ATTORNEY NEWSLETTER The IRS Whistleblower Program How the Program Works In this age of heightened notoriety for whistleblowers like Edward Snowden and Chelsea Manning, it can often seem like there’s little or no recourse for those with inside knowledge. However, while it can often be difficult to spill the beans […]

ATTORNEY NEWSLETTER The Role of Whistleblowers in Healthcare How Whistleblowers can Reform the Healthcare Industry Whistleblowers have long been looked to by the U.S. government to help uncover wrongdoing and work with government agents to ensure that inside information about systematic fraud is revealed. The False Claims Act, which empowers […]

ATTORNEY NEWSLETTER The Role of Financial Advisors What to Look for in an Advisor The first step our Los Angeles financial elder abuse attorneys recommend is making a sharp distinction between an “advisor” and a “broker.” Imagine you were going to have someone help you select a car. You have […]

ATTORNEY NEWSLETTER Protecting Seniors from Sexual Abuse Understanding Nursing Home Sexual Abuse It’s difficult to even contemplate the topic of nursing home sexual abuse: nobody want to imagine the possibility that their parents or loved ones may be at risk for such an unspeakable act. But our alameda nursing home […]

Recently, several major media outlets, including CNBC and Yahoo News, published reports on the role that financial advisors can play in combatting elder abuse. When these major media outlets wanted to get key background information on the ways in which financial advisors help to address the crisis of abuse among […]

ATTORNEY NEWSLETTER Protections Seniors from Investment Fraud The Origin of Investment Fraud In this age of “Retirement Shortfalls” and rising costs of seniors living, the elderly often feel under increased pressure not to be a burden on their families, and to try to leave something behind when the pass on. […]

ATTORNEY NEWSLETTER FINRA cracks down on Variable Annuities Understanding Annuities In the wake of another round of FINRA crackdowns on variable annuity sales, it’s becoming increasingly clear that nobody knows how annuities work: not consumers, who have been tricked into buying products that lock their money into risky investments, and […]

ATTORNEY NEWSLETTER New FINRA Rules Aim to Curb Financial Elder Abuse The Background Financial elder abuse is a problem that’s increasingly coming to the attention of California and federal regulators, and the new rules issued by FINRA last month are one of the latest moves to stem the tide of […]

ATTORNEY NEWSLETTER Long Term Care Insurance As America’s population continues to age, one type of insurance that has begun to seem very desirable is long term care insurance. This is designed to help seniors hedge their bets against the rising and potentially savings-draining cost of living in a retirement community, […]

ATTORNEY NEWSLETTER Selling Annuities to Seniors The way that financial advisors feel about annuities can be summed up by the adage “annuities aren’t bought, they’re sold.” Annuities are often presented by brokers as being retirement lifesavers, and claim that they are essential to making up the shortfall from savings and […]