ATTORNEY NEWSLETTER Avoid The Push Toward Annuities Your Retirement Portfolio Does Not Need An Annuity Annuities are insurance policies not investments like CDs, stocks and bonds, or mutual funds. Like other insurance products, annuities are complicated contracts and produce high commissions for the agents that sell them.  Our litigators recommend […]

ATTORNEY NEWSLETTER Financial Powers of Attorney and the Elderly Legal Requirements for powers of Attorney in California A financial Power of Attorney (“POA”) is an important legal document where a principal authorizes an agent to act on the principal’s behalf in business transactions and more.[1] Someone with a financial Power […]

ATTORNEY NEWSLETTER New Laws Protect Seniors From Elder Abuse, Streamline Probate, And Prohibit Exploitation of Seniors in Conservatorships A number of new laws directly affecting seniors took effect in California on January 1, 2020. Those measures impact estate planning, protection from elder abuse, probate proceedings and conservatorships.  The California estate […]

                   On or about September 17, 2008, Plaintiffs brought a lawsuit in California against DIRECTV captioned Amy Imburgia and Kathy Greiner v. DIRECTV, Inc., (Superior Court for the County of Los Angeles, Case No. BC398295). The lawsuit challenged DIRECTV’s early cancellation fees […]

ATTORNEY NEWSLETTER Where To Call When You Have A Problem With Your Bank Government Agencies That Can Help Several government agencies supervise your bank, savings and loan. or credit union. When you have a problem with your bank knowing which regulator to call can help you toward a quicker resolution.  […]

ATTORNEY NEWSLETTER Commodity Futures Trading Commission Wants Whistleblower Help Commission Issues Large Reward Information Can Lead To Investigation Even If Not Exact The U.S. Commodity Futures Trading Commission (CFTC) announced on December 19 it will award more than $1 million to a whistleblower whose tip helped expose a scheme that […]

ATTORNEY NEWSLETTER Full and Partial Surrenders or Cancellations of Nationwide Life and Annuity Insurance Company Annuities Nationwide Life and Annuity Insurance Company, part of the Nationwide Mutual Insurance Group, issues fixed indexed annuities in California under the trade names Nationwide New Heights©, Nationwide High Point 365 ©, and Nationwide High […]

ATTORNEY NEWSLETTER When Financial Predators Strike Taking Advantage Of Isolation And Cognitive Impairment Caregivers With Access To The Check Book Our litigators see a sadly familiar pattern in financial elder abuse cases: an elderly person’s spouse of many years dies and the survivor is left alone. Enter a stranger or […]

ATTORNEY NEWSLETTER Fatal Caregiver Abuse Decedent Lived in Residential Care Facility Caregiver abuse of the elderly and other dependent adults can be deadly. A criminal prosecution is proceeding right now in Southern California[1] against a caregiver charged with the alleged torture and murder of an 87-year-old man living in a […]