Category: Elder Financial Abuse

ATTORNEY NEWSLETTER Allegations Of Forgery And Access To Accounts Nursing Home Administrator Allegedly Wrote Resident Checks To Herself Warning Signs Of Financial Exploitation Families of nursing home residents are generally aware of the dangers of neglect, abandonment or physical abuse that institutionalized elders face. Families of older persons are also […]

ATTORNEY NEWSLETTER Allegations Of Unlawful Use Of Debit Card  Another Caregiver Reports Suspicions To Police Unauthorized Purchases On Dependent Adult’s Card The pandemic has greatly increased reported incidents of financial elder or dependent adult abuse here in Contra Costa County and throughout California.   Forced isolation as a result of the […]

ATTORNEY NEWSLETTER Seniors And Fixed Indexed Annuities High Commissions, Fees, And Surrender Penalties Policy Exchanges As Taxable Events Deferred annuities are complex insurance products.  Carriers that issue the products pay handsome sales commissions to the agents who sell the products to consumers.  With old consumers especially, an agent may propose […]

ATTORNEY NEWSLETTER Court-Appointed Fiduciaries Wield Great Power What Can Go Wrong And Potential For Abuse Of Power  Court-appointed conservators and other fiduciaries (such as guardians or trustees) wield enormous power over the dependent individuals and properties they are appointed to manage and protect.  Court appointments supersede earlier Powers of Attorney, […]

ATTORNEY NEWSLETTER Ingrid M. Evans On Financial Elder Abuse And Fraud Financial Exploitation of Seniors By Caretakers, Insurance Agents And Others The founder of Evans Law Firm, Inc., Ingrid M. Evans, was recently interviewed on The Attorney Post on the subject of financial elder abuse.  From the very beginning of […]

ATTORNEY NEWSLETTER Four Years Of Alleged Theft Authorities Allege Forged Checks And Checks To “Cash” Victim’s Trust Dissolved And Allegedly Paid Over To Caregiver Financial elder abuse by caregivers can range from the one-time theft of cash or an unauthorized use of a credit card to sustained embezzlement over years, […]

ATTORNEY NEWSLETTER Authorities Allege Agent Stole $270,000 From Elder Client Agent Allegedly Used Power of Attorney to Embezzle Agent Accused Of Writing Checks To Himself Elderly persons, particularly those suffering from dementia, are vulnerable to financial elder abuse from caregivers, financial advisors, strangers, insurance agents and others.  Often the tool […]

ATTORNEY NEWSLETTER Churning and Unauthorized Trades In Elderly Clients’ Accounts FINRA Targets Financial Elder Abuse Large Arbitration Awards And Charges Seniors face financial elder abuse from a number of directions – caregivers, insurance agents, strangers, scammers, contractors, and financial advisors and stockbrokers to name but a few.  Caregiver theft is […]

ATTORNEY NEWSLETTER Reading Between The Lines On Complex Contracts Return Calculations, Caps, Fees, And Penalties Research Before You Buy The Santa Clara financial elder abuse attorneys at Evans Law Firm, Inc. advise against deferred annuities for senior consumers because our litigators have seen too many older persons economically harmed by […]

ATTORNEY NEWSLETTER Arbitrator Awards $19 Million To Victim Of Fraud And Financial Elder Abuse Allegations of Forgeries And Unauthorized Stock Purchases  FINRA Finds Fraud And Elder Financial Abuse Financial elder abuse can strike anyone but when the wealthy are victims, the stories of what happened to them receive national attention.  […]