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San Mateo County Financial Elder Abuse Attorney: Caregiver Allegedly Stole Credit Cards And Checks From Facility Residents

ATTORNEY NEWSLETTER Credit Card Use Captures On Camera Resident Checkbooks Found At Caregiver’s Home Facility Reported Suspicious Activity When the victim of any theft is over 65 that theft also constitutes criminal financial elder abuse and grounds for civil liability against the person who took the property.  Penal Code § […]

May 6, 2022 - Annuities by |

Orange County Financial Elder Abuse And Annuity Attorney: Disadvantages Of Certain Forms Of Deferred Annuities

ATTORNEY NEWSLETTER Deferred Annuities Are Complicated, Long-Term Insurance Policies Commissions, Fees And Surrender Penalties Erode Returns Replacements And Exchanges Of Contracts Can Be Costly Evans Law Firm, Inc. generally recommends against certain types of deferred annuities for older consumers because these complex, expensive insurance policies may tie up a senior’s […]

Sonoma County Financial Elder Abuse Attorney: Unlicensed Caregivers And Financial Elder Abuse

ATTORNEY NEWSLETTER Craigslist Caregiver Allegedly Stole From 89-Year-Old Unauthorized Checks And ATM Withdrawals Allegations of Financial And Physical Abuse References and background checks of persons hired as in-home caregivers are essential steps when a senior needs in-home care.  The risks of what can go wrong when a total stranger enters […]

Marin County Financial Elder Abuse Attorneys: Attorney-in-Fact Used Power of Attorney To Steal $120,000 From Principal With Dementia

ATTORNEY NEWSLETTER Redirected Annuity Payments $120,000 In Unauthorized Withdrawals Two-Year Sentence And Restitution Financial powers of attorney (POAs) grant full authority over a person’s financial affairs and a medical power of attorney, known in California as an Advance Health Care Directive (AHCD) grants authority over all medical decisions and health […]

May 3, 2022 - Caregiver Fraud by |

Orange County Financial Elder Abuse Attorney: Caregiver Accused Of Stealing $87,000 In Cash From Elderly Patients

ATTORNEY NEWSLETTER $87,000 In Cash In Attic Filing Cabinet Missing Jewelry Pawned By Caregiver Caregiver In Home For Six Months Cash, jewelry, checks, and other valuables can vanish whenever a stranger enters an elderly person’s home.  The risk is particularly high if the stranger, like a caregiver, has access for […]

San Francisco Trusts And Financial Elder Abuse Attorneys: Trustee Misappropriation Of Trust Funds

ATTORNEY NEWSLETTER Trustee Standard Of Duty Demands For Information And Accounting Removal And Enhanced Remedies  Trusts are used by many people, especially seniors and dependent adults, as important tools for managing and protecting assets and estate planning following death.  Sometimes the individual creating the trust (known as the settlor) serves […]

San Francisco Elder Abuse Attorney: Nursing Home Residents Vulnerable To Physical Abuse And Neglect And Financial Elder Abuse

ATTORNEY NEWSLETTER Incidents Of Abuse Of Nursing Home Residents Growing Dementia Patients At Highest Risk Of Abuse And Neglect Financial Exploitation Of Nursing Home Residents Seniors are vulnerable to all sorts of abuse and neglect whether at home under the care of others or in assisted care or skilled nursing […]

Alameda County Financial Elder Abuse Attorney: Bookkeeper Arrested For Stealing From 92-Year-Old Client

ATTORNEY NEWSLETTER Altered Checks Discovered By Victim’s Daughter  Allegedly Stole Over Two-Year Period Deposited Altered Checks Into Her Own Account Given the potential for abuse, a licensed and bonded professional fiduciary is probably the optimal choice when a senior or dependent adult needs help with checking writing and bill paying […]

Apr 29, 2022 - Annuities Fraud by |

San Francisco Financial Elder Abuse And Annuity Attorney: Seeing Through The Sales Hype On Indexed Annuities

ATTORNEY NEWSLETTER Indexed Annuities Are Complex Insurance Policies Indexed Annuities Are Not Direct Fund Investments Surrender Charges, Fees And Return Calculations Indexed annuities are a particularly complicated variety of deferred annuities.  Despite the tile of this product and the various “funds” or “buckets” you may be offered to allocate your […]

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