Practice Area

Financial Elder Abuse

Litigating Financial Elder Abuse Cases in California

Safeguard Your Loved Ones from Financial Exploitation

Financial elder abuse occurs when a person or entity unlawfully takes advantage of a senior’s financial resources or assets. This type of abuse can be committed by family members, caregivers, fiduciaries, or even strangers.

Some common forms of elder financial exploitation include:

Fraudulent Transfers

Unwarranted or unauthorized transfers of money or property.

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Exploitation by Caregivers or Family Members

Taking advantage of a senior’s trust for personal gain.

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Misuse of Power of Attorney

Exploiting the authority granted through a power of attorney for selfish purposes.

 
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Scams and Fraud

Including telephone scams, investment fraud, and fake charities targeting seniors.

 

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Identity Theft

Stealing personal information to access a senior’s financial accounts or assets.

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It may be difficult to identify the financial abuse of the elderly. Our financial elder abuse attorneys have identified some common warning signs that might indicate financial elder abuse:

Sudden changes in financial accounts, including large withdrawals or transfers

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Reluctance or fear when discussing finances​

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Unexplained disappearance of funds or assets​

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A caregiver or family member exerting undue influence over the elder’s financial decisions

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Missing property or valuables

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Unpaid bills or overdue accounts despite the elder having sufficient resources

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If you suspect that a senior loved one has been the victim of financial exploitation in San Jose, it’s essential to act quickly to protect their financial security and safeguard against elder abuse in estate planning.

We have a proven track record of handling complex financial elder abuse cases throughout California. Our experienced litigation team will work closely with you to investigate the situation and take the necessary legal steps to seek justice.

Our goal is to help recover stolen funds or property, working diligently to get your loved one’s assets back. If needed, we will file a lawsuit against the responsible party for damages, including financial restitution, punitive damages, and other legal remedies. Ferguson Law Group’s attorneys in San Jose and within California will hold fiduciaries—such as trustees, power of attorney agents, and guardians—accountable for any breach of duty or misuse of authority. If necessary, we will take immediate action to protect the elderly person from further exploitation, including obtaining restraining orders or working with financial institutions to freeze accounts.

For additional information about Ferguson Law Group’s Financial Elder Abuse services, please contact: 408-296-3700

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