Category: California Financial Elder Abuse Attorney

ATTORNEY NEWSLETTER Analyze Costs Before You’re Sold An Annuity Penalties On Withdrawals Consult With Your Tax Advisor Before Any Annuity Transaction Whenever an agent approaches you to consider a deferred annuity, if you’re a senior think long and hard about the costs buried in annuities.  Below, we analyze costs more […]

ATTORNEY NEWSLETTER Federal And Local Authorities Cooperate In Prosecution False Investment Opportunities And Other Fraudulent Schemes Financial Abusers Can Be Unrelenting All seniors can be victims of financial elder abuse and that abuse may be an isolated incident or a sustained series of abuses or thefts from a senior over […]

ATTORNEY NEWSLETTER Communities Alerted To Potential Abuse Of Older Adults Elder Abuse Can Happen To Any Senior Financial Exploitation, Neglect And Emotional, Physical and Sexual Abuse Law enforcement agencies report that elder abuse in order of prevalence includes financial exploitation, emotional abuse, passive neglect, self-neglect, physical abuse, willful deprivation, confinement […]

ATTORNEY NEWSLETTER Court of Appeals Rules California Courts Can Still Act Financial Abusers Took Elder And Her Property Out Of State California Can Still Exercise Jurisdiction Over Abusers One of the patterns that comes up in elder abuse cases quite frequently is where an individual abusing a California senior financially […]

ATTORNEY NEWSLETTER Increased Isolation Results In Greater Vulnerability Authorities Report Huge Rise In Elder Abuse Cases Facing The Realities Of The New Normal Throughout the world, COVID-19 has struck seniors hardest and nations and elder care institutions have imposed drastic lockdown measures to protect older persons. But the hidden danger […]

ATTORNEY NEWSLETTER SEC Pursues Elder Abuse Charges Against Advisor Unauthorized Trades And Falsified Documents Betraying Trust Of Older Client The U.S. Securities and Exchange Commission (SEC) polices the financial markets to protect investors from fraud. The SEC’s Retail Strategy Task Force has especially focused on fraud against older investors and […]

ATTORNEY NEWSLETTER Isolation And Economic Downturn Generate More Financial Elder Abuse Pandemic Brings Financial Risks Too How Can You Protect Senior Loved Ones? As a group, by far the largest percentage of COVID-19 deaths has occurred among America’s senior population. But there is another, more subtle, danger lurking in the […]

ATTORNEY NEWSLETTER Justice In Aging’s Legal Guide on Elder Abuse The Justice In Aging group recently published a guide on civil legal aid regarding cases of elder abuse in California. You can access the guide by clicking here. The guide is intended for civil attorneys, but if you or a […]

ATTORNEY NEWSLETTER Agents Push Deferred Annuities For Seniors Understand How Deferred Annuities Work Always Get A Second Opinion Insurance agents offer seniors deferred annuities, designed, according to the salesperson, to provide an income stream later in life. Sometimes the teaser rates on these contracts sound appealing. But deferred annuities pay […]

ATTORNEY NEWSLETTER What Seniors Should Understand About Annuity Fees Fees Versus “Guarantees” How Carriers Protect Themselves Deferred annuities generally carry a variety of fees from initial sales commissions to producing agents, administrative fees, subaccount fees, and fees for enhanced contract features known as “riders.” Seniors consumers need to understand how […]