increases (the “indexed” part) with downside protection (the “fixed” part).  Advertised […]

ATTORNEY NEWSLETTER High-Risk Private Placements Private placements are securities offerings that are not registered with the Securities and Exchange Commission (SEC). Companies raise billions of dollars through private placements, especially small or start-up companies. Investing in private placements is risky and can tie up your money for a long time; […]

ATTORNEY NEWSLETTER Commodity Futures Trading Commission Wants Whistleblower Help Commission Issues Record Rewards In the past month alone, the Commodity Futures Trading Commission (CFTC) announced record whistleblower awards of $75 million to whistleblowers who blew the whistle on commodities trading scams.[1] The CFTC is the government agency that oversees commodities […]

Under California law, a court-appointed conservator is a person who makes decisions, including financial and healthcare decisions, for another person who has been incapacitated due to injury or age (called a “ward”). In most cases, a concerned relative or social worker petitions a court to appoint a conservator for a […]

ATTORNEY NEWSLETTER Living Arrangements Change As We Age Admissions and Care Worries 10,000 Americans turn 65 every day. The geriatric-care industry is booming.  More and more, seniors transition from their own homes to independent-living retirement communities, then assisted care facilities and on to skilled nursing facilities as their needs and […]

ATTORNEY NEWSLETTER Preventing Fraud and Abusive Practices Always Check Backgrounds Before You Buy Hopefully, you already check the backgrounds of any contractors or caregivers or others you let in your home to do work. Checking the background of anyone trying to sell you an investment is equally important!  The Securities […]

ATTORNEY NEWSLETTER Our Lawyers Fight Against Financial Exploitation of Seniors We Know What It Takes To Bring Your Case The elder abuse attorneys at Evans Law Firm, Inc. every day fight for seniors victimized by financial elder abuse and take cases to court. Our attorneys understand how devastating financial elder […]

ATTORNEY NEWSLETTER Be Wary of Annuities in Retirement Accounts 401(k)s and IRAs Are Already Tax-Deferred Tax deferral is the key to successful retirement savings. 401(k)s, IRAs, SEPs and the like offer tax deferral and retirement savings grow tax-free until it’s time to withdraw without penalty after age 59 ½. Earlier […]

ATTORNEY NEWSLETTER Ingrid M. Evans on NBC Bay Area Responds Lost Bank Accounts: Don’t Always Look for Help From Your Bank NBC Bay Area News recently investigated a San Jose widow’s struggle with Wells Fargo Bank over a $30,000 CD deposit that has simply disappeared from the bank’s records. The […]