Category: San Francisco elder abuse

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 Agent Hype Covers Up Downsides Know What’s In The Fine Print Annuities pay big sales commissions to agents. Carriers in turn design new products so agents have more inventory to pitch. Fixed indexed annuities are currently the hottest and most over promoted product in the annuity world. Agents […]

ATTORNEY NEWSLETTER Surviving Spouses Prey to Caregivers and Others How to Protect Your Children and Ensure They Inherit the Family House Consider Life Estates Sadly, there’s a repeating pattern of caregivers and others getting their hands on a senior’s property after a spouse of many years passes away. Isolated seniors […]

ATTORNEY NEWSLETTER Caregivers and Financial Elder Abuse Keep Checks, Credit and ATM Cards, Valuables and Important Papers in a Safe Place Accessing Your Bank Accounts Whenever a stranger is in an elderly person’s home, the senior’s identity, valuables, credit cards, bank accounts and important papers are all at risk. Unscrupulous […]

ATTORNEY NEWSLETTER FINRA Bars Broker for Unsuitable Advice, Unethical Conduct and Financial Exploitation of Senior The Financial Industry Regulatory Authority (FINRA) polices financial advisor fraud and financial elder abuse including financial exploitation of seniors, unethical conduct towards them, and recommendations of unsuitable investments. The Marin financial elder abuse and annuity […]

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 […]

ATTORNEY NEWSLETTER Caregivers and Financial Elder Abuse Keep Valuables and Important Papers in a Safe Place Whenever a stranger is in an elderly person’s home or nursing home room, the senior’s valuables are at risk of theft. Unscrupulous caregivers strike quickly and it may be some time before the senior […]

ATTORNEY NEWSLETTER  New California Laws Protecting Seniors California leads the nation in State law protections for seniors. Our laws protect seniors through broad definitions of what constitutes abuse, additional remedies for the injured, wider mandatory reporter rules, enhanced patients’ rights, and government agency investigation guidelines, among other protections.  The San […]

ATTORNEY NEWSLETTER Elder Abuse Is An Epidemic Millions of Americans suffer from elder abuse in one form or another every year. While many cases go unreported, reported incidents are steadily growing as the population becomes more aware of the epidemic and injured seniors begin to speak up for themselves. Here […]

ATTORNEY NEWSLETTER Illegal Churning of Accounts Securities Fraud and Financial Elder Abuse A recent Southern California case of stockbroker churning reveals the seriousness of allegations of broker misconduct, especially when the misconduct targets seniors. Churning means excessive trading by a broker in a client’s account largely to generate commissions. Stock […]