Category: Evans Law Firm

ATTORNEY NEWSLETTER Preventing Fraud and Abusive Practices Always Check Backgrounds Before You Buy Hopefully, you already check the backgrounds of any contractors or caregivers or others you let in your home to do work. Checking the background of anyone trying to sell you an investment is equally important!  The Securities […]

ATTORNEY NEWSLETTER FINRA Levies Big Fines in 2018 for Sales of Unsuitable Annuities and Other Misconduct The Financial Industry Regulatory Authority (FINRA) polices financial advisor fraud including recommendations of unsuitable annuities. The agency detected a disturbing trend of sales to consumers, including seniors, of unsuitable products and “largely unsupervised” inappropriate […]

ATTORNEY NEWSLETTER Financial Elder Abuse on the Rise in San Francisco Law Enforcement Only Investigates a Fraction of the Cases Cases of elder and dependent adult abuse in the City jumped 18 percent in 2017, according to a report released Tuesday by the Family Violence Council in San Francisco. While […]

ATTORNEY NEWSLETTER 100% of Seniors at High Risk of Financial Elder Abuse Criminals find seniors easy targets for financial elder abuse and theft. All seniors are at risk. While the elderly may be alert to well-publicized scams, financial elder abuse may often be slow and subtle and come from caregivers, […]

ATTORNEY NEWSLETTER FINRA Concerns With L Share Annuities L Share Variable Annuities are a type of variable annuity where the surrender charge period under the contract is shortened to three or four years but administrative fees and mortality expense rates are higher. L-Shares are also often sold with long-term riders […]

ATTORNEY NEWSLETTER Internal Revenue Service Rewards Whistleblowers Offshore Tax Avoidance Schemes Targeted The Internal Revenue Service (IRS) rewards people who provide credible information to the IRS regarding tax scams including tax avoidance through the use of offshore accounts and companies. The IRS aggressively pursues taxpayers who use offshore tax avoidance […]

ATTORNEY NEWSLETTER Financial Exploitation of Seniors Law Enforcement Nabs Abusers Preying on the Elderly Financial exploitation of the elderly comes in different shapes and sizes. Last week, local law enforcement apprehended two suspects alleged to have extorted more than $180,000 from members of San Francisco’s Chinese community in the final […]

ATTORNEY NEWSLETTER Genworth Life and Annuity Insurance Company Whole and Universal Life Insurance Required Disclosures to Senior Policyholders If you are over age 60, live in Marin County or elsewhere in California, and have cancelled (or surrendered) a whole or universal life insurance policy issued by Genworth Life and Annuity Insurance […]

ATTORNEY NEWSLETTER Nursing Home Residents at Risk of Abuse and Neglect When Quality Care Loses Out to the Bottom Line The nursing home abuse attorneys at Evans Law Firm, Inc. represent elderly persons injured by abuse or neglect in the nursing homes of Marin County and throughout California. Our attorneys […]

ATTORNEY NEWSLETTER Financial Powers of Attorney and the Elderly A financial Power of Attorney (POA) is a very important legal document where the principal authorizes an agent to act on the principal’s behalf in business transactions and more.[1] Someone with a financial Power of Attorney has legal authority to transfer […]