ATTORNEY NEWSLETTER Undisclosed Risks Indexed Universal Life Insurance Is “Massively Complex”  Fees Can Drain The Policy Indexed universal life insurance (IULs), like certain types of deferred annuities, generate significant sales commissions for the agents who sell them.  For that reason, some agents, eager to make a sale, may pressure consumers […]

ATTORNEY NEWSLETTER 93-Year-Old Resident Dies And Two Others Hospitalized Mistakenly Served Dishwashing Liquid Instead Of Juice Police And Department Of Social Services Investigating Dementia sufferers are extremely vulnerable to abuse and neglect because they may not even be aware of what is happening to them or able to communicate about […]

ATTORNEY NEWSLETTER 96-Year-Old Victim Caregiver Allegedly Stole Over $53,000 Victim’s Family Discovers Theft After Victim’s Death Statistics show that the risk of financial elder abuse increases as we age; that is, a 90-year-old person is at greatest risk, say, than a 70-year-old.  Of course, the statistics are not surprising as […]

ATTORNEY NEWSLETTER Financial Elder Abuse Of Seniors Signs Of Financial Exploitation Social, Physical And Behavioral Clues As we age, we may grow dependent on the help of others.  The process may be gradual or sudden (as after a stroke or accident).  Either way, increased dependence on others opens up the […]

ATTORNEY NEWSLETTER Criminal And Civil Penalties Examples Of Power Of Attorney Abuse Enhanced Remedies For Seniors Financial powers of attorney (POAs) grant full authority over a person’s financial affairs, and medical powers of attorney, known in California as an Advance Health Care Directives (AHCDs), grant authority over medical decisions and […]

ATTORNEY NEWSLETTER Senior Investors Allegedly Bilked Out of $ 800,000 Broker Allegedly Hid Stolen Money In Wife’s Account Multiple Complaints Of Misappropriated Funds Filed One of life’s sad truths is that whenever someone has access to someone else’s money there is a risk of fraud or theft.  This reality is […]

ATTORNEY NEWSLETTER Defendants Accused Of Running $12 Million Ponzi Scheme 50 Reported Victims Include Many Seniors Victims Lost Retirement Savings Seniors may often be the targets in investment fraud schemes.   Promoters and financial advisors touting fraudulent schemes may lure older investors with supposed “opportunities” promising high returns, seizing on senior […]

ATTORNEY NEWSLETTER Alleged False Claims To Medi-Cal Former Membership Services Director Blows Whistle Federal Government And California To Share Settlement Federal and California law authorizes citizens to bring civil lawsuits on behalf of the government against businesses defrauding the federal or State government.  False Claims Act, (“FCA”), 31 U.S.C. § […]

ATTORNEY NEWSLETTER 73-Year-Old Disabled Victim Caregiver Allegedly Repeatedly Overpaid Herself Confused Victim Paid Caregiver Multiple Times For Same Hours Dishonest caregivers will take advantage of any impairment they perceive in the patients they’re paid to care for.  One primary impairment as patients age is their memory; while seniors may continue […]

ATTORNEY NEWSLETTER 95-Year-Old Victim Spots Suspicious Charges Unauthorized Purchases Include Trips Charged With 30 Felonies Of Unauthorized Credit Card Use Seniors are at risk of financial elder abuse from many different directions but sadly one of the most recurring is abuse by dishonest caregivers working in a senior’s own home.  […]