California Financial Elder Abuse Attorney

Key Signs and Evidence of Financial Elder Abuse

• The vulnerability of the financial abuse victim. Evidence of vulnerability includes incapacity, illness, disability, injury, age, education, impaired cognitive function, emotional distress, isolation, or dependency, and whether the bad acting person knew or should have known of the victim’s vulnerability.
• The bad acting person’s apparent authority. Evidence of apparent authority includes status as a Trustee, Executor, Conservator, or other types of Fiduciary, family member, care provider, health care professional, legal professional, spiritual adviser, expert, or other qualification.
• The actions or tactics used by the bad acting person. Evidence of actions or tactics used that could raise red flags includes (i) controlling necessaries of life, medication, the victim’s interactions with others, access to information, or sleep; (ii) Use of affection, intimidation, or coercion; and (iii) Initiation of changes in personal or property rights, use of haste or secrecy in effecting those changes, effecting changes at inappropriate times and places, and claims of expertise in effecting changes.
• The equity of the result. Evidence of the equity of the result includes the economic consequences to the victim, any divergence from the victim’s prior intent or course of conduct or dealing, the relationship of the value conveyed to the value of any services or consideration received, or the appropriateness of the change in light of the length and nature of the relationship.

Those facing similar legal challenges should take note of high-profile financial elder abuse cases such as the most recent one involving Sen. Dianne Feinstein’s family. Katherine Feinstein. In which it is alleged that there was mismanagement of her late father’s estate. She alleges that funds intended for her were being wrongfully redirected to his late father’s daughters from a previous marriage. For this reason, it’s always important to consider the expertise of legal firms like Albertson & Davidson, LLP as soon as possible.

A financial elder abuse attorney at Albertson & Davidson, LLP can file a claims against abusers who take an elder’s or dependent adult’s assets by the exercise of undue influence. We have a successful track record in litigating financial elder abuse. Please contact us if you have any questions. We serve San Francisco, Los Angeles, Carlsbad and most cities throughout California.