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Category: California Financial Elder Abuse Attorney

Orange County Financial Elder Abuse Attorney: Preventing Caregiver Fraud And Protecting Seniors

ATTORNEY NEWSLETTER Get References When Hiring In-Home Caregivers Use A Bonded Agency And Ask Questions Warning Signs Of Caregiver Fraud Whenever a stranger enters an isolated senior’s home there is a very real risk of financial elder abuse.  This is especially true when the stranger is a caregiver, who may […]

Marin County Financial Elder Abuse Attorney: Caregiver Theft Of Cash And Forged Checks

ATTORNEY NEWSLETTER Caregiver Used ATM Card Repeatedly Accused of Forging 24 Checks Totaling $137,000 Another Caregiver Helped Victim Discover Theft Elders and dependent adults are often unable to protect themselves from financial elder or dependent adult abuse and theft by unscrupulous caregivers in their home or in their room in […]

San Mateo County Financial Elder Abuse Attorney: Caregiver Allegedly Stole Credit Cards And Checks From Facility Residents

ATTORNEY NEWSLETTER Credit Card Use Captures On Camera Resident Checkbooks Found At Caregiver’s Home Facility Reported Suspicious Activity When the victim of any theft is over 65 that theft also constitutes criminal financial elder abuse and grounds for civil liability against the person who took the property.  Penal Code § […]

Sonoma County Financial Elder Abuse Attorney: Unlicensed Caregivers And Financial Elder Abuse

ATTORNEY NEWSLETTER Craigslist Caregiver Allegedly Stole From 89-Year-Old Unauthorized Checks And ATM Withdrawals Allegations of Financial And Physical Abuse References and background checks of persons hired as in-home caregivers are essential steps when a senior needs in-home care.  The risks of what can go wrong when a total stranger enters […]

Marin County Financial Elder Abuse Attorneys: Attorney-in-Fact Used Power of Attorney To Steal $120,000 From Principal With Dementia

ATTORNEY NEWSLETTER Redirected Annuity Payments $120,000 In Unauthorized Withdrawals Two-Year Sentence And Restitution Financial powers of attorney (POAs) grant full authority over a person’s financial affairs and a medical power of attorney, known in California as an Advance Health Care Directive (AHCD) grants authority over all medical decisions and health […]

San Francisco Trusts And Financial Elder Abuse Attorneys: Trustee Misappropriation Of Trust Funds

ATTORNEY NEWSLETTER Trustee Standard Of Duty Demands For Information And Accounting Removal And Enhanced Remedies  Trusts are used by many people, especially seniors and dependent adults, as important tools for managing and protecting assets and estate planning following death.  Sometimes the individual creating the trust (known as the settlor) serves […]

Alameda County Financial Elder Abuse Attorney: Bookkeeper Arrested For Stealing From 92-Year-Old Client

ATTORNEY NEWSLETTER Altered Checks Discovered By Victim’s Daughter  Allegedly Stole Over Two-Year Period Deposited Altered Checks Into Her Own Account Given the potential for abuse, a licensed and bonded professional fiduciary is probably the optimal choice when a senior or dependent adult needs help with checking writing and bill paying […]

Apr 29, 2022 - Annuities Fraud by |

San Francisco Financial Elder Abuse And Annuity Attorney: Seeing Through The Sales Hype On Indexed Annuities

ATTORNEY NEWSLETTER Indexed Annuities Are Complex Insurance Policies Indexed Annuities Are Not Direct Fund Investments Surrender Charges, Fees And Return Calculations Indexed annuities are a particularly complicated variety of deferred annuities.  Despite the tile of this product and the various “funds” or “buckets” you may be offered to allocate your […]

Napa County Financial Elder Abuse Attorney: Caregiver and Relative Assisting Her Sentenced For Financial Elder Abuse

ATTORNEY NEWSLETTER Caregiver And Assisting Relative Financially Exploited Senior Police Say More Than $171,000 Taken Victim’s Daughter First Detected Suspicious Checks Theft from a victim is over 65 is straight theft but is also criminal financial elder abuse and grounds for civil liability against the person who took the property […]

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