ATTORNEY NEWSLETTER Allegedly Took Advantage Of Family Friendships Money Allegedly Spent On Gambling, Meals, And Care Payments Authorities Say Over $529,000 Lost  Seniors are vulnerable to financial exploitation by unscrupulous financial advisors, insurance agents, trustees, caregivers and others.  Often the abuser is a stranger or someone who has only recently […]

ATTORNEY NEWSLETTER Always Get A Second Opinion Before Being Sold An Annuity Understand Contract Fees And Withdrawal Penalties Avoid Exchanges Or Replacement Transactions Deferred annuities, unlike immediate annuities, require an upfront insurance premium for an income stream to be paid to you many years in the future. The deferral period can […]

ATTORNEY NEWSLETTER Bank And Credit Cards Allegedly Stolen 71-Year-Old Victim Suffered From Cerebral Palsy Stolen Credit Cards Allegedly Used At Multiple Stores Every time a stranger or caregiver enters an elder or dependent adult’s home, there is a risk of theft.  Every time.  Older persons or dependent adults are really […]

ATTORNEY NEWSLETTER Lincoln National OptiBlend® 10 Fixed Indexed Annuities The Lincoln National Life Insurance Company, part of Lincoln Financial Group, issues fixed indexed annuities in California, New Jersey, New York, Pennsylvania, and throughout the United States under the trade name Lincoln National OptiBlend® 10 Fixed Indexed Annuities.  These contracts, like […]

ATTORNEY NEWSLETTER Accusations of Neglect, Assault And Theft $275,000 Allegedly Stolen From Victim’s Bank Account Jury Watches Camera Footage Of Assault For seniors and dependent adults under the care of in-home caregivers, neglect, physical abuse and financial abuse may all be inflicted on the elderly person in horrific ways.   When […]

ATTORNEY NEWSLETTER Aide Allegedly Filmed Herself Raping Elderly Male Residents Some Victims Could Not Speak Rapes And Sexual Assaults Allegedly Occurred Over Two-Year Period Statistics show that about.83 percent of victims of elder sexual abuse reside in nursing homes or assisted care facilities.  Of this number, women are 6 times […]

ATTORNEY NEWSLETTER Pleads Guilty To Embezzlement From Elder Credit Union Loan Officer Reports Irregularities  Paster Allegedly Had Powers of Attorney For Several Church Members Powers of attorney (POAs) grant the agents appointed under them full legal authority to act for the principal who executes the POA.  The person appointed under […]

ATTORNEY NEWSLETTER Alleged Scheme Lasted Seven Years Invested Money Allegedly Funded Lavish Lifestyle Supposed High-Yield Investments Were Non-Existent Financial predators may target older investors with unsuitable or risky ventures promising high returns.  These predators may seize on senior anxiety about the stock market, their need for income in the future, […]

Ingrid Evans of the Evans Law Firm, Inc. in San Francisco volunteered and worked pro bono as local counsel to help get California subpoenas issued in Erica Lafferty, et al. v. Alex Emric Jones, et al. and , William Sherlach et al. v. Alex Emric Jones, et al. Along with […]

ATTORNEY NEWSLETTER Fees And Penalties On Withdrawals  Expensive Policy Riders And Other Complications Not Insured Investments Like CDs Like many financial products and certain forms of life insurance, annuities are complex and come in multiple forms, which makes them difficult to define with one broad stroke.  Deferred annuities are contracts […]