Category: Uncategorized

ATTORNEY NEWSLETTER What the Wells Fargo Case Means for Whistleblowers The Wells Fargo bank fraud case has been the hot topic for news stations, politicians, and consumer attorneys for the last few weeks. The case saw the largest fine ever levied by the Consumer Financial Protection Board, over 5,000 employees […]

ATTORNEY NEWSLETTER Lowering Expectations for Variable Annuities Our Santa Clara annuity fraud attorneys have long considered annuities to be over-hyped products. Brokers earn large commissions for selling them, and are too often willing to massage or obscure the truth in order to make a sale. Among annuities, the variable and […]

ATTORNEY NEWSLETTER State Farms and the Life Insurance Landscape Though it may not be immediately apparent to consumers, the insurance and annuity markets are in constant flux. Sometimes, the changes may take place at a somewhat glacial pace. 2016, though, has been a year with a number of major shifts […]

ATTORNEY NEWSLETTER Revised Rewards Guidelines Issued by the IRS The IRS has the unenviable job not only of collecting taxes, but of following up and investigating businesses and individuals that try to avoid paying their fair share. The investigative effort this requires is staggering, and as a result, the IRS […]

ATTORNEY NEWSLETTER By Steve Baker Bogus IRS Calls Have you received a call from a bogus IRS agent imminent legal action or that they are sending a squad car to arrest you? If you are one of the rare people that has not yet gotten one of these calls, just […]

ATTORNEY NEWSLETTER One of the major avenues by which elder abusers get money from their victims is through the sale of fraudulent investments and securities. While the most reported cases of elder abuse may involve physical violence or tawdry familial misdeeds, financial abuse be investment advisors and financial professionals may […]

ATTORNEY NEWSLETTER Hybrid Long Term Care and Annuity Policies We’ve written before about the risks that long-term care policies and annuities can pose to seniors. All too often, the policies fail to live up to their inflated marketing materials, leaving seniors trying to make up a shortfall in their income, […]

ATTORNEY NEWSLETTER Physical Elder Abuse While elder abuse can come in many forms, including financial abuse by advisers, neglect at a nursing home or by a caregiver, and fraud committed by insurance companies and other financial institutions, perhaps the most heinous form is direct physical abuse committed by those close […]

ATTORNEY NEWSLETTER Preventing and Curing Bedosre A major issue that faces many seniors, especially those in nursing homes or who have in-home caretakers, is pressure ulcers, more commonly known as bedsores. Bedsores resemble bruises when they first start to appear, but within a matter of days can become much more […]

ATTORNEY NEWSLETTER Understanding Caregiver Fraud It’s a sad fact that elders are especially vulnerable to those closest to them. While family and friend can provide a bulwark of support for a senior in a bad situation, sometimes, someone close to a senior can attempt to isolate and control them, often […]