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Category: California Financial Elder Abuse Attorney

San Francisco Financial Elder Abuse Attorneys: Financial Advisor Accused Of Stealing From Several Elderly Clients

ATTORNEY NEWSLETTER Allegedly Took Advantage Of Family Friendships Money Allegedly Spent On Gambling, Meals, And Care Payments Authorities Say Over $529,000 Lost  Seniors are vulnerable to financial exploitation by unscrupulous financial advisors, insurance agents, trustees, caregivers and others.  Often the abuser is a stranger or someone who has only recently […]

Jun 13, 2022 - Annuities by |

Los Angeles Financial Elder Abuse And Annuity Attorney: Be Cautious About Deferred Annuities

ATTORNEY NEWSLETTER Always Get A Second Opinion Before Being Sold An Annuity Understand Contract Fees And Withdrawal Penalties Avoid Exchanges Or Replacement Transactions Deferred annuities, unlike immediate annuities, require an upfront insurance premium for an income stream to be paid to you many years in the future. The deferral period can […]

Santa Clara County Financial Elder Abuse Attorney: Ex-Caregiver Pleads Guilty To Stealing From Dependent Adult

ATTORNEY NEWSLETTER Bank And Credit Cards Allegedly Stolen 71-Year-Old Victim Suffered From Cerebral Palsy Stolen Credit Cards Allegedly Used At Multiple Stores Every time a stranger or caregiver enters an elder or dependent adult’s home, there is a risk of theft.  Every time.  Older persons or dependent adults are really […]

Marin County Financial Elder Abuse Attorney: Caregiver On Trial For Physical Elder Abuse, Neglect And Financial Elder Abuse

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 […]

Orange County Financial Elder Abuse Attorneys: Pastor Pleads Guilty To Using Power of Attorney To Steal From Dementia Victim

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 […]

Los Angeles Financial Elder Abuse Attorneys: Police Arrest Former IRS Agent For Allegedly Defrauding Elderly Investor Of $1 Million

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, […]

Jun 6, 2022 - Annuities by |

San Francisco Financial Elder Abuse And Annuity Attorney: Understanding The Downsides Of Deferred Annuities

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 […]

Orange County Financial Elder Abuse Attorney: Facility Business Manager Sentenced For Stealing Thousands From 88-Year-Old Assisted Living Facility Resident

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 […]

San Mateo County Financial Elder Abuse Attorney: Caregiver Charged With Forging Checks And Pawning Jewelry Stolen From Senior

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) […]

San Francisco Financial Elder Abuse Attorney: Former Insurance Agent Allegedly Steals Nearly $50,000 From Elderly Clients

ATTORNEY NEWSLETTER Former Agent Accused Of Stealing From Older Clients One Victim’s Family Member Alerts Authorities Withdrawals And Surrenders From Annuities Financial predators on seniors include in-home caregivers, insurance agents and other salespeople, bankers, trustees, conservators, financial advisors, brokers, contractors, second spouses, and girlfriends or boyfriends.  All seniors are potential […]

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"I contacted Attorney Ingrid Evans for advice about a financial elder abuse case. She was extremely knowledgeable, bright and informative. I highly recommend her. I am an attorney myself, and know when I am talking to a another excellent attorney."
Posted By: Terry Kolkey Attorney

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