Category: Elder Financial Abuse

ATTORNEY NEWSLETTER Gold Scams Target Older Investors Financial Elder Abuse And Commodity Futures Trading Commission Whistleblower Cases Unscrupulous gold and rare coin dealers  target seniors in scams because seniors are likely to pick up a phone or respond to an email, and are eager to supplement retirement savings based on […]

ATTORNEY NEWSLETTER Banks File $5 Billion in Suspicious Activity Reports of Financial Elder Abuse in 2019 Financial Elder Abuse Can Strike Any Senior Reports of Suspicious Activity Up 300% Seniors in the City of San Francisco and throughout California are increasingly victims of financial elder abuse more than any other […]

ATTORNEY NEWSLETTER Avoid The Push Toward Annuities Your Retirement Portfolio Does Not Need An Annuity Annuities are insurance policies not investments like CDs, stocks and bonds, or mutual funds. Like other insurance products, annuities are complicated contracts and produce high commissions for the agents that sell them.  Our litigators recommend […]

ATTORNEY NEWSLETTER Financial Powers of Attorney and the Elderly Legal Requirements for powers of Attorney in California A financial Power of Attorney (“POA”) is an important legal document where a principal authorizes an agent to act on the principal’s behalf in business transactions and more.[1] Someone with a financial Power […]

ATTORNEY NEWSLETTER When Financial Predators Strike Taking Advantage Of Isolation And Cognitive Impairment Caregivers With Access To The Check Book Our litigators see a sadly familiar pattern in financial elder abuse cases: an elderly person’s spouse of many years dies and the survivor is left alone. Enter a stranger or […]

ATTORNEY NEWSLETTER Ponzi Schemes Increasingly Target Older Investors After years of savings and with the children educated and on their own, seniors should take comfort in a nest egg for future years. But unscrupulous brokers, insurance agents and stock promoters target seniors for just the same reason – there’s money […]

ATTORNEY NEWSLETTER United States Department of Justice Prosecuting Financial Elder Abusers Recent Scheme Victimized Senior Veterans Identify Theft and Unauthorized Withdrawals from Veterans’ Bank Accounts Seniors are increasingly victims of financial elder abuse more than any other form of elder abuse throughout California and the United States as a whole. […]

ATTORNEY NEWSLETTER The Older The Victim, The Greater The Average Loss Financial Elder Abuse Can Strike Any Senior Reports of Suspicious Activity Up 300% Seniors in Alameda Countyand throughout California are increasingly victims of financial elder abuse more than any other form of elder abuse.   Caregivers, insurance agents, financial advisors, […]

ATTORNEY NEWSLETTER The Older The Victim, The Greater The Average Loss Financial Elder Abuse Can Strike Any Senior Even Conservators Can Commit Financial Elder Abuse Seniors in Marin and throughout California are increasingly victims of financial elder abuse more than any other form of elder abuse.   Caregivers, insurance agents, financial […]

ATTORNEY NEWSLETTER The Downsides to Annuities in Retirement Plans Consider Other Tax-Deferred Options Risks to Seniors Our litigators recommend against annuities because commissions, fees and surrender penalties reduce returns and make it expensive to get your money out if you need it. We especially advise against any such investment for […]