Category: Elder Financial Abuse

ATTORNEY NEWSLETTER Case Example Falsifying Checks And Timesheets Protecting Seniors From Fraud California broadly defines what constitutes financial elder or dependent adult abuse: (a) “Financial abuse” of an elder or dependent adult occurs when a person or entity does any of the following: (1) Takes, secretes, appropriates, obtains, or retains real or […]

ATTORNEY NEWSLETTER Broad Authority Under Powers Of Attorney Abuse By Self-Dealing Liability Of Appointed Agents For Wrongdoing Financial powers of attorney (POAs) grant full authority over a person’s financial affairs, and medical powers of attorney, known in California as an Advance Health Care Directives (AHCDs), grant authority over medical decisions […]

ATTORNEY NEWSLETTER Elder Abuse Takes Different Forms Spotting Elder Abuse And Neglect How To Prot4ct Older Loved Ones  Elder abuse comes in a variety of forms and includes not only intentional physical or financial abuse but also neglect or abandonment of a senior.  Often neglect goes hand in hand with […]

ATTORNEY NEWSLETTER Caregiver Entrusted To Pay Victim’s Bills Victim Evicted Because Rent Not Paid Protecting Older Loved Ones From Fraud  While most financial elder abuse starts out relatively small, the amounts stolen grow over time as the predator gets away with his or her theft.  Left undetected, financial elder abuse […]

ATTORNEY NEWSLETTER Caregiver And Her Husband Arrested 71-Year-Old Victim With Cerebral Palsy Thousands Of Dollars In Unauthorized Purchases Unauthorized use of an elderly or dependent person’s debit and credit cards is a frequently recurring form of financial elder and dependent adult abuse.  Sometimes the cases involve actual use of the […]

ATTORNEY NEWSLETTER Complicated And Costly Insurance Policies Penalties For Getting Your Money Back Unfavorable Interest Crediting Formulas Evans Law Firm, Inc. generally recommends against certain types of deferred annuities especially for seniors because these complex insurance policies carry high fees, lack transparency and are illiquid. The contracts are illiquid because […]

ATTORNEY NEWSLETTER Caregiver Fraud On The Elderly Thousands In Unauthorized Purchases Protecting Older Loved Ones Unauthorized use of an elderly or dependent person’s debit and credit cards is a frequently recurring form of financial elder and dependent adult abuse.  Sometimes the cases involve actual use of a credit card at […]

ATTORNEY NEWSLETTER Broad Authority Under Powers Of Appointment Conflicts Of Interest Remedies For POA Abuse Powers of attorney are extremely important estate planning tools for all of us as we age; it is helpful to have such arrangements in place before the need for them arises and we are unable […]

ATTORNEY NEWSLETTER Case Example Victim’s Family Spots Suspicious Activity Protecting Seniors From Fraud California broadly defines what constitutes financial elder or dependent adult abuse: (a) “Financial abuse” of an elder or dependent adult occurs when a person or entity does any of the following: (1) Takes, secretes, appropriates, obtains, or retains real […]

ATTORNEY NEWSLETTER Disadvantages For Seniors Policies Are Expensive And Complicated Withdrawals Penalties, Commissions And Fees Deferred annuities are extremely complicated insurance contracts sometimes running to 50-100 pages of technical language and actuarial tables. Seniors are often targeted by insurance agents with proposals for deferred annuities.  Evans Law Firm, Inc. generally recommends […]