ATTORNEY NEWSLETTER Financial Elder Abuse Comes From All Directions Financial elder abuse takes many forms and comes from many different directions. Thousands of seniors suffer injury at the hands of people they know; thousands more are victimized by strangers through phone and internet scams.  Elder victims lose their life savings, […]

ATTORNEY NEWSLETTER SEC Considers Allowing Arbitration Clauses in IPOs Investors Could Lose an Important Tool for Fighting Fraud The Securities and Exchange Commission (SEC) is considering a new regulation that would rob investors of an important tool for fighting against securities fraud. The regulation would allow corporations to include a […]

ATTORNEY NEWSLETTER SEC Charges Megachurch Pastor With Fraud Senior citizens are vulnerable to financial predators who are often the very persons seniors respect and trust the most. The Securities and Exchange Commission (SEC) recently charged a prominent national pastor and a financial planner with a fraudulent scheme targeting the elderly.[1]  […]

ATTORNEY NEWSLETTER Deferred Annuities in Trusts Always Check With Your Tax Advisor California seniors often create trusts for holding assets. Trusts provide ease of administration in the event of incapacity and avoid interruption by probate proceedings at death.  But a trust may not be an appropriate ownership vehicle for all […]

According to Consumer Reports, elderly Americans lose around $30 billion each year because of financial abuse. This abuse can take many different forms, whether it is caregivers taking money from seniors improperly, insurance agents and financial advisors who sell inappropriate or unsuitable insurance policies or other investments to seniors, unscrupulous […]

ATTORNEY NEWSLETTER Forethought Variable Annuities California annuity attorneys at Evans Law Firm Inc. represent clients who have suffered losses on all types of annuity contracts, including variable and fixed indexed annuities. Forethought Life Insurance Company through Global Atlantic its underwriter and distributor issues variable and fixed indexed annuities under the […]

ATTORNEY NEWSLETTER Understanding Death Benefit Riders The Death Benefit Sales Pitch Chances are, if an agent has pitched you on an annuity, he or she promoted its “death benefit” as a selling point. According to the sales pitch, death benefits guarantee your heirs a return of your annuity premium (or […]

ATTORNEY NEWSLETTER What Are Powers of Attorney? A Power of Attorney (POA) is a very important legal document where the principal authorizes an agent to act on the principal’s behalf. The authority of the agent ends either when the principal revokes their authority, or on the death of the principal. […]

ATTORNEY NEWSLETTER False Claims Act Cases Against Healthcare Industry Government Announces Another Large Whistleblower Award Of the $3.7 billion in 2017 false claim settlements and judgments, $2.4 billion involved false claims from the healthcare industry. Typically, these false claims cases involved false claims for reimbursement, kickbacks, and other fraudulent schemes […]

ATTORNEY NEWSLETTER Long-Term Care Insurance Claims Long-Term Care Insurance has always been sold by agents to help you pay for care when, later in life, you are unable to take care of yourself. Insureds trusted the policies would cover the costs of assisted living care, skilled nursing facilities, and in-home […]