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Category: California Financial Elder Abuse Attorney

California and Alameda County Financial Elder Abuse Attorney: Caregivers and Financial Elder Abuse

ATTORNEY NEWSLETTER Cash, Checks, and Personal Information Caregivers Steal Property and Identity Preventing Caregiver Theft In-home caregivers have access to a senior’s cash, bank accounts, other valuables and perhaps worst of all confidential information that provides access to accounts or impersonation of a senior in financial matters. In one recently […]

San Francisco Trusts and Financial Elder Abuse Attorneys: Trust Disputes

ATTORNEY NEWSLETTER Trust Disputes: Invalid Trusts and Breaches of Fiduciary Duty Fighting Against Trustee Misconduct Many Californians create trusts to hold assets to allow continuity of financial management if they become incapacitated. Trusts are a good way to protect assets, but when a settlor suffers from cognitive impairment, a greedy […]

Marin County and California Financial Elder Abuse Attorney: Stockbrokers, Insurance Agents, and Financial Advisors and Financial Elder Abuse

ATTORNEY NEWSLETTER Seniors Targets of Financial Elder Abuse If You’re a Victim, We Can Help Unscrupulous stockbrokers, insurance agents, financial advisors and retirement planners prey on seniors with “opportunities” of higher returns in a low-interest-rate environment. Be careful. Annuities or high-risk investments are unsuitable for seniors and can lead to […]

Alameda County and California Financial Elder Abuse Attorneys: Attorneys’ Fees Awards For Victims of Financial Elder Abuse

ATTORNEY NEWSLETTER Enhanced Remedies For Victims Include Attorneys’ Fees Awards Appellate Court Broadens Attorneys’ Fees Awards The California Elder Abuse and Dependent Adult Civil Protection Act, the “Elder Abuse Act,” protects elders against financial and other abuse “by providing enhanced remedies which encourage private, civil enforcement of laws against elder […]

Jun 19, 2020 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Avoid Fixed Indexed Annuities

ATTORNEY NEWSLETTER Understand The Drawbacks of Fixed Indexed Annuities Insurance Policies Not Investments Do Not Be Rushed Into A Sale The current bear market and COVID-19 economic downfall have insurance agents out pushing fixed indexed annuities as a blend of safety and upside opportunity should the market turn around. Don’t […]

Alameda County and California Financial Elder Abuse Attorney: Greedy Caregivers Can Take Everything From The Elderly

ATTORNEY NEWSLETTER Isolated Seniors Are Prey To Greedy Caregivers The Effects Can Be Devastating Greedy caregivers who steal from their elderly patients will really stop at nothing once they get started. Often, the theft begins slowly with relatively small amounts of cash or unauthorized purchases. Almost inevitably, the theft escalates. […]

Jun 17, 2020 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Why Senior Citizens Should Avoid Annuities

ATTORNEY NEWSLETTER Understand Returns, Costs, and Penalties Resist Hard Sell Tactics Especially “Free Lunch” Seminars! Our litigators recommend against annuities for any older consumers because commissions and fees are high, returns on your money are calculated to benefit the carrier not you, and the contracts tie up your money for […]

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