Category: California Financial Elder Abuse Attorney

ATTORNEY NEWSLETTER All Seniors Are At Risk Common Red Flags Of Financial Elder Abuse Steps To Protect Older Loved Ones Unscrupulous financial advisors and stockbrokers have access to customer accounts and may use that access to steal from clients, especially elderly clients who may not catch irregularities in their accounts. […]

ATTORNEY NEWSLETTER 14-Year Prison Sentence For Caregiver Charges Of Sexual Assault And Theft Three Elderly Sexual Assault Victims Seniors and dependent persons under the care of in-home caregivers or residing in a care facility may be at risk of physical, sexual and/or emotional abuse and at the same time financial […]

ATTORNEY NEWSLETTER Agents Target Seniors For Annuity Purchases The Primary Disadvantages Of Annuities For Seniors Check With Tax Advisor And Get A Second Opinion Evans Law Firm, Inc. recommends seniors avoid certain types of deferred annuities because deferred annuity contracts can be expensive and complicated and tie up a senior’s […]

ATTORNEY NEWSLETTER Allegedly Forged Checks Off Patient’s Account Charges of Theft Of Cash And Property Suspicious Checks Spotted By Bank Lead To Investigation Unscrupulous caregivers who prey on seniors many times strike more than one victim.  If a greedy caregiver gets away with stealing from one patient, he or she […]

ATTORNEY NEWSLETTER Allegedly Stole Seniors’ Retirement Assets Advisor Faces Up To 37 Years In Prison 15 Elderly Or Dependent Adult Victims Persons with direct access to a senior’s finances include individuals acting by power of attorney, or as trustee, guardian, conservator, broker, insurance agent, accountant, or other financial advisor to […]

ATTORNEY NEWSLETTER Victim’s Friend Discovers Suspicious Activity Credit Card Purchases And Cash Withdrawals Suspicious Activity On Victim’s Credit Report Theft from any person is a crime, but when the victim is over 65 any theft is also criminal financial elder abuse and grounds for civil liability against the person who […]

ATTORNEY NEWSLETTER All Seniors Are At Risk Of Financial Elder Abuse Be Thorough In Hiring In-Home Caregivers Involved All Trusted Family Members In Decisions Older Americans and their families lose more than $3 billion annually as a result of financial elder abuse according to the National Institute On Aging.  The […]

ATTORNEY NEWSLETTER Agents Target Seniors With Retirement Planning Seminars The Goal Is To Sell Annuities Resist The Hype And Understand The Disadvantages Events like “retirement planning seminars” or “retirement consultations” typically devolve into annuity sales pitches by the hosting insurance agent.  Whenever an agent approaches you to consider a deferred […]

ATTORNEY NEWSLETTER Misrepresentations And Omissions Investment Scheme Targeting Retirees Most Invested Funds Pocketed As Fees Insurance agents may exploit older consumers by selling them expensive and unsuitable insurance products, or even offer unregistered “investments” that are far beyond the insurance policies the agents are licensed to sell.  These investment “opportunities” […]

ATTORNEY NEWSLETTER Lincoln National OptiBlend® 10 Fixed Indexed Annuities The Lincoln National Life Insurance Company, part of the Lincoln Financial Group, issues fixed indexed annuities in California under the trade name Lincoln National OptiBlend® 10 Fixed Indexed Annuities.  These contracts, like all deferred annuities, include complex rules regarding returns and […]