Category: California Financial Elder Abuse Attorney

ATTORNEY NEWSLETTER California Law on Gifts to Care Custodians Tightening the Marriage Loophole for Gifts to Care Custodians California law presumes that gifts – made either during life or at death – by an elder or dependent adult to their care custodian[1] are the product of undue influence (a defined […]

ATTORNEY NEWSLETTER Deferred Annuities Are Complex and Expensive The Greatest Consumer Risk: Not Understanding What You’ve Been Sold Our lawyers recommend you always beware when an insurance agent tries to sell you annuities or life insurance, particularly if you’re a senior. Annuities are complicated insurance products with a lot of […]

ATTORNEY NEWSLETTER Increasing Reports Of Financial and Physical Elder Abuse and Neglect What You Should Do If You Suspect Elder Abuse Throughout the United States and here in Alameda County, elder abuse in every form, and most especially financial elder abuse, is on the rise. As the older population increases, […]

ATTORNEY NEWSLETTER  Ponzi Schemes Increasingly Target Older Investors Older people have more money to invest. After years of savings and with the children educated and on their own, seniors should take comfort in a nest egg for future years. But unscrupulous brokers, insurance agents and stock promoters target seniors for […]

ATTORNEY NEWSLETTER Indexed Annuities Are Complex and Expensive SEC Issues Bulletin Warning Consumers of Risks Our lawyers recommend you always beware when an insurance agent tries to sell you annuities or life insurance, particularly if you’re a senior. Annuities are complicated insurance products with a lot of red flags for […]

ATTORNEY NEWSLETTER Universal Life Insurance Pacific Life Policies Insurance agents and financial advisors often suggest California consumers purchase universal life insurance as a savings vehicle for the future, especially indexed universal life insurance (IULs). Our lawyers recommend against these costly, complicated policies, and advise you to be prepared when an […]

ATTORNEY NEWSLETTER What It Means For An Investment To Be Liquid Versus Illiquid Annuities Tie Up Your Money For Years Our lawyers recommend you always beware when an insurance agent tries to sell you annuities or life insurance, particularly if you’re a senior. One of the primary reasons senior consumers […]

ATTORNEY NEWSLETTER Annuities Are Complex and Expensive Your Money Is Tied Up For Years Our lawyers recommend you always beware when an insurance agent tries to sell you annuities or life insurance, particularly if you’re a senior. Annuities are complicated insurance products with a lot of red flags for consumers: […]

ATTORNEY NEWSLETTER Investigations of Possible Wrongdoing at GPB Capital Our litigators have written before about risks associated with private placement investments. [1] Private placements are offerings of unregistered securities companies use to raise capital.  Private placements are subject to regulation by the U.S. Securities and Exchange Commission (SEC) under the […]

ATTORNEY NEWSLETTER Ponzi Schemes Increasingly Target Older Investors Older people have more money to invest. After years of savings and with the children educated and on their own, seniors should take comfort in a nest egg for future years. But unscrupulous brokers, insurance agents and stock promoters target seniors for […]