Category: California Financial Elder Abuse Attorney

ATTORNEY NEWSLETTER Civil Complaint Alleges Older Victims Lost Life Savings Agent Allegedly Sold Unregistered Promissory Notes FINRA Bars Defendant As Registered Financial Advisor Financial elder abuse by financial advisors, brokers, and insurance agents may be a one-time sale or unauthorized trade or it can be a sustained scheme taking more […]

ATTORNEY NEWSLETTER Changing Estate Plans When Senior Lacks Capacity Holding Attorneys Accountable Individuals create trusts to hold their assets to avoid a lengthy probate process following death and make sure their estate passes to their spouse or children or grandchildren or other beneficiaries of their own choosing.  Typically, these trust […]

ATTORNEY NEWSLETTER Agent Allegedly Stole $300,00 From Two Dementia Patients  Victims Were Residents Of Assisted Care Facility  Agent Left Victim Bills Unpaid, Threatening Their Eviction Powers of Attorney (POAs) are incredibly important – and powerful – legal instruments.  Sometimes, they are absolutely essential when the principal needs their appointed agent […]

ATTORNEY NEWSLETTER Caregiver And Husband Accused Of Credit Card Theft Alleged Spending Spree With Bedridden Victim’s Cards Victim A 71-Year-Old Cerebral Palsy Patient Confined To Bed Unscrupulous caregivers strike quickly if they can access cash, checks, ATM cards, credit cards, and jewelry.   The theft may start out relatively small with […]

ATTORNEY NEWSLETTER Not The Same As Index Fund Investments High Sales Commissions, Fees And Withdrawal Penalties Annuities Are Not Insure Investments Whenever an insurance agent approaches you with a deferred annuity, like an indexed annuity dig a little deeper to understand how these indexed annuities operate in real life. Indexed […]

“Protecting Seniors from Financial Elder Abuse” Date:  August 31, 2021 Time:  11:00AM – 12:30PM PDT FREE ONLINE (VIRTUAL) EVENT (you can participate from home!) Register here: https://protectseniors.eventbrite.com Please join Evans Law Firm, Inc. founder Ingrid M. Evans, Esq. as she participates in a free online Seniors At Home Workshop on […]

ATTORNEY NEWSLETTER Cash, Checks And Credit Cards Stolen From Assisted Care Patients Aide Had Two Prior Convictions For Financial Elder Abuse Total Theft Estimated At $18,000 While families of nursing home residents are aware of the dangers of neglect, abandonment or physical abuse that institutionalized elders face, there is also […]

ATTORNEY NEWSLETTER Questionable Annuity Sales Tactics Targeting Seniors Sales Of Unsuitable Annuities To Seniors As Financial Elder Abuse Economic Loss From Exchange Or Replacement Transactions Insurance agents sell all insurance products for commissions.  Obviously, some forms of insurance, like health insurance and homeowner’s insurance are essential, but unsuitable insurance products […]

ATTORNEY NEWSLETTER Federal Grand Jury Returns 11-Count Indictment Elderly Investors Allegedly Gave Suspect $12 Million To Invest Money Allegedly Spent On Suspect’s Lavish Lifestyle Financial elder abuse by financial advisors, brokers, investment promoters and others ranges from one-off fraud against individual seniors to fraudulent schemes that target seniors as a […]

ATTORNEY NEWSLETTER Caregiver Accused Of Stealing $90,000 And Selling Victim’s House Authorities Allege Caregiver Pressured Victim To Gain Access To Accounts Caregiver Allegedly Bought New Car With Stolen Funds Any older loved one in your family is probably the most vulnerable to theft when a caregiver enters his or home.  […]