Monthly Archives: June 2022

ATTORNEY NEWSLETTER Lincoln National OptiBlend® 10 Fixed Indexed Annuities The Lincoln National Life Insurance Company, part of Lincoln Financial Group, issues fixed indexed annuities in California, New Jersey, New York, Pennsylvania, and throughout the United States under the trade name Lincoln National OptiBlend® 10 Fixed Indexed Annuities.  These contracts, like […]

ATTORNEY NEWSLETTER Accusations of Neglect, Assault And Theft $275,000 Allegedly Stolen From Victim’s Bank Account Jury Watches Camera Footage Of Assault For seniors and dependent adults under the care of in-home caregivers, neglect, physical abuse and financial abuse may all be inflicted on the elderly person in horrific ways.   When […]

ATTORNEY NEWSLETTER Aide Allegedly Filmed Herself Raping Elderly Male Residents Some Victims Could Not Speak Rapes And Sexual Assaults Allegedly Occurred Over Two-Year Period Statistics show that about.83 percent of victims of elder sexual abuse reside in nursing homes or assisted care facilities.  Of this number, women are 6 times […]

ATTORNEY NEWSLETTER Pleads Guilty To Embezzlement From Elder Credit Union Loan Officer Reports Irregularities  Paster Allegedly Had Powers of Attorney For Several Church Members Powers of attorney (POAs) grant the agents appointed under them full legal authority to act for the principal who executes the POA.  The person appointed under […]

ATTORNEY NEWSLETTER Alleged Scheme Lasted Seven Years Invested Money Allegedly Funded Lavish Lifestyle Supposed High-Yield Investments Were Non-Existent Financial predators may target older investors with unsuitable or risky ventures promising high returns.  These predators may seize on senior anxiety about the stock market, their need for income in the future, […]

Ingrid Evans of the Evans Law Firm, Inc. in San Francisco volunteered and worked pro bono as local counsel to help get California subpoenas issued in Erica Lafferty, et al. v. Alex Emric Jones, et al. and , William Sherlach et al. v. Alex Emric Jones, et al. Along with […]

ATTORNEY NEWSLETTER Fees And Penalties On Withdrawals  Expensive Policy Riders And Other Complications Not Insured Investments Like CDs Like many financial products and certain forms of life insurance, annuities are complex and come in multiple forms, which makes them difficult to define with one broad stroke.  Deferred annuities are contracts […]

ATTORNEY NEWSLETTER State Auditor Identifies Crisis Lack Of Oversight Leads To Fraud And Abuse Wave Of For-Profit Hospice Agencies Hospice agencies are paid to care for the dying.  Hospice care is for those persons who are terminally ill and for whom death is imminent.  Hospice care is not long-term; it […]

ATTORNEY NEWSLETTER Manager Depletes Victim’s Bank Account New Caregiver Discovered Missing Money Money Taken Over Four-Year Period Unscrupulous persons with access to a senior’s financial information, bank accounts Social Security numbers, credit cards, checks or cash can take advantage of that access and steal from the older person.  When the […]

ATTORNEY NEWSLETTER Caregiver First Charged With Forging Checks  Subsequently Pawns Allegedly Stolen Jewelry  Allegedly Wrote Herself Checks Instead Of Paying Bills We share with our readers over and over the advice that a caregiver should never be given any financial responsibilities.  Ever.  Every single time a caregiver (or other stranger) […]